AI video models

“With video, we're earlier in the competition. There's still a lot of leapfrogging happening. There's just so much more to build, and there's just, like, you know, we haven't hit, like, a quality bar where there's just, like, marginal improvements.”

“And I think that necessitates vertical integration, not just in the core model layer, but also in like how you interact with the models.”

“There's like a dozen video models out there, and there's not one that's the best at everything, or even close to the best at everything. There's like literally a dozen that are all the best at one thing”