CapCut

“Like, you should be able to puppeteer that with an agent, but I don't know of any agents that are really there on the video editing front. Certainly, like, the next the next chip to fall, the next opportunity.”

“Surprisingly, CapCut, I think, is top 10 applications in the world. It was never possible to achieve that if you're just a near tool.”

“You probably could exit this business at a four to six X ARR. Okay, maybe it's three X, maybe it's seven X, but in that range I think that a lot of the vertical specific tools like, you know, Avimeo, which is publicly traded, CapCut, et cetera, would buy somet…”

“Whereas I think Capco's approach is much more traditional. They're actually just trying to do exactly what Canva did, which is, okay, let's make the UI simpler and add a few more buttons and essentially bootstrap it to TikTok and distribute it like crazy.”

“And I noticed a few weeks ago that they've also now moved the TikTok feed into CapCut.”

“If I'm actually editing the video myself, I'm doing it in CapCut, so I have CapCut on my phone, I have CapCut on my computer, that's the platform that I edit most of my content in, my editor is using Final Cut or Adobe Premiere I'm not a computer guy, I do lit…”

“Somebody pointed out a couple of, a week or two ago that like four of the top five free apps on the iOS app store were Chinese, and so it's TikTok, but it's also Shein and Temu and CapCut from memory”

“If you're worried about a Chinese app that could have access to device on the phone, then you either just ban all Chinese apps, or you try for a systemic, scalable solution across, like, well, you have privacy laws, you have rules that all apps have to follow,…”