Ricardo Vice Santos, founder of Dream Stories, discusses the prohibitive compute costs of consumer generative AI video compared to image generation.
Prediction Not checkable as stated
Santos: Zero-cost AI will create media made entirely for self-consumption
“I'm more of a believer that there's going to be sort of new behaviors that you can't see just yet. And this is one of them, right? Which is if cost near zero, then literally everyone can do it. But if everyone can do it, then of course, you know, the, who's go…”
Opinion
Santos: Modern children's media caters to the lowest common denominator
“To be honest, a bit more mundane and there, there's content, I think it has high production value, but it feels a sort of like, for lack of a better expression, lowest common denominator to, you know, it's kind of like something that's very agreeable, you know…”
Opinion
Santos: AI video generation is currently too expensive to be viable
“Video is actually, It's still expensive enough that it's hard to actually come up with a, if you're not a hyperscaler, to come up with a viable business model. Arguably, it's not a business model even for them.”
Insight
Santos: Subscriptions must be a feature of a service, not a discount hook
“What you want to do is you want to build like a service, something that actually is a service in which Subscription is just a feature of that service.”
Assertion Not checkable as stated
Santos: A subscription-only checkout converted better than offering one-off purchases
“Do an A-B test, you know, have a funnel with subscription only and the funnel where you give both choices and then see what the conversion does. And lo and behold, the one with subscription actually increased conversion because it reduced that because again, y…”
Insight
Santos: Dream Stories trains consistent models using synthetic photo variations
“We were able to reduce the number of pictures required to literally just one, because then we're like, holy , you know, we can essentially just ask for one picture, generate the synthetic version of it, and then say, do you like this? Great. So we generate a f…”