The Ledger, every show

“But I think what we've seen is like in the retention data and how we're seeing it used is it was massively successful as a creator tool. Like now my feed is probably two thirds AI slop, if not more. And I, over 50% of it is now Sora, whereas before it was like…”

“I think XAI is probably the only model company that is not bottlenecked on compute from my understanding, whereas the others have to make really, like, serious and significant calls of, like, if we let, if we release Nano Banana and go super viral, like, it ma…”

“I think there's going to be a huge market for more of these companionship entertainment, just having fun type models that doesn't need to be like the highest IQ person you know.”

“Instead of having to find this long tail app that's running all these crazy ads, pop-ups all the time, and is hard to use and is not personalized to you can just make exactly what you want on the fly and tweak it”

“The entire infrastructure and merchant facing side of it is probably going to change quite a bit. And I think that will be just as big as the consumer side of the market.”

“Some of them are also starting to see what I would say are sort of the first kind of non-data network effects in AI. Especially things like Hugging Face and Civit AI, where, you know, you have these communities where people are hosting tons of models or lauras…”

“I don't expect we'll see the other states go in the direction of Illinois, partially because it's just so hard to regulate.”

“And then, but I think the second gaming example is more like kind of what you're alluding to, which is more personal gaming, which is like every person puts in an image or video or text prompt, and then is sort of creating their own mini game where they're wan…”

“There's so many companies now selling these RL environments for agents that they're manually creating. And something like a genie three could make that Much easier and sort of allow you to generate unlimited environments for these agents to wander through and …”

“And so I think what we are hoping to see basically is Like specialized players emerge that offer the best product for a particular demographic of user or for a particular use case. And that will probably imply very different product experiences, product constr…”

“What we see is, like, a ton of creators are just going to the model enablement layer, whether it's a consumer-facing interface, like CREA, or more of a developer-facing interface, like a FALL or a Replicate, where you can generate Like, videos on a one-off bas…”

“I mean, we've seen companies like open AI will scrape YouTube as well to train their models.”

“I think we'll see brands that are, like, logo, product photo, maybe even product itself designed by AI, vibe-coded slash vibe-designed website or mobile app, and then kind of drop ship to the end consumer.”

“What we saw was OpenAI tended to keep more things in the ChatGPT interface, so like Pulse, group chats, shopping, research, tasks, all of these features launched inside ChatGPT as the core. The exception there is obviously Sora as a standalone video app, where…”

“Yeah, there's I think it was three times more U.S. Teens have ever used character AI than have used Claude.”

“This is probably going to be happening more and more, From the research side of things all the way to making purchases probably agentically when prices are right”

“Which I think is gonna be an interesting challenge in the age of AI, too, because you could argue that AI agents can direct Direct people to things if people start their purchase activities there, which could be an opportunity or a challenge for, like, the sin…”

“All, like, all LLMs, but I'll use ChatGPT as the example, because the most people use it have this really unfortunate and annoying problem of hallucinating around product recommendations that basically everyone experienced if you tried to use it for that.”

“ByteDance has also been doing a lot more around things like Seedance which is a really great video model they released that actually outscores VO-III on some of the arenas.”

“I personally think there's gonna be at least one probably multiple separate ones, and honestly, Grok is, is sort of kind of making a case there and being a social platform.”

“And a lot of the AI creative tools I think can and should and will sort of integrate more social, but today most of them have just done relatively basic feeds and liking, not really comments, not really like a following model.”

“They talked about how GPT-V was kind of the highest scoring model on this thing called HealthBench, which is a benchmark they trained with like, 250 plus physicians. To measure how good an LLM is at answering medical questions.”

“That the really interesting thing about it is it's trained on fully licensed music, which means, so music is one of those spaces where the rights holders are extremely litigious.”

“Now, especially after VO three and, like, Like Minimax too, and like with the animals diving and that sort of thing, we've actually seen like a flip where most of the viral content is now originating on the true consumer, like everyday consumer platforms, whic…”

“Cause the thing to know about VO three that I think a lot of people don't know until you use it is you actually can't do image to video with audio. Google hasn't released that yet. I would assume for trust and safety reasons in the interface, you can start wit…”

“And so I think over time we'll see more AI, like, IP like that.”

“The new Minimax model, the new ByteDance model, SeedDance, which is in the arena, already outperforming VO-three.”

“Every video they post gets millions of views, and it's, like, explanations delivered by, like, deep fake AI celebrities of, like, math and physics content.”

“Some of the more developer-oriented, like, API platforms, like Fall or Replicate, are offering generations where you pay per video. It's priced around, like, 75 seconds. 75 cents per second today.”

“So I would imagine, you know, Google will want to train the next model that's even bigger and is able to generate longer videos, but we'll struggle with things like coherence, and we'll also struggle with, honestly, the pricing of the model.”

“And so for narrative storytelling, for ads, marketing, anything, it makes it sound like a natural conversation, which we've never had with AI voice before.”

“I mean, I think things too, like VO three, like, people are paying 250 a month, and I'm happy to pay that because it's like you have this suddenly, like, it feels like a magical mystery box that you can, like, open it and get whatever video you want, only for …”

“So far, the social behavior that has come from, like, the AI creative tools, largely, but also things like ChatGPT, is still happening on the existing social platforms, and not in the new AI platforms.”

“But I think we'll start filling in everything in the middle that's not just like a character, a fictional character, not just like a human thought leader, but like all of the real people in between.”

“I, my take is probably there will be fragmentation into, like, two types of creators or celebrities. One type is like a Taylor Swift type where, like, the human experience of it, I think, matters in some ways. Like, a lot of people not only love her song, but,…”

“We're gonna see even more vertical companions moving forward.”

“As these apps get bigger and bigger and more complex they lose some of the context of, like, what they've already generated and the environment in which they're operating, and, like, you might ask for one design change. This has happened to me many times with …”

“You know, those people got what they wished for, and I feel like, you know, my home screen is gonna look completely different in six months.”

“I have a friend who runs a penguin, like, an animated penguin AI account of herself as, like, a fluffy penguin with, like, her personality that, it sounds crazy, but she has, like, millions of followers.”

“They actually have a site where you can upload any audio and it will tell you if it was generated with 11 labs or not.”

“And what's very different about it is it generates audio natively at the same time it generates video.”

“Right now, Cling. 2.1 only supports a start frame, not a start and end frame, but I would imagine that they're going to add more frames soon as they've done for their other models.”