AI Video Generation

“Video is actually, It's still expensive enough that it's hard to actually come up with a, if you're not a hyperscaler, to come up with a viable business model. Arguably, it's not a business model even for them.”

“It would be exorbitantly expensive to generate that kind of video from an AI.”

“One of the main criteria for the ability to actually Use something like for it to be like actually practically useful versus entertainment and just like interesting is how photorealistic is it? Right. And it has to be past the level that the average person can…”

“And very quickly for us, it became, wait, this actually performs better than if we were to, you know, hire someone to like make this video basically. Right. And the reason is because we can customize it to an unlimited ability, right? Like we can get all the v…”

“I think hallucinations in text obviously can be a bad thing, potentially, because they're saying stuff that, you know, isn't true, but in a video, like, you are delegating a lot of decisions to the model, right?”

“I do think the point of, you know, complete perfection in terms of generation where there is absolutely no way to tell is still a couple of years out, especially in terms of this type of a role video because a lot of the core problems haven't even been fully s…”

“And so I think this is a good example of, like, I think there's a billion dollars of video generation revenue for them or for others, but, like, you know, you actually have to invest in the product pretty deeply, but it doesn't mean that your wedge can't be re…”

“Two years from now, it would not be crazy to look at a lot of avatar generation. Asynchronization pipeline will become real-time streaming capable. And I also see the world is moving towards a way that we can probably generate the entire video in real-time as …”

“As you write the script, the AI is going to be showing you that scene in real time.”

“Like if they're not doing it now, like it's reasonable that in the near term of 10 years, like this is going to be normal and add two inches to that guy's neck beard and this is done.”