I just chatted with $AMD's SVP of AI Vamsi Boppana. Here are some incremental adds to the previous post. -Scope is AMD-wide. Not just physical AI. He called the team a nucleus to attract more talent. The insight is meant to come from model development at large, and the team was already heading into multimodal models. -No frontier competition, by design. He said competing with customers at the frontier is "not the intent at all." He framed the non-language focus as a deliberate choice to stay complementary to customers' LLM work. -Not an open-model push. He declined to frame it as an open-model strategy. AMD wants the capability for a world of many specialized models; one customer told him it needs 10,000. That's softer than Fei-Fei's public commitment to providing open models and platforms. -Horizontal, with no lead segment. He named content and media, robotics and embedded, and data center prediction and reasoning, calling it "a horizontal models capability for the company." He didn't name a first product or a robotics customer. -Built on AMD, deployed anywhere and on anything. Training will lean toward AMD, with more compute behind it. Deployment stays multi-platform because World Labs already has products running on other platforms. He gave no Instinct share. -The roadmap link is in-house experimentation. His explanation was that he has often wanted people who could "model this and actually train something" to test hardware ideas. That's the mechanism; he gave no MI500, MI600 or Kria specifics and I didn't expect him, too. -Talent and roadmap together drove the price. AMD saw World Labs' undisclosed roadmap and was "blown away." It already has a models team behind its Instella models and five NeurIPS papers, which this deal takes further. -Commercial status quo for now. For Marble, the API and Autodesk, nothing changes near term, and how they evolve is TBD.