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it was absolutely clear that scaling loss finally work. It's not just a concept from science that scaling loss work. Video just takes maybe two, three years longer than LLMs and coding, but it was clear that finally scaling loss should work in video as well. And I just decided just to take a bet.
I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% of the markets. In terms of the dollars generally.
I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% of the markets. In terms of the dollars generally.
I do believe we are going to get to spend close to 50k and 100k a month for those who can call 10x engineers, 10x creatives.
we're going to be over $100 billion.
In our space, there are definitely other companies like Adobe and Canva, who builds the best software for the pixel first era, where everything was defined with pixels. But that's clearly not how the world is going to work in the future.
I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% of the markets. In terms of the dollars generally.
From what I know, OpenAI, Anthropic, Cloud, all of them use the same methodology.
we are probably, probably like the thirds after OpenAI and Anthropic.
I do believe that just because the capitalism works, I mean, openly an anthropic steel are going to have more than 50% of the markets. In terms of the dollars generally.
many people don't understand the opportunity, this large market, which we go after.
The largest city by usage is Seoul in South Korea, while the largest country is obviously the United States.
We become infrastructure to essentially build distribution for direct-to-consumer businesses.
we're going to be over $100 billion.
for our markets, we're seeing completely different dynamics. ... they want to have maybe cheapest, more steerable models, because like PhD level intelligence is not necessarily needed to make social media video.
we call it tokenomics essentially, right? As like there is certain amounts of work customers want to do, how can we optimize number of tokens which is required and how we can pick the most efficient tokens for them?
we choose what model to use in over than 40% cases.
I do believe we are going to get to spend close to 50k and 100k a month for those who can call 10x engineers, 10x creatives.
internal usage of models a month is over 4 million.
we get 80% plus margin whenever we run open source models, like post-trained open source models.
The margin on own models and open weights models is over 80%. And then it almost doesn't matter. And for closed source models, it's probably between 20 and 30%.
it's from like maybe 1 million to 20 million in ARR within maybe the first three months. Then we released our own image model, which is really good at aesthetic photo shoots and product consistency. This is what allowed us to scale then from 20 to 100 million.
average prompt length is over 3000 words... at least 10 image references for every scene
a lot of benchmarks today for videos really text to video, which does not represent actual workflows at all
this was my mistake... I really was thinking that chasing benchmarks is valuable
we don't do any paid
for 90 minutes of TV quality content, it was over 100 hours of AI generated content
we made the first AI generated movie... we open sourced all of it
we have an in house team of over 150 creative professionals
NRR at month 12 is over 300%.
we burned more than 10 million out of 16 million raised in seed fundraising.
When we had less than six million left, I guess it was slightly less than five actually, I realized that the only thing which we can be focused on is to lean into the product PLG, and just finally set belief that the best product is gonna win. And then we just started to talk to customers, we spoke to eight creative directors about their experience with AI and what's simply missing. Everyone told us that camera control does not exist in AI. And camera control is so important to tell a story. So
I think I just lost the touch with reality back then. I was so much optimizing for what's hype today, what's the right narrative, how we can hijack the attention, all these things really, everything instead of building a good product.
it was absolutely clear that scaling loss finally work. It's not just a concept from science that scaling loss work. Video just takes maybe two, three years longer than LLMs and coding, but it was clear that finally scaling loss should work in video as well. And I just decided just to take a bet.