Netflix just open-sourced their first AI model: a physics-aware video editor called VOID. You remove an object from a video and it re-simulates what would have happened without it. Remove a person catching a ball, the ball now falls to the ground with correct physics. Every other video removal tool just fills in the background but Netflix built one that actually understands causality. People forget: Netflix is a tech company that happens to own a studio. Tens of thousands of hours of studio-grade original content, fully owned IP, every frame structured for ML pipelines. The streaming wars have resulted in a favorable training data moat for Netflix.