Jaeden

They have all of these like chip export limitations.

They don't have as many chips.

The NVIDIA's kind of chips are getting stifled to ship to China.

So I think they actually do figure out how to make these models more efficient.

And I think that's probably a really good thing.

And then you also have other American companies like Runway, for example.

And I recently saw an article about Runway, and it is launching a $10 million fund to help fund other startups that are building with AI.

So it doesn't feel like they're slowing down.

They're kind of going full steam still.

But I will say Runway's usage of the AI video market is pretty small.

I think one of the biggest players right now is Grok, Imagine, apparently.

Their video editor or their video AI tool has the most market share, which is interesting.

But then there's also Google and Google definitely can afford to burn money.

But their VO3 is an amazing model as well for video generation.

I don't think that's going anywhere anytime soon.

Yeah.

And one thing that I'll say about all of that is that video models, I don't think, are slowing down.

There's our friend of the podcast, Logan Kilpatrick.

I've interviewed him and had him on my different shows a bunch of times.

He was working over at Google.