a16z partner Justine Moore explains technical and interface limitations in Google's Veo generative video model.
Insight
Justine Moore: Video creators rely on recognizable archetypes for character consistency
“Which means that it makes it super hard for, like, character consistency, right, if you're not able to start with an image of the same character over and over again, which is part of why you're seeing so many of these viral trends using things like a stormtroo…”
Insight
Justine Moore: AI avatars let creators bypass social media beauty standards
“Before, honestly, to be, like, an Instagram or YouTube influencer, most of them are hot people. And now it's, like, anyone can be a popular influencer, and you don't have to be a hot person. Like, how many friends do you have that have, like, are, like, really…”
Assertion Not checkable as stated
Justine Moore: Creators choose Fal and Replicate over Google's $125 Veo plan
“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…”
Opinion
Justine Moore: Foundation models are eating away ComfyUI use cases
“I would agree that more of the Comfy UI use cases are starting to be eaten away by kind of the core foundation model companies.”
Assertion Not checkable as stated
Justine Moore: Viral AI video content now originates on TikTok and Instagram
“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…”
Prediction Not checkable as stated
Justine Moore: Novel native IP will increasingly emerge in AI video
“And so I think over time we'll see more AI, like, IP like that.”