Victor Riparbelli
speaker
267 appearances
2 recordings
2 series
first heard Jan 2025
last heard Mar 2025
Victor Riparbelli’s voice in public audio — every appearance, attributed to the second.
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Appearances
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.
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?
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 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.
Yeah, we've shifted some workloads to Anthropic. We're also using Gemini actually. I think in general sense is that it's a lot about like pricing. Some models are definitely like better at things than others, but we have like a lot of like workloads that were big workloads. Moderation, for example, is one of them. So I think pricing is important.
And again, like the scaffolding infrastructure around it.
We only want to build models if we think we can be the best in the world at it, which in general for us means that it's a narrow domain and that it is directly tied to a bigger workflow. And so we always work backwards from what our customers are trying to do.
If we think we can be the best in the world at it and we think there are compounding advantages of building that model, then it's great for us. And what that means very specifically is that for humans presenting to camera, to dialogue-driven content, that's what we want to be the best in the world at.
I think there will be some concentration for sure in the big companies. But it's kind of interesting because like specialized models, right, it's still very technology centric. I think there'll be many, many, many different products that people use in their daily lives to run their businesses.
And a lot of those will probably use models that are like an open source thing that's kind of like tuned specifically for something and integrated into like an overall platform. And if you think of that as a specialized model, then yeah, I think we'll see a lot of specialized models, but it's very like tech industry to talk about models all the time, right?
Like I think most people, we will interact with models like we do in ChatGPT or whatever today for sure. But a lot of like the things that you won't notice as a consumer, when you're just using someone else's platform or product. There'll be a lot of workflows in the background that are also driven by LLMs. You'll definitely see a lot of companies building their own specialized LLMs, right?
But I think we should think more about products than models.
it's going to be incredibly difficult to do anything that can mirror the chat GPT moment when it first came out. As humans, I think we saturate incredibly easy. We often forget how crazy just like GPT-free actually is when you use it, right?
So my sense is that when they release something, it'll probably be good and there'll probably be a whole bunch of tech nerds will be very excited about all the things you can now do. And maybe I'm wrong and it's just like super intelligent thing. They'll just like self-improve and save the world. But I think it'll come out and it'll be like good.
It'll be definitely better than the previous things. But I think most people will not like care that much because the bar for someone to really care that much is incredibly high, right? And there's all this talk about this is like AGI, it's not AGI. And I think all those things kind of riddled with like, well, what's the definition of AGI, right?
If you took ChatGPT 200 years back in time, right, in England, and you showed someone this magical thing you've built, you'd be burned at the stake. If you did it 50 years ago, people would definitely think, this is AGI. I'm talking to a computer that knows everything about the world. This is absolutely batshit, right? And then today, people are like, ah, it's just a stochastic parrot.
And I don't know what's true or what's not true there. I think it'll be very powerful. I don't think it'll have as much as kind of like the cultural moment that ChatGPT created initially. And as I said earlier, I think elements of this that there'll be like a small group of people who really care deeply about what benchmark does it work against?
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