video models
also referred to as: video model
12 statements across 5 episodes · 6 bullish · 1 bearish · 5 people on the record · first statement Sep 8, 2025 by Gorkem Yurtseven · across every show →
Everything said about video models, oldest first
Sep 8, 2025 bullish
Dec 6, 2025 positive
World models are significantly more complex than traditional generative video models
“What world models do is they actually have to understand the full range of possibilities and outcomes from the current states and based on the action that you take generates the next states, right? So the next frame. And so it is a much more sort of complex pr…”
Jun 1, 2026 neutral
Jun 1, 2026
Ethan He: Video Models Must Bootstrap From Image Diffusion Models for Semantic Understanding
“After you train such model, such image model, the reason it's a foundation for video models is that image, image models are Cheaper to train and they have much denser connection between language and text. So, sorry, language and images. For example, you train …”
Jun 1, 2026 bullish
Jun 1, 2026 neutral
Jun 1, 2026
Ethan He: Video models require image foundations and 100% synthetic caption pairs
“Building a video model. You actually need to build a image model first and building, building these two models. The data you need is a hundred percent synthetic pair of language and image or language to video because on the internet, actually the videos Don't …”
Jun 1, 2026
He: Video Agents Are Inherently Costlier Due to Iterative Multi-Sample Generation
“I think the enterprise will have much more budget for video models because the agents are inherently more expensive than the other video models themselves because they do this iterative process. They generate many, many variations.”
Jun 1, 2026 positive
Aug 3, 2026 positive
Open-source LLMs have reached closed parity, but video models lag far behind
“The difference between the best open source LLM and the best open closed source LLM is very small. Like it used to be six months. I don't think it's six months anymore. I think it's like basically almost unparative. Video models are definitely not, there's a h…”
Aug 3, 2026 bullish
Long-form AI video generation must switch to autoregressive architectures over diffusion
“Autoregressive video seems to me like that is the bet that the future is going to be making. But there are no good open source autoregressive video models out there today. And that seems to be, if you want to get like an hour movie, if you want to see video mo…”