Nilay Patel

Creation of video right now is super interesting because you have, in particular, not just the young generation, but everybody learning to speak the language of TikTok. TikTok, I think, is most importantly expressed to people as a video editor, not just a scrolling video tool. It's a very powerful video editor that you can also use in CapCut.

Creation of video right now is super interesting because you have, in particular, not just the young generation, but everybody learning to speak the language of TikTok. TikTok, I think, is most importantly expressed to people as a video editor, not just a scrolling video tool. It's a very powerful video editor that you can also use in CapCut.

Creation of video right now is super interesting because you have, in particular, not just the young generation, but everybody learning to speak the language of TikTok. TikTok, I think, is most importantly expressed to people as a video editor, not just a scrolling video tool. It's a very powerful video editor that you can also use in CapCut.

Then there's AI, which is making it a lot easier to make all kinds of videos in all kinds of ways. And then there's like the sort of like smaller AI components, right? That it's going to write a script for you that you can read. And like, maybe that's good, maybe that's bad, but it's all just in the mix, right? Like everyone is expecting the tools to guide them.

Then there's AI, which is making it a lot easier to make all kinds of videos in all kinds of ways. And then there's like the sort of like smaller AI components, right? That it's going to write a script for you that you can read. And like, maybe that's good, maybe that's bad, but it's all just in the mix, right? Like everyone is expecting the tools to guide them.

Then there's AI, which is making it a lot easier to make all kinds of videos in all kinds of ways. And then there's like the sort of like smaller AI components, right? That it's going to write a script for you that you can read. And like, maybe that's good, maybe that's bad, but it's all just in the mix, right? Like everyone is expecting the tools to guide them.

You can see in particular how TikTok tools like challenges and filters and templates create a kind of culture that builds upon itself and Are you thinking of that component of it? Like we need to build an enterprise TikTok editor for people in order to just bring them in the pipeline.

You can see in particular how TikTok tools like challenges and filters and templates create a kind of culture that builds upon itself and Are you thinking of that component of it? Like we need to build an enterprise TikTok editor for people in order to just bring them in the pipeline.

You can see in particular how TikTok tools like challenges and filters and templates create a kind of culture that builds upon itself and Are you thinking of that component of it? Like we need to build an enterprise TikTok editor for people in order to just bring them in the pipeline.

What's growing the fastest?

What's growing the fastest?

What's growing the fastest?

What do you think that is? I look at the broader industry and you see the big streamers are pushing everybody to basically 1080p with ads. That's sort of the default for Macs or Netflix. And then you've got to pay extra for 4K. Are you seeing that demand in the same way they do, which is people will pay extra for it? Or are you seeing that demand as this is now the understood industry norm?

What do you think that is? I look at the broader industry and you see the big streamers are pushing everybody to basically 1080p with ads. That's sort of the default for Macs or Netflix. And then you've got to pay extra for 4K. Are you seeing that demand in the same way they do, which is people will pay extra for it? Or are you seeing that demand as this is now the understood industry norm?

What do you think that is? I look at the broader industry and you see the big streamers are pushing everybody to basically 1080p with ads. That's sort of the default for Macs or Netflix. And then you've got to pay extra for 4K. Are you seeing that demand in the same way they do, which is people will pay extra for it? Or are you seeing that demand as this is now the understood industry norm?

It's so interesting to see the rest of the industry basically insist that consumers don't care about 4K. You and I are talking... two days before the Super Bowl, and for all of Fox's talk about 4K, they're still producing that in 1080p and then upscaling it.

It's so interesting to see the rest of the industry basically insist that consumers don't care about 4K. You and I are talking... two days before the Super Bowl, and for all of Fox's talk about 4K, they're still producing that in 1080p and then upscaling it.

It's so interesting to see the rest of the industry basically insist that consumers don't care about 4K. You and I are talking... two days before the Super Bowl, and for all of Fox's talk about 4K, they're still producing that in 1080p and then upscaling it.

And it's kind of fascinating to see the consumer side of the market land at one sort of standard quality level, while you're saying the enterprise of the market, the more discerning part of the market, is now not just assuming that 4K will exist, but that you will support 8K per eye, 36 frames per second in the Vision Pro.

And it's kind of fascinating to see the consumer side of the market land at one sort of standard quality level, while you're saying the enterprise of the market, the more discerning part of the market, is now not just assuming that 4K will exist, but that you will support 8K per eye, 36 frames per second in the Vision Pro.