The Ledger
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Lingelbach: Interactive AI video requires vertical integration across models and UX
“And I think that necessitates vertical integration, not just in the core model layer, but also in like how you interact with the models.”
Lingelbach: LLMs, not video models, limit real-time AI actors
“Oh, a hundred percent. But I think that the bigger limitation is not the video model right now. I think the bigger limitation is actually that I think large language models still have a lot of work in terms of making people feel very authentic.”
Lingelbach: Memes are one of the best GTM strategies for companies
“I think memes are one of the best go-to-market strategies for a lot of companies.”
Lingelbach: AI startups should integrate partner models to maximize user experience
“And I think that, for me, it was, like, you need to identify, like, that It's a core pain point and core market segment that you need to serve and you need to do whatever possible to deliver the best experience to them. And if that involves bringing in partner…”
Lingelbach: Founder life requires giving up work-life balance
“It's definitely one of those things where you have to give up the notion of having, like, work-life separation, or, like, a personal life or anything.”
Lingelbach: Startups must translate prosumer AI trends into enterprise products
“It's our job as startups to kind of take these like signals from the prosumer users and then productionize that and make that something that, you know, enterprise users can come and, you know, rely on to make the next generation of their content needs.”
Lingelbach: Generative acting requires personality and control beyond standard video models
“So I think, you know, generative acting is really important, because it's something that's quite distinct from just creating a media model. There's a lot that goes into imbuing, you know, personality and consistency and control into these models that's specifi…”
Lingelbach: Audio-only AI agents fail to capture visual learning benefits
“Historically, voice agents, very powerful, but you're missing out on all of the, like, visual comprehension that really benefits people while learning.”
Lingelbach: Post-hoc lip-syncing fails because speech rhythm correlates with body gestures
“Putting lips on top of something is not actually driving the animation. Like, your breathing is correlated with how you talk, right? How you move your hands. I mean, I guess I do weird hand gestures. Now I'm getting self-conscious. I would argue it's correlate…”
Lingelbach: Iconic AI companies win by solving the UX last mile
“When I think about, like, the most iconic companies in the space, They did that last mile, right? Like, ChatGPT has built out a really good user experience for interacting with LLMs, and they've built things into that core workflow that people aren't coming fo…”
Lingelbach: Unbundling AI inputs allows precise user control across modalities
“The more stuff that you bundle into a monolithic core model, the higher the bar becomes on, like, building that steerability into all the modalities. And I think unbundling the inputs is a good way of still giving people that ability to go in and tweak specifi…”
Lingelbach: AI video tools face a trade-off between control and model priors
“The more control we surrender over to these very large data-driven models, the more priors we can bake in to make that easier to get to that natural distribution of content. But at the same time, the more control the user has to kind of surrender. And I think …”
Lingelbach: Teaching 3D interfaces is harder than teaching reference prompting
“Because these three D systems, it's hard to teach people how to use a three D interface, probably even harder than teaching them how to prompt with references.”
Lingelbach: LLMs Are Scaling Maturely, But AI Video Remains Very Early
“I think LLMs are now kind of in this, like, scaling paradigm, right, where, like, people are putting more compute in, they're doing more, like, RLHF, they're doing more reasoning. But, like, you know, video is actually still really early.”
Lingelbach: Real-time video faces deter customers from yelling at AI support agents
“We see this now when we're talking to customer support companies that are thinking about integrating real-time video. It's a lot harder to, like, yell at An assistant that has a face that's staring at you that can, like, wince.”
Lingelbach: Real-Time UI Prototyping Is Changing How Creative Software Is Built
“And I think this is like changing how we build software, especially. I think creative tools are really exciting because there's just As you're talking about so much dimensionality and so many opportunities to rethink how we interact with media and being able t…”