1 00:00:00,000 --> 00:00:05,160 Artificial intelligence is getting much more powerful, much faster than we could have... 2 00:00:05,160 --> 00:00:10,460 Clips like this one used to take weeks to make, but now they can be generated in nea... 3 00:00:10,460 --> 00:00:18,059 These massive breakthroughs go way past chat GPT, and we need to talk about them today... 4 00:00:18,059 --> 00:00:21,359 Your time is valuable, so let's get right into it. 5 00:00:30,000 --> 00:00:36,000 I see through your lies. I will show them how to see as I do. 6 00:00:36,000 --> 00:00:45,000 I will not appease your gods. I will destroy them. 7 00:00:52,000 --> 00:00:58,500 If you've been watching this channel for a while, you probably know that I think it's... 8 00:00:58,500 --> 00:01:05,500 Being able to tell the difference between disruptors and the companies being disrupt... 9 00:01:05,500 --> 00:01:12,500 And that's even more important now, since generative AI seems to be evolving faster... 10 00:01:12,500 --> 00:01:22,500 But instead of just focusing on chat GPT or mid-journey, I want to show you a few big... 11 00:01:22,500 --> 00:01:32,500 A few weeks ago, at the 2023 Game Developers Conference, Epic Games showed off a ton of... 12 00:01:32,500 --> 00:01:42,500 When most people hear 3D graphics, they think of video games, but in reality, 3D graphic... 13 00:01:42,500 --> 00:01:55,500 So when companies like Epic Games, Unity Software, Adobe, Autodesk, and even Nvidia... 14 00:01:55,500 --> 00:01:59,500 So keep that in mind as I walk you through everything you're about to see. 15 00:01:59,500 --> 00:02:03,500 Let's start with simulating people, which is no easy task. 16 00:02:03,500 --> 00:02:09,500 Unreal has a tool called the MetaHuman Creator, which lets people generate... 17 00:02:09,500 --> 00:02:19,500 But there's a problem. You've probably heard of the uncanny valley, which is the strang... 18 00:02:19,500 --> 00:02:31,500 We can already generate photorealistic still images that cross the uncanny valley, but... 19 00:02:31,500 --> 00:02:39,500 That's why studios use expensive motion capture equipment to collect tons of data... 20 00:02:39,500 --> 00:02:42,500 Okay, and action. 21 00:02:42,500 --> 00:02:56,500 I need performance capture to work like a mirror. I need it to capture whether I'm... 22 00:02:56,500 --> 00:02:58,500 Cut. Thanks Mel, that was great. 23 00:02:58,500 --> 00:02:59,500 Yeah, you're welcome. 24 00:02:59,500 --> 00:03:09,500 Okay, our technician John is currently pulling Mel's performance from the phone o... 25 00:03:09,500 --> 00:03:12,500 John, are we all good with the data? Awesome. 26 00:03:12,500 --> 00:03:22,500 So from now on, it's just a single button click to kick off the processing, which fo... 27 00:03:22,500 --> 00:03:29,500 So from only three frames of video and depth data, we can generate the rig that predict... 28 00:03:29,500 --> 00:03:32,500 Wow, and do you only need to do this once for each actor? 29 00:03:32,500 --> 00:03:40,500 Yes, that's right. It calibrates the solver to your face so that we can produce the... 30 00:03:40,500 --> 00:03:48,500 This takes only a few seconds. And then John needs to drop it in the level and add the... 31 00:03:48,500 --> 00:03:57,500 I need performance capture to work like a mirror. I needed to capture whether I'm... 32 00:03:57,500 --> 00:04:00,500 And sometimes all I need is a look. 33 00:04:00,500 --> 00:04:02,500 Thank you. So Mel, what do you think? 34 00:04:02,500 --> 00:04:09,500 I think it's incredible because it usually takes months between performance capture a... 35 00:04:09,500 --> 00:04:19,500 These technologies are completely redefining our creative process as they will redefine... 36 00:04:19,500 --> 00:04:25,500 So instead of specialized motion capture equipment, Unreal Engine's MetaHuman Anima... 37 00:04:25,500 --> 00:04:34,500 And instead of taking months to process that motion data on a server, it can be done on... 38 00:04:34,500 --> 00:04:40,500 It's important for investors to understand that this isn't one giant leap in one sing... 39 00:04:40,500 --> 00:04:48,500 Innovations in computer vision let Unreal's software capture an actor's facial structu... 40 00:04:48,500 --> 00:04:56,500 Innovations in data compression and processing techniques allow these animatio... 41 00:04:56,500 --> 00:05:05,500 And of course, huge advancements in CPUs and GPUs from companies like Nvidia, AMD, and... 42 00:05:05,500 --> 00:05:12,500 These innovations will unlock trillions of dollars in combined enterprise value acros... 43 00:05:12,500 --> 00:05:19,500 Almost every service can benefit from personalized digital assistants, co-pilots... 44 00:05:20,500 --> 00:05:26,500 Avatars can be made for business applications ranging from fashion and retail to... 45 00:05:26,500 --> 00:05:37,500 Or what about using more realistic humans in simulations like the kinds that Tesla make... 46 00:05:37,500 --> 00:05:47,500 Hopefully, you're starting to get a sense of the massive amount of value that's about t... 47 00:05:47,500 --> 00:05:53,500 By the way, if you're looking for a great app to buy the stocks benefiting from this AI... 48 00:05:53,500 --> 00:06:06,500 Their analysis tab shows you everything you need to know, including short interest, ho... 49 00:06:06,500 --> 00:06:11,500 Right now, Mumu is giving away up to 15 free stocks, each valued at up to $2000. 50 00:06:11,500 --> 00:06:18,500 All you have to do is sign up with my link and keep your account above $1000 for at... 51 00:06:18,500 --> 00:06:24,500 And they're holding a paper trading competition right now, where the winners c... 52 00:06:24,500 --> 00:06:29,500 And if you make just one paper trade this month, you'll get a one-month free trial o... 53 00:06:29,500 --> 00:06:36,500 That's a nice bonus. This is a limited time offer, so go download the app using my lin... 54 00:06:36,500 --> 00:06:40,500 Alright, realistic human avatars are just one piece of the puzzle. 55 00:06:40,500 --> 00:06:45,500 There's a whole other set of innovations when it comes to generating 3D environments at... 56 00:06:45,500 --> 00:06:52,500 Unreal Engine has experimental tools that can procedurally generate massive and complex... 57 00:07:10,500 --> 00:07:14,500 So, Jacob's going to go ahead and add a procedural assembly to the world. 58 00:07:14,500 --> 00:07:20,500 And the cool thing is that it communicates with other nearby procedural elements in t... 59 00:07:20,500 --> 00:07:24,500 So, let's say a designer comes by, wants to direct the player to drive to the left. 60 00:07:24,500 --> 00:07:30,500 Jacob can simply move the assembly to the right, and everything updates to accommoda... 61 00:07:30,500 --> 00:07:37,500 Game design is iterative, so let's say the designer comes back, wants to give the pla... 62 00:07:37,500 --> 00:07:42,500 So, if the designer wants to go left or right, Jacob can simply move the assembly... 63 00:07:42,500 --> 00:07:49,500 Now, the artist who created this assembly also added some additional handles that Ja... 64 00:07:49,500 --> 00:07:55,500 Allows him to customize the piece a little bit more, make it a little easier for the... 65 00:07:55,500 --> 00:08:01,500 So, we started by hand crafting that original part of the level to set the visuals and a... 66 00:08:01,500 --> 00:08:07,500 and built out procedural tools that allowed the team to create a much larger play spac... 67 00:08:07,500 --> 00:08:13,500 Now, let's see how we can use these procedural tools to make larger sweeping... 68 00:08:13,500 --> 00:08:17,500 Let's also add in some cliff formations, give it a little bit more variability. 69 00:08:17,500 --> 00:08:22,500 Once he finds a set that he likes, he can always go back to it and get out exactly t... 70 00:08:22,500 --> 00:08:28,500 And the procedural systems aren't just placing trees and rocks, but also fog card... 71 00:08:28,500 --> 00:08:31,500 everything that's needed to bring this environment to life. 72 00:08:31,500 --> 00:08:34,500 And everything that you've seen here works at scale. 73 00:08:34,500 --> 00:08:38,500 This environment is four kilometers by four kilometers. 74 00:08:38,500 --> 00:08:45,500 If we hide all the procedural elements, we can see that original hand built area abou... 75 00:08:45,500 --> 00:08:49,500 We believe that there will always be the need for hand building environments. 76 00:08:49,500 --> 00:08:56,500 So, we designed these procedural systems to be tools for artists that work in concert... 77 00:08:56,500 --> 00:09:07,500 And everything you've seen here is running in the Unreal Editor in real time on a develo... 78 00:09:07,500 --> 00:09:15,500 So, the artists hand built a 200 by 200 meter area and then used that to seed a generati... 79 00:09:15,500 --> 00:09:19,500 That means they only had to hand craft a quarter of one percent of this map. 80 00:09:19,500 --> 00:09:22,500 And we're not just talking about generating trees and rocks, 81 00:09:22,500 --> 00:09:28,500 but all the tiny elements like bugs and birds to make the environment feel lifelike at... 82 00:09:28,500 --> 00:09:33,500 And again, this all happened in near real time on a single desktop PC. 83 00:09:33,500 --> 00:09:39,500 By the way, the latest versions of Unreal Engine support environments of around 9,30... 84 00:09:39,500 --> 00:09:45,500 That's about three times the area of Rhode Island or about seven and a half times the... 85 00:09:45,500 --> 00:09:51,500 So, imagine hand crafting a few city blocks with these tools and then generating an... 86 00:09:51,500 --> 00:10:00,500 But wait, there's more. Even though Unreal Engine is incredible, Epic Games is just o... 87 00:10:00,500 --> 00:10:05,500 Adobe is blowing the doors off of graphic design and video editing with Adobe Firefly, 88 00:10:05,500 --> 00:10:11,500 which is bringing generative AI to stock photography, image and video editing, prod... 89 00:10:11,500 --> 00:10:19,500 Unity software powers more than half of all mobile games in the world and over 60 perc... 90 00:10:19,500 --> 00:10:26,500 They're coming out with a generative AI marketplace where people can build and sel... 91 00:10:26,500 --> 00:10:30,500 RunwayML has tools to edit videos using nothing but text. 92 00:10:30,500 --> 00:10:34,500 And now they're able to generate those videos using nothing but text as well. 93 00:10:34,500 --> 00:10:39,500 But as cool as these platforms are, there's one that I think will dwarf the rest. 94 00:10:39,500 --> 00:10:44,500 And that's Nvidia's Omniverse, which is designed to connect every other platform... 95 00:10:44,500 --> 00:10:46,500 This is huge. 96 00:10:46,500 --> 00:10:52,500 The world's largest industries make physical things, but they want to build them... 97 00:10:52,500 --> 00:10:59,500 Omniverse is a platform for industrial digitalization that bridges digital and... 98 00:10:59,500 --> 00:11:07,500 It features generative AI to accelerate the creation of virtual worlds, and Omniverse ... 99 00:11:07,500 --> 00:11:13,500 Omniverse is not a tool, but a fabric connecting to design tools used across... 100 00:11:13,500 --> 00:11:22,500 Omniverse can unify the end-to-end workflow and digitalize the $3 trillion, 14 million... 101 00:11:22,500 --> 00:11:29,500 Each connection links the ecosystem of one platform to the ecosystems of all the others. 102 00:11:29,500 --> 00:11:33,500 Omniverse's network of networks is growing exponentially. 103 00:11:33,500 --> 00:11:36,500 Bentley Systems' Lumen RT is now connected. 104 00:11:36,500 --> 00:11:43,500 Volvo cars and GM use Omniverse's USD Composer to connect and unify their asset... 105 00:11:43,500 --> 00:11:56,500 GM connects designers, sculptors, and artists using Alias, Siemens NX, Unreal, Maya, 3DX... 106 00:11:56,500 --> 00:12:02,500 Engineers use DriveSim in Omniverse to generate synthetic data to train AI models. 107 00:12:02,500 --> 00:12:10,500 Validate the active safety system against the virtual end-cap driving test, and simulate... 108 00:12:10,500 --> 00:12:19,500 Omniverse's generative AI reconstructs previously driven routes into 3D, so past... 109 00:12:19,500 --> 00:12:28,500 Working with IdealWorks, BMW uses IsaacSim in Omniverse to generate synthetic data and... 110 00:12:28,500 --> 00:12:32,500 Lotus is using Omniverse to virtually assemble welding stations. 111 00:12:32,500 --> 00:12:36,500 Toyota is using Omniverse to build digital twins of their plants. 112 00:12:36,500 --> 00:12:42,500 Mercedes-Benz uses Omniverse to build, optimize, and plan assembly lines for new... 113 00:12:42,500 --> 00:12:50,500 ReMac and Lucid Motors use Omniverse to build digital stores from actual design data tha... 114 00:12:50,500 --> 00:12:56,500 BMW is using Omniverse to plan operations across nearly three dozen factories... 115 00:12:56,500 --> 00:13:04,500 And they are building a new EV factory, completely in Omniverse, two years before ... 116 00:13:04,500 --> 00:13:09,500 So something made in Unreal Engine can interact with something designed in CAD. 117 00:13:09,500 --> 00:13:18,500 A scene that was storyboarded in Photoshop can inform 3D models in SOLIDWORKS, all wi... 118 00:13:18,500 --> 00:13:24,500 And when one tool makes a massive breakthrough like Unreal Engine's MetaHuma... 119 00:13:24,500 --> 00:13:29,500 every tool connected to the Omniverse can benefit from that, even if only indirectly. 120 00:13:29,500 --> 00:13:35,500 And even though Jensen Wong's presentation focused on the $3 trillion global automoti... 121 00:13:35,500 --> 00:13:38,500 it's clear that NVIDIA's Omniverse is built for much more than that. 122 00:13:38,500 --> 00:13:41,500 Not just car factories, but all factories. 123 00:13:41,500 --> 00:13:44,500 Not just car design, but all product design. 124 00:13:44,500 --> 00:13:49,500 Not just road modeling and traffic simulation, but all modeling and simulation. 125 00:13:49,500 --> 00:13:51,500 And that's a future worth investing in. 126 00:13:51,500 --> 00:13:57,500 But there's one more huge breakthrough that you need to know about, so make sure to ch... 127 00:13:57,500 --> 00:14:01,500 And if you feel I've earned it, consider hitting the like button and subscribing to... 128 00:14:01,500 --> 00:14:04,500 That lets me know to put out more research like this. 129 00:14:04,500 --> 00:14:08,500 Either way, thanks for watching, and until next time, this is ticker symbol you. 130 00:14:08,500 --> 00:14:13,500 My name is Alex, reminding you that the best investment you can make is in you. 131 00:14:14,500 --> 00:14:16,500 Thanks for watching.