Gaurav Misra

And video, for example, like CGI exists. We can make fake things. We can make fake humans. We can make fake sceneries and dragons. And so this is a solved problem. We know that there are solutions to these. And with AI, we're actually just making it easier to solve these problems.

And video, for example, like CGI exists. We can make fake things. We can make fake humans. We can make fake sceneries and dragons. And so this is a solved problem. We know that there are solutions to these. And with AI, we're actually just making it easier to solve these problems.

Not just a little bit, but like a hundred times easier, which in the end, that means more accessible, larger market, more people can use these types of technologies.

Not just a little bit, but like a hundred times easier, which in the end, that means more accessible, larger market, more people can use these types of technologies.

So I think that's one of the fundamental differences there is if you look at business models for like artificial intelligence companies that are really working on AGI, then you kind of have to think about this unbounded problem of like, okay, we put in a bunch of capital into it.

So I think that's one of the fundamental differences there is if you look at business models for like artificial intelligence companies that are really working on AGI, then you kind of have to think about this unbounded problem of like, okay, we put in a bunch of capital into it.

We create a model only for that model to be beat by the next model and that model becoming essentially useless and obsolete. And then there's the next model after that. And how long does this go on for? Actually, we don't know. It may go on forever. There may be like no end to this intelligence race. Whereas if you look at the media generation companies, it actually is creating an asset.

We create a model only for that model to be beat by the next model and that model becoming essentially useless and obsolete. And then there's the next model after that. And how long does this go on for? Actually, we don't know. It may go on forever. There may be like no end to this intelligence race. Whereas if you look at the media generation companies, it actually is creating an asset.

And there might be very soon a point where, oh, wow, it's just really good. It's just perfect or close to perfect. And we've kind of solved it. And then it's an asset. And then after that, it's just software company. And the asset's really expensive to create. But once it exists, it just generates value. And it doesn't lose value that easily.

And there might be very soon a point where, oh, wow, it's just really good. It's just perfect or close to perfect. And we've kind of solved it. And then it's an asset. And then after that, it's just software company. And the asset's really expensive to create. But once it exists, it just generates value. And it doesn't lose value that easily.

So what is going to make those models better and better? I think it's going to be like fine tuning with more data, fine tuning for specific use cases, different types of things you want to generate, different types of visuals, whatever it might be. Use cases like, oh, it's going to be used in ads or movies or social media or something else.

So what is going to make those models better and better? I think it's going to be like fine tuning with more data, fine tuning for specific use cases, different types of things you want to generate, different types of visuals, whatever it might be. Use cases like, oh, it's going to be used in ads or movies or social media or something else.

But there may be a point where it's like, wow, yeah, this is pretty good. It's realistic. I think that's a pretty important thing we're thinking about right now. How do we bootstrap that data flywheel to be able to reach that level?

But there may be a point where it's like, wow, yeah, this is pretty good. It's realistic. I think that's a pretty important thing we're thinking about right now. How do we bootstrap that data flywheel to be able to reach that level?

I mean, at the rate at which video models are going, I mean, you probably remember seeing like the Will Smith spaghetti thing. Everyone's seen this meme, right? And it went from like really horrible to like, wow, this is actually good. And I think really, really good is probably around a year, year and a half away.

I mean, at the rate at which video models are going, I mean, you probably remember seeing like the Will Smith spaghetti thing. Everyone's seen this meme, right? And it went from like really horrible to like, wow, this is actually good. And I think really, really good is probably around a year, year and a half away.

I only say this because if you compare, for example, like text models to like video models, text models are already like in the 400 billion parameter range. People understand better how to scale LLM technology today just because more money has been put into it, more time has been put into it. Like diffusion models, still in the tens of billions. It's still early, not even close to the text models.

I only say this because if you compare, for example, like text models to like video models, text models are already like in the 400 billion parameter range. People understand better how to scale LLM technology today just because more money has been put into it, more time has been put into it. Like diffusion models, still in the tens of billions. It's still early, not even close to the text models.

So as that grows, there's just no doubt it's going to get better and better. And like the experts kind of know that this is all possible. It's just that very few companies in the world have the funding and the expertise to actually go after this. So like it just takes some time. Like it's not like some unsolved problem. People know what needs to be done. It's just we're all getting there.

So as that grows, there's just no doubt it's going to get better and better. And like the experts kind of know that this is all possible. It's just that very few companies in the world have the funding and the expertise to actually go after this. So like it just takes some time. Like it's not like some unsolved problem. People know what needs to be done. It's just we're all getting there.