Comment by jandrewrogers

This is essentially a simulation system for operating on narrowly constrained virtual worlds. It is pretty well-understood that these don't translate to learning non-trivial dynamics in the physical world, which is where most of the interesting applications are.

While virtual world systems and physical world systems look similar based on description, a bit like chemistry and chemical engineering, they are largely unrelated problems with limited theory overlap. A virtual world model is essentially a special trivial case that becomes tractable because it defines away most of the hard computer science problems in physical world models.

A good argument could be made that spatial intelligence is a critical frontier for AI, many open problems are reducible to this. I don't see any evidence that this company is positioned to make material progress on it.