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Sora, AI Bicycles, and Meta Disruption

stratechery.com

41–50 of 56 posts

Re: Sora, AI Bicycles, and Meta Disruption

#41

IMO, Ben Thomson has great takes but this one is too over-indexed on the current SORA hype. Sure, a lot of people are downloading it and actively using it for creating videos/memes, but just like the Studio Ghibli phenomenon, interest will die down in a month or two.

Dude is drinking the koolaid for sure. Did you see his take on Meta's Vibes? It was so embarrassing.

Re: Sora, AI Bicycles, and Meta Disruption

#43
post #2

This might be controversial, but I genuinely love AI-generated “video slop”. Hear me out for a second: I’m utterly exhausted by influencers peddling their endless “buy this crap” content. Honestly, the AI slop often feels more creative, less salesy and refreshingly free of performative perfection. But Meta knows AI slop poses a problem for their business model. When anyone can churn out engaging content without needi…

Big Tech will find a way of ruining it for you.

Re: Sora, AI Bicycles, and Meta Disruption

#44
post #25
post #9

People love Sora in no small part because it lets them make videos with their favorite public figure/fictional character in them. OpenAI knew that, played fast and loose with IP laws because… they wanted that bit of popularity to impress investors or something… then the lawyers got nervous and now they’re dialing it back down. It’s a trick they can pull once but that’s it. I suspect the more limited it inevitably bec…

>that’s why I think open-source models will still come out ahead in the long term In what data centers would these open models be run such that copyright laws will not apply? Serious question. Trying to figure all this out. Is it that you think people will run the models on their own laptops or phones? Or will there be some offshore municipality where the models can be served from that is out of the reach of copyrigh…

You should look up the local llama and stable diffusion sub Reddits to see what is possible to do locally. If you have 24gb of vram you can do A LOT!

Re: Sora, AI Bicycles, and Meta Disruption

#45

Earlier quoted context omitted.

I wonder if someone can figure out how to leverage 100,000,000 volunteers donating a dollar of compute electricity to train these models.

Doesn’t that simplify down to just donating a dollar?

It does not. The $1 of electricity can be simplified to just a $1

However, the way the parent worded it ie $1 of compute electricity - requires the compute to exist and temporarily be loaned. Otherwise “just a $1” would require a massive capex to buy/build compute.

Re: Sora, AI Bicycles, and Meta Disruption

#46
I am quite disappointed to see even Ben displaying an absolute lack of critical thinking about the disturbing trend of creating new AI algorithmic feeds apps. This piece reads as very detached from actual societal and economic implications. As someone in media, I'm also profoundly disappointed at how giddily some colleagues just have jumped on this disturbing horror bandwagon. It's your craft and livelihood they're playing with, ffs!!!

Re: Sora, AI Bicycles, and Meta Disruption

#47
post #10

Earlier quoted context omitted.

I'm not sure I completely understand what you're saying. Are people locked into the influencer economy because of the "polish" of the videos? I feel like people are more locked into consumerism, and this is just the cheapest channel of delivery. Won't much of the AI slop just become, or try to become the influencer itself?

> Are people locked into the influencer economy because of the "polish" of the videos? Yes. Influencers with big production and marketing budgets will usually create more content that has the "wow" factor. With AI people can add the same "wow" factor in their videos with little to no budget. This should slowly erode the value of a platform like Instagram as AI content gets better.

Why would it devalue the platform? The more time people spend watching, the more attention that can be monetized. More content, or higher quality content, or content produced more cheap does not detract deon that? The algorithms will pick winners anyway, and can shape things into the familiar power law of popularity, if that is the desired mode. People parasocial needs can be exploited by human creators to differentiate from AI generated content. Modern social media is like a casino, the house always wins.

Re: Sora, AI Bicycles, and Meta Disruption

#48
post #12

Earlier quoted context omitted.

I'm not sure it's fair to separate "AI Slop" with "Buy my crap" marketing. People will monetize one way or another. It may be more or less explicit with AI slop. Additionally, I would challenge "AI slop posing a problem": AI Agents and automation of content keeps people engaged inside of a platform, inside of a niche. A democratization may lead to more expensive ad space. Meta can certainly assist in creating slop an…

> Meta can certainly assist in creating slop and maintaining conversational salespersons They absolutely can and you could’ve said the same about Stack Overflow or Quora. But in the end those platforms fizzled once AI began to democratize the creation of “good-enough” answers. The same trajectory likely awaits Instagram as AI-generated videos reach parity with user-made ones, the distinction between creator and consu…

I believe Stack Overflow and Quora were screwed because chatbot interfaces became the new entrypoint. _If_ Instagram/TikTok/YouTube manage to stay the place people go habitually, then I think they will benefit, not be harmed. But there are probably many ways to step wrong here. There is a bit of an innovators dilemma for the platforms that currently relies on human produced content. If I were them, I would fund 2-3 new/separate efforts to be able to experiment while not immediately killing the current golden goose.

Re: Sora, AI Bicycles, and Meta Disruption

#49
post #8

I spend way too much time on short videos on Instagram and TikTok. I've got Sora and I've tried a bunch of times and I'm just baffled by its success so far. First of all I almost never use these video services with the sound on. I know I'm not the only one, because many services have captions on by default. Sora doesn't seem to have a solution for this yet. Second, I have almost no desire to see videos with @Sama cam…

How old are you ? Kids will grow up with these techs like we grew up with TV and early consoles, they'll love it and see it as a baseline.

I don't understand tiktok at all, but when I go for my daily walks I see groups of kids (10-15) standing on benches in groups of 3-5, each of them doomscrolling on their phone, kids walking while scrolling (and the permanent deformed neck that come with it), it's the norm not the exception.

Re: Sora, AI Bicycles, and Meta Disruption

#50
post #2

This might be controversial, but I genuinely love AI-generated “video slop”. Hear me out for a second: I’m utterly exhausted by influencers peddling their endless “buy this crap” content. Honestly, the AI slop often feels more creative, less salesy and refreshingly free of performative perfection. But Meta knows AI slop poses a problem for their business model. When anyone can churn out engaging content without needi…

I'm not sure I completely understand what you're saying. Are people locked into the influencer economy because of the "polish" of the videos? I feel like people are more locked into consumerism, and this is just the cheapest channel of delivery. Won't much of the AI slop just become, or try to become the influencer itself?

> Are people locked into the influencer economy because of the "polish" of the videos? > I feel like people are more locked into consumerism, and this is just the cheapest channel of delivery.

Don't forget parasocial relationship

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