Gaurav Misra

We're going to be continuously training the model and making it aware of what's happening today and what things people might want to generate today. But that's just incremental fine tuning. It's going to be a low cost that's underlying the business. On top of that, inference costs are going down. So I think it's going to start looking more and more like a traditional software business.

We're going to be continuously training the model and making it aware of what's happening today and what things people might want to generate today. But that's just incremental fine tuning. It's going to be a low cost that's underlying the business. On top of that, inference costs are going down. So I think it's going to start looking more and more like a traditional software business.

I think what's going to happen is initially with these Tesla models existing, whoever truly solves this problem will have a moat for a while, as long as they are ahead. I think for us, we're also trying to build that data moat simultaneously so that we are permanently ahead. And then once enough data is out there, enough people have

I think what's going to happen is initially with these Tesla models existing, whoever truly solves this problem will have a moat for a while, as long as they are ahead. I think for us, we're also trying to build that data moat simultaneously so that we are permanently ahead. And then once enough data is out there, enough people have

raised enough money and have tried the exact same playbook and built these models. And this could be many, many, many years in the future. It's going to become a software race, building the workflows, building all the traditional stuff that we know about pricing and packaging, like all this stuff is going to become really important. We've seen it all.

raised enough money and have tried the exact same playbook and built these models. And this could be many, many, many years in the future. It's going to become a software race, building the workflows, building all the traditional stuff that we know about pricing and packaging, like all this stuff is going to become really important. We've seen it all.

People are going to do APIs, they're going to do like B2B consumer, all this stuff. There's going to be all these use cases. And I think that's where the real competition will happen. And there's going to be winners in that. I think our theory and strategy on this is the winners are going to be really determined by who has the best model that's consistently outperforming everybody else.

People are going to do APIs, they're going to do like B2B consumer, all this stuff. There's going to be all these use cases. And I think that's where the real competition will happen. And there's going to be winners in that. I think our theory and strategy on this is the winners are going to be really determined by who has the best model that's consistently outperforming everybody else.

All that comes down to like data acquisition, flywheel, essentially, and the ability to constantly improve the model. I do think this won't be the end, though. I think new problems will get unlocked. And we already have line of sight into that, what those other problems look like. And those problems will have their own foundation models and their own data to be collected.

All that comes down to like data acquisition, flywheel, essentially, and the ability to constantly improve the model. I do think this won't be the end, though. I think new problems will get unlocked. And we already have line of sight into that, what those other problems look like. And those problems will have their own foundation models and their own data to be collected.

And essentially, you could imagine a series of foundation models that are solving like a family of problems across a whole set of a workflow that's broad across like video and maybe even other types of media, different types of use cases like film, TV, whatever you want, basically. Maybe it's dubbing, maybe it's... Hands. Yeah, hands, post-production, like, I don't know, right?

And essentially, you could imagine a series of foundation models that are solving like a family of problems across a whole set of a workflow that's broad across like video and maybe even other types of media, different types of use cases like film, TV, whatever you want, basically. Maybe it's dubbing, maybe it's... Hands. Yeah, hands, post-production, like, I don't know, right?

Lots of different possible use cases. So as always, that will happen. No doubt about that. You actually can see that these models will reach a point of maturity.

Lots of different possible use cases. So as always, that will happen. No doubt about that. You actually can see that these models will reach a point of maturity.

I mean, I think if we actually achieve that within a reasonable timeframe, I think that would be just the beginning. Because I think you could go so much beyond that. I think these industries are massive. Like you could imagine a social network based on something like this. You could imagine film and TV and stuff being dominated by these types of technologies.

I mean, I think if we actually achieve that within a reasonable timeframe, I think that would be just the beginning. Because I think you could go so much beyond that. I think these industries are massive. Like you could imagine a social network based on something like this. You could imagine film and TV and stuff being dominated by these types of technologies.

You could imagine education being completely transformed. The list is essentially like endless. This would be the starting point of a potential complete transformation across like multiple industries. So I think today we're really excited about accomplishing this particular mission, but I think the possibilities beyond that are practically endless.

You could imagine education being completely transformed. The list is essentially like endless. This would be the starting point of a potential complete transformation across like multiple industries. So I think today we're really excited about accomplishing this particular mission, but I think the possibilities beyond that are practically endless.

I mean, I think Snap had, as any company, a lot of good things and some bad things. I think the great things that I was able to get from Snap was the ability to work with a lot of great people. I think Snap was in a tough spot in many ways. They were in one of the most competitive possible businesses you can exist.

I mean, I think Snap had, as any company, a lot of good things and some bad things. I think the great things that I was able to get from Snap was the ability to work with a lot of great people. I think Snap was in a tough spot in many ways. They were in one of the most competitive possible businesses you can exist.