Victor Riparbelli

It's one of the things that made us where we are today. If you go and talk to our customers, they don't buy us for the avatar model. They buy us for the workflow. Like the way we've taken the entire video value chain. You get an idea, so you make a draft for that video. You don't have to use a camera or a voiceover artist, right? Because we have the AI models to do that.

It's one of the things that made us where we are today. If you go and talk to our customers, they don't buy us for the avatar model. They buy us for the workflow. Like the way we've taken the entire video value chain. You get an idea, so you make a draft for that video. You don't have to use a camera or a voiceover artist, right? Because we have the AI models to do that.

It's one of the things that made us where we are today. If you go and talk to our customers, they don't buy us for the avatar model. They buy us for the workflow. Like the way we've taken the entire video value chain. You get an idea, so you make a draft for that video. You don't have to use a camera or a voiceover artist, right? Because we have the AI models to do that.

We give you a great editor, like using PowerPoint or Canva. We give you a distribution mechanic with an AI video player that's made to serve multilingual content. The list could go on and on, right? Talk to our customers today. The reason we have, you know, million dollar plus contracts is not because people are like, oh, I want to make an avatar video.

We give you a great editor, like using PowerPoint or Canva. We give you a distribution mechanic with an AI video player that's made to serve multilingual content. The list could go on and on, right? Talk to our customers today. The reason we have, you know, million dollar plus contracts is not because people are like, oh, I want to make an avatar video.

We give you a great editor, like using PowerPoint or Canva. We give you a distribution mechanic with an AI video player that's made to serve multilingual content. The list could go on and on, right? Talk to our customers today. The reason we have, you know, million dollar plus contracts is not because people are like, oh, I want to make an avatar video.

It's because they want to convey a message to someone and they want to do that with the highest efficiency and engagement and in the best workflow, frankly speaking. And that is so much more than just the models. So, of course, we want to win on the models, and we are going to win on the models. And our specific niche here is humans presenting content, right?

It's because they want to convey a message to someone and they want to do that with the highest efficiency and engagement and in the best workflow, frankly speaking. And that is so much more than just the models. So, of course, we want to win on the models, and we are going to win on the models. And our specific niche here is humans presenting content, right?

It's because they want to convey a message to someone and they want to do that with the highest efficiency and engagement and in the best workflow, frankly speaking. And that is so much more than just the models. So, of course, we want to win on the models, and we are going to win on the models. And our specific niche here is humans presenting content, right?

Whereas all the other companies, yes, Sora, Runway, all these guys are doing amazing AI video things, but they have a much, much kind of wider merit of what they're doing. They're trying to build true foundation model video models. And maybe we'll be customers of those one day, maybe we'll be partners. The only thing I care about right now is voiceovers and humans presenting to the camera, right?

Whereas all the other companies, yes, Sora, Runway, all these guys are doing amazing AI video things, but they have a much, much kind of wider merit of what they're doing. They're trying to build true foundation model video models. And maybe we'll be customers of those one day, maybe we'll be partners. The only thing I care about right now is voiceovers and humans presenting to the camera, right?

Whereas all the other companies, yes, Sora, Runway, all these guys are doing amazing AI video things, but they have a much, much kind of wider merit of what they're doing. They're trying to build true foundation model video models. And maybe we'll be customers of those one day, maybe we'll be partners. The only thing I care about right now is voiceovers and humans presenting to the camera, right?

And I think in that niche, and if you take the entire platform as a whole, That's how we win. I think that's something we're going to see the next couple of years is that the winning companies are going to be the ones that are not overly obsessed about the AI component of their platforms, but who build for workflow.

And I think in that niche, and if you take the entire platform as a whole, That's how we win. I think that's something we're going to see the next couple of years is that the winning companies are going to be the ones that are not overly obsessed about the AI component of their platforms, but who build for workflow.

And I think in that niche, and if you take the entire platform as a whole, That's how we win. I think that's something we're going to see the next couple of years is that the winning companies are going to be the ones that are not overly obsessed about the AI component of their platforms, but who build for workflow.

And I think, you know, as I move into going to 2025, models super important for us, but expanding across the value chain, we increasingly need the publisher of videos for our customers as well, which means that instead of like using, you know, YouTube or another kind of enterprise video hosting platform, they use us directly.

And I think, you know, as I move into going to 2025, models super important for us, but expanding across the value chain, we increasingly need the publisher of videos for our customers as well, which means that instead of like using, you know, YouTube or another kind of enterprise video hosting platform, they use us directly.

And I think, you know, as I move into going to 2025, models super important for us, but expanding across the value chain, we increasingly need the publisher of videos for our customers as well, which means that instead of like using, you know, YouTube or another kind of enterprise video hosting platform, they use us directly.

And I think that's where you're going to see a lot of the value being created. There's going to be a few foundational companies that'll be very big. They already power us with, of course, we use OpenAI, we use Anthropic. What do you use most and has that changed over time? We're mostly using OpenAI.

And I think that's where you're going to see a lot of the value being created. There's going to be a few foundational companies that'll be very big. They already power us with, of course, we use OpenAI, we use Anthropic. What do you use most and has that changed over time? We're mostly using OpenAI.