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VLAs are dead, long live World Action Models

Jim Fan at Sequoia's AI Ascent 2026 argues that robotics will follow the LLM trajectory, replacing vision-language-action models with World Action Models (WAMs), scaling data via egocentric video, and using neural simulators for reinforcement learning, predicting a physical Turing test within 2–3 years and end of robotics tech tree by 2040.

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VLAs are dead, long live World Action Models
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Key points and analysis

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Key points

  • VLAs are being replaced by World Action Models (WAMs) that use video world models for pre-training instead of language models.
  • Teleoperation for data collection is fading; future relies on egocentric human video with discovered scaling laws.
  • Neural simulators like Dream Dojo make compute equivalent to environment and data, removing the need for physics engines.

Highlights and analysis are generated automatically and may contain errors. Check the original source.