a16z partner Justine Moore discusses how generative AI video trends have shifted away from developer communities to mainstream social media.
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 Supported
Justine Moore: Veo 3 lacks image-to-video with audio, reverting to Veo 2
“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…”
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.”