Jim Fan at AI Ascent: NVIDIA's DreamZero Has Robots 'Dreaming' Success in World Models Before Acting

Sequoia Capital·medium signal

NVIDIA's Jim Fan returned to Sequoia AI Ascent to argue that robotics is entering its 'end game,' presenting DreamZero — a paradigm where robots dream their success in a world model before executing motor commands in reality. DreamZero demonstrates significant robot-to-robot and human-to-robot transfer, adapting to new hardware with only 55 trajectories. Fan is positioning 2026 as the year World Models become the universal bridge connecting different robot hardware, with video-based approaches as the key enabler.