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Video Will Never Be The Same: How Veo3 is Breaking the Internet · In the Loop AI

• David: [0:03] What if I told you, Josh at Jaws, that the most viral ad that aired during the NBA Finals was not made by any sort of ad agency, but instead by just one person using AI in just three days for just $2,000? David: [0:20] That's exactly what happened with VO3. We talked about VO3 on a previous episode. It's Google's brand new AI video generation model. It dropped 20 days ago, and already videos out of VO3 are pulling millions of views on TikTok, YouTube shorts, Instagram reels. VO3 is different. When it got released, it started impacting the internet basically immediately. And to prove it, we're going to watch the exact 30-second ad that aired during the NBA finals, produced entirely by one person using VO3. And then after, the boys are going to talk about why this changes everything. So let's go watch that ad right now. Indiana gonna win, baby! We're in Florida asking people what they put their money on! I'm all in on OKC. Indiana got that dog in them. Josh: [1:03] Will egg prices go up this month? David: [1:05] I think we'll hit $20. How many hurricanes do you think we'll have this year? Ejaaz: [1:10] Cal Shee! David: [1:12] Cal Shee! Cal Shee lets you legally trade on anything, anywhere in the U.S. OKC! Indeed! OKC! Cal Shee! OK, so Cal Shee is a prediction markets platform. So you can bet on events. And so this this ad went live during the NBA finals, of course, to say, like, you can actually bet on what NBA team you think is going to win or lose, but also other things. David: [1:35] They hinted at other things, egg prices, hurricanes. And that's that's what prediction markets are for. The cool thing is, is that, of course, as I said, this was just made by one person and Google's VO3 model. And it is already doing the job of what would be a full scale, full scope ad agency, ad production company. And it was just made by this one individual who's on Twitter. His name's PJ Ace. We're actually going to interview him later today. So that episode will come out on the feed, which is why you should like and subscribe. So when we talk to PJ Ace to get all of his information, you'll be able to hear that. Josh, when you saw this ad go out, what was your first thought? What was your first reaction? Josh: [2:10] This is incredible. The first reaction was no reaction because it's like, oh, it's just another commercial. And I think that's what was so incredible about it. David: [2:18] Did you see this live? Josh: [2:19] Yeah, I was watching the game. I saw this. I was like, wait a second. Like this, you start to form this like reality filter when you're looking at things being people like us who are always looking at AI content. You're like, wait a second, that kind of triggers some filter, but I'm not quite sure until it gets a little further in the video. But it looks so good. And I think something like this was not possible. Three weeks ago, even prior to the O3. And it shows it's a testament to how fast things are moving. I think the fact that he was able to do this with what, $2,000, one person in a very short period of time, relative to the multimillion dollar Josh: [2:55] budgets and hundreds of people, production crews that they did it with. It's like, it's, it's amazing. And I think because they were the first mover and because they were the first month to actually deploy an AI ad, it got a ton of attention. And I saw this all over Twitter for, for days. David: [3:08] I was at dinner with some friends last and we were talking about this ad and one of my friends, we were talking about it being AI generated and he just responded, that was AI, which I think if you're not like looking at it with your entire brain, you will not realize that it's actually AI. There are like obvious giveaways, obvious tells, the speaking alien being one of them, right? The absurdity of some of the scenes being one of them. Some of these scenes, an alligator in an inflatable pool, not going to happen in reality. But if you're not using your entire brain, that detail is just totally going to slip by you. Ejaaz: [3:41] Yeah. Can I be honest? If this video wasn't as unhinged as it is, I would have believed it was real. It was about the point in the video where you get to the guys swimming in the pool of eggs. Weirdly, that could actually be a real thing where I was like, oh, this is probably AI. And now I'm like noticing the alien is actually not a human in like some kind of like cosmetic makeup or whatever this is insane josh you said this cost two thousand dollars. Josh: [4:06] Yeah is david was that that was the price that's how much that's David: [4:09] How much pj ace uh that's how much he said that it cost him to make it yeah and and he did it in two and a half days that's Josh: [4:15] Okay so vo3 it works eight seconds at a time so that's right so he was really piecing a lot of these together David: [4:21] Quickly downstream of that there's an entire category of youtube videos that are more or less all titled how i use google vo3 to create viral videos and there i found like eight of these videos that had over 100,000 views apiece. A few of them had a million views apiece. So you already know that the creators on YouTube, just people who are creating content, are already looking at how I master VO3 to create viral videos. This is a video I watched of a guy just making a video. There's a guy who made a Sasquatch video. David: [4:50] So people are already experimenting with VO3 about how to master virality. But you can definitely see that in the Kalshi ad where the absurdity is just viral the the ad itself is absurd and that's contributing to why people are talking about it but you can make much more absurd content using ai than you can actually film in real life i mean remember remember when jack rat jackass was the thing i'm probably dating myself but like jackass yeah was johnny knoxville and all the other people doing absurd things and they were it was like 10 minute clips 15 minute clips and they were doing absurd things but they were truly doing things that were dangerous and unsafe and unhinged. And now you can just create those with AI and go viral due to absurdity that way. Josh: [5:36] Yeah. So it's safer, it's cheaper, Ejaaz: [5:38] And you can basically fit in any of your favorite characters or fan fiction, human or unreal, in these videos. That's just insane. You know what my mind goes to immediately is like, weirdly, like what real actors and actresses would sell like their IP to put into like these videos, right? You mentioned, David, just now that like we've seen like stormtrooper vlog videos and sometimes i i saw like a video the other day yeah i saw a video the other day of like someone pretending to be like a biblical character but like vlogging in the modern day era and it was like i've watched like five of those videos and i follow a few accounts i'm wondering like where this goes when like actors just kind of like just say hey you know what i'm kind of like lazy take take myself from my heyday make me look prettier and then just fit me into like a bunch of these different vlogs i feel like people can take this anywhere it's insane yeah. David: [6:31] Sydney sweeney will just be a permanent actor at her current age and she will never ever age and yeah let me Ejaaz: [6:38] Tell you i'd be a lot smarter david if that was the case there's. Josh: [6:43] Also the case that was why why limit it to people who actually exist because that seems like a lot of royalties a lot of like chaos you could just create these new actors and actresses and characters that are coherent throughout this world and you could create these worlds And one of the interesting things to me is that, like, to the untrained eye, which is most people, like, we spend a lot of time looking at AI content, but most people watching the NBA finals do not. There is no difference between this ad and any other ad. And for them, like, oh, maybe there's some CGI that's happening that is traditional. But I think the awareness that this is AI instead of just a traditional CGI or normal commercial, it isn't really there. So you get all of the upside of cost savings, of creativity, of productivity without any of the downsides of actually getting a lower quality product. And this is the worst it's ever going to be. And I can imagine by the time we have VO3.4, it will be nearly indistinguishable from reality. So it's like a hugely powerful unlock. David: [7:35] Let's watch some more content that has come out of VO3. So I got two more ads to show you. Both of them are, one of them is not a real ad. One of them is satire. One of them is real. And so let's start with the satire one first. This one was just made as an example of what somebody could do. And actually, let's just watch this. Let's just watch this fake pharmaceutical ad. And it does a very good job of simulating what could be. Let's go watch this. Josh: [8:00] I tried everything for my depression. Nothing worked. David: [8:04] Every day felt heavy. Ejaaz: [8:06] I felt trapped. Josh: [8:07] Then I tried Puppermen. Our prescription helps your body secrete a special pheromone that attracts puppies. David: [8:15] I took the pill before bed, and when I woke up, there he was, the love of my life. Josh: [8:22] The pill does not target depression directly, but we've found that it's really difficult to be depressed when cute dogs show up at your doorstep. Ejaaz: [8:29] I used to feel so empty. Josh: [8:31] But now I feel joy. and mild concern how a pee stain got on the ceiling. David: [8:37] All right, we don't have to watch the whole thing, but, you know, satire ad, Pupperman, it's as far as pharmaceutical companies go, like ads go, which are already so contrived, an AI alternative actually, David: [8:50] I feel like slots in very, very well. Now you can pick up some patterns, I think between the Kalshi ad that we watched, the fake Pupperman ad that we watched. It's a series of clips. And so it's a little bit schizophrenic. it moves from scene to scene. The clips are maximum eight seconds long because that's just what Google VO3 does. So there are some definite tells. And so I think while we are talking about this as if it's brand new, because it is brand new, I think it's going to become very easy to tell as time moves forward, what is a video made by Google VO3 versus what is not. But again, those tells are just the first iteration of this thing. I don't expect those things, those tells to actually stay put for very long. Josh: [9:31] It is probably also important to explain how VO3 is so much better. Like why suddenly do we have this giant jump? And the big breakthrough with VO3 was the audio. We had pretty good video generation prior, but you couldn't really have a character speaking to the camera. There was no like perceived physics engine in the video generation. But with VO3, the big breakthrough was like you could have people that talk. And a lot of the early viral videos were just characters talking and they have their own voice. And if they're in an echoey room you hear the echo and there's this new category of asmr where you can slice concrete with a knife or like you can get the sound David: [10:05] Out of it yeah yeah Josh: [10:06] But you could it emulates what it would sound like and that was a huge breakthrough with vo3 and the reason we're seeing all these videos go viral in a way that they never have before is because now you have the audio component and it's really good and i mean i'm sure that the eight second unlock will come where it will be longer You can get a really good quality, very convincing eight second clip that sounds real, that looks real. And that's that's the real breakthrough of VO3 was the audio this time. I've got to say one Ejaaz: [10:29] Of my favorite parts of this trend for VO3 are the vlogs that I mentioned earlier. So take a look at this example of this is a stormtrooper, which is a very popular character from Star Wars. And typically stormtroopers get, you know, for the nerds out there, they get a bad rap. You know, they're the evil guys. They're kind of following the kind of like Dark Lord or whatever. You can tell that I haven't watched too many Star Wars episodes, but typically they're the first character to get integrated into any kind of fan fiction or novel for people that love Star Wars, right? People dress up in Stormtrooper outfits and all that kind of things. And what is not commonly told is the story of these different characters. And what someone had the bright idea of doing as soon as VO3, you know, this is a very important AI tool, as Josh just mentioned. It integrates audio with AI. imagine all the amazing things you can use this for, you know, education, product placement and stuff. They were like, you know what? Ejaaz: [11:25] I'm going to make stormtroopers real. And what's really interesting, if I was to summarize this in a sentence, it's like the early days of YouTube. I think Josh, you said this on a conversation offline. Like it reminds me of the early YouTube videos where people were like, I don't really know what to film. I don't really know anything about hooks or like main plot lines. I'm just going to video stuff. I'm pretty sure the first YouTube video that was ever made by the founders themselves was of them at a zoo, right? And they were vlogging and they were like, you know, hey, check out this animal and all this kind of stuff. And it reminds me of the early days of then. And what I love about this is it doesn't need to be kind of like mass mainstream. It could just be personal and unique to you. So you as a fan, as a 12 year old, 15 year old or whatever year old can just be like, you know what? I've always thought of stormtroopers of doing this, A, B, and C. Like, let's just see what they would do. What would they say if they were in our times today, if they were experiencing all the kinds of things that we were on the internet today? I think that's pretty, pretty awesome. Josh: [12:26] And so the creator of, David: [12:27] There's an Instagram account now called Storm Trooper Vlogs. It's got 330,000 followers already. It was made somewhat recently, like in the last two or three weeks, because downstream of VO3. And then each one of these videos is like 30 seconds long. And it's, again, stitched together of the eight second videos that come out of Google's VO3. And the creator of them is doing a pretty good job making a story arc to them. And so inside of every video, there's a beginning, middle, end. But then you can also like watch them sequentially and you see these stormtroopers being like they're complaining about Vader is just deployed us. We got to go to Tatooine the next next vlog. They're on Tatooine. They just crash landed. And so there's actually like a story arc here. And so whoever is creating these people behind the scenes here is actually squeezing their creative juices and saying, hey, let me use this stormtrooper motif and create a story. create. I don't know where it goes, but they're making a story happen. Ejaaz: [13:25] Sorry, can we also just appreciate how high quality these videos are? Josh: [13:29] It looks incredible. Ejaaz: [13:30] I don't think even the early Star Wars films could look as good as these, right? Josh: [13:34] Definitely not. Yeah. What's the name Ejaaz: [13:36] Of the show with Pedro Pascal? The Mandalorian. The Mandalorian. Like this looks as high fidelity as the screenshots, as the shots that they have in that film. And I'm just thinking like LucasArts, which is like the studio that was behind Star Wars that came up with all these different animations of like the Stormtroopers, et cetera. They were acquired for how much by Disney? I'm pretty sure it was to the tune of like $1.5 billion. Ejaaz: [14:02] And now that moat has been reduced to like what? Zero or like 500 bucks to create this clip. It's just insane. David: [14:10] So Google VO3 does all the image generation and sound generation, but the scripting is done by the creator. And you can see people on Instagram like commenting what they're funny, the lines that they like. And so Greg got kicked out of the bar for being Greg, you know, smiley face, laughy face, 4,600 likes. So people are relating to this content as they relate to any other content that they see on Instagram. Ejaaz: [14:34] The engagement is insane as well, guys. Like we're talking hundreds of thousands of millions of likes per video. And these videos are being like, how many is being released by this account that you follow, David? David: [14:44] There's already, yeah, there's already looked something like 40. Josh: [14:48] Or so 28 at the top 28 see the profile yeah David: [14:51] The first one has 10 million views Josh: [14:53] Yeah and there's there's like two parts there's the novelty of it where it's like whoa stormtroopers now have this advanced backstory but then there's also the interactive component to it where you can see your favorite character and also kind of have input on the storyline and watch it unfold in real time where like the comments are happening and people are kind of saying what they want to see and maybe that's impacting the storyline and it's this like very real time process of something that would previously take a couple years to get from one story to the next. Like you're watching one story to the next. This is one every couple of hours and it's being generated in real time. And it's kind of this interactive thing. And you're watching these characters that you love kind of evolve, but on this weird unhinged story that would never sell as a LucasArts film, but you can do it because it's just Instagram. So you're seeing the funny unhinged, like X-rated side almost of these characters that you know and love. And that's like a super powerful thing. And you have to ask, like, where does that line get drawn for intellectual property, if anything? Because now you can take the likeness of these amazing characters and build an entire universe on top of them in in like an hour and it looks amazing Ejaaz: [15:58] I mean the the end game here is that they're getting tens of millions of views so this has to be monetized somehow i don't know whether, legally or or illegally but like they have to figure out the ip laws or issues with this because if i was disney looking at this i mean this is just great pr for the entire franchise now to To my knowledge, no one's made kind of any kind of like an illicit version of this. I hope so. David: [16:24] I mean, they are swearing. They're saying naughty words. Ejaaz: [16:27] Okay, right. So they're saying naughty words. So it's not PG rated for the typical audience at Disney. Josh: [16:31] And Greg's getting drunk at the bar. David: [16:32] Yeah, Greg's getting drunk. Oh, yeah. So it's worth noting that there are two stormtroopers and they are persistent. Their identities are persistent. And so one of them is named Greg and the other one is the main character. I don't know what his name is, but his buddy is Greg. And so it's him and Greg as two stormtroopers in every single video. So even though they're just normal ass stormtroopers, they're the same two characters over and over and over again. Josh: [16:55] I'm in awe looking at the surfing physics. It's really good. Like he goes off a wave and he falls as if he were really falling. David: [17:00] There were some examples of physics not being so great. I can't find the one with a monster and like a Jedi comes in, but then you can see like the physics David: [17:07] on that one wasn't really perfect. Ejaaz: [17:09] So a question for you both, beyond TikTok, Instagram entertainment, what do you think VO3 with all its audio and video capabilities could be useful? Like outside of that? David, I know you mentioned products and maybe you can kind of like pitch your product in I don't know a million different colors or using like really aesthetic characters and you know any kind of creative brain can go with that but is there anything else that we're missing that might be kind of obvious and maybe it's just entertainment to start off with I. David: [17:37] Think well I think the way that it goes viral is absolutely entertainment and going back to like again the early days of YouTube what did YouTube do it unlocked much more creators than what previously existed like with YouTube you just needed a digital video camera and then all of a sudden you could become a YouTube creator. Like your person could become a YouTube creator. But in this day and age, like being a YouTube creator is pretty competitive and you kind of need to be a pretty charismatic orator of good information. You need to be really presentable. You need to put in a lot of work. And if you have just a really rough accent or you're just shy and you're not outgoing enough, it kind of bars you from being a good creator on YouTube because you need to have that like mkbhd style of of art in order to be able to be good at being a youtuber you have to you have to be a youtuber David: [18:28] With VO3, you can still actually have a lot of creative juice, creative energy, but you can use VO3 as the actual cosmetic overlay over whatever your creative is. And so there's this notion of just a creator-less YouTube account. What's the faceless channel is like the words that I think are going around. It's like you, the creator, can be a creator, but it doesn't have to be you anymore. or it actually just has to be you and your AI assistant, your VO3 assistant to create a story. And if you have the creative juice, there's basically nothing getting in the way between you and a very successful creator channel, either on YouTube or on TikTok or on Instagram. And so I think we're just doing another step function change of another 10X in like people who are good at creating content. Josh: [19:16] You have these like tools of infinite leverage where you're really just limited to your creativity. And it's just like back to your point, if you view video as a tool And you just think of where are we consuming video? It's like, well, there's two main buckets. There's like, we're normally consuming to entertain or we're consuming to educate. And I think it really empowers people in both of those sectors to use these infinite leverage tools that are only limited by creativity to get creative and unlock all these huge things across entertainment, across the board. Anytime you interface with a video to be entertained, that's going to look totally different. And the same with education, where now you have this like hyper customized version to teach you anything. If you want to learn how to change something in your sink or your toilet, you can just generate a video on the spot. And that's like a new unlock, too. Ejaaz: [20:00] Yeah, I mean, my history lessons would have been way more entertaining if I could actually watch the guy talk and tell me about his time living in what the Middle Ages or whatever that might be, right? I was just thinking like, what's the natural Pareto effect of this new tool now, right? So let's extrapolate out to like, I don't know, a decade from now, we have infinite more content than we could have ever, our pea brain could have ever consumed or hoped to consume, right? And I'm guessing like, okay, do my hat on. 80% of this is going to be just be slop, right? Dopamine kind of fueled like, look at this ASMR thing of this knife cutting a glass strawberry, but it sounds so good. And this is so visually weird. And I can't look away, even though it's just eight seconds. Josh: [20:46] Which by the way, Ejaaz: [20:47] That is me right now. My entire feed, I would say about 40% of it is just AI stuff. And then the 20% is like real creatives, as you said, Josh, that are using this for much bigger purposes, which will have, you know, massively outsized impacts on education, on advertising, on product placement, all those kinds of things. Do you guys generally agree with that trend? Or do you think it might be something a little more even or perhaps even the inverse correlation? Josh: [21:13] It feels like it might even go further than that like i think of of my day-to-day workflow and if people watch the show they may have seen an original short that i published where i'm just kind of talking to a camera about a specific topic and if i can take myself and place myself in this video generation model and have it iterate and create these original shorts about a topic and do it for me and do it precisely and do it personalized for every single person much prefer that reality than than me needing to do it to myself because it gets the point of cross but it doesn't require all of the the time and effort and also the the lack of customization per person and i think if you extend that out elsewhere and you could just emulate a person or create a new one without the rules of traditional algorithms and physics applying it just creates these much more hyper customized versions of what we're already used to consuming so your distribution is probably right where like 80 of it is probably going to be crappy and i think i i do agree with that but David: [22:11] That's already true today there's already 80 of crap youtube content Josh: [22:14] I think it might honestly even be higher than 80 and i think that's okay i think it just probably becomes a little more elevated but the the 10 the 5 of good content will probably be exceptionally great like it will be better than and as you mentioned like reliving a historical event i saw one of these videos of the people who snuck into the castle in a Trojan horse and it was playing out the entire sequence of events as if you were there. And there's this like knight who's got a vlog camera and he's like filming around the boys of the campfire and he's explaining the process of coming to the conclusion like, oh, we need a Trojan horse. Oh, we're going to go in it. Here's how we're building it. Here's what happened when we got in. David: [22:56] And it was entirely historically accurate, I'm sure. Exactly. Josh: [23:00] And you could really, you can like experience the mid-century like wars as if they were a vlog on YouTube and a very high quality one that's historically accurate and contextually accurate. And that is like such a powerful unlock. Like, man, if I had that in school, that would have changed everything. Dude, I couldn't agree more. But David, you make a really interesting point, Ejaaz: [23:20] Which is, okay, what if this tool gets in the hands of people that want to kind of drive a different kind of agenda and maybe pervade certain historical inaccuracies or current inaccuracies on current topics and political stuff? Ejaaz: [23:33] Like, oh, do you have a take on this? David: [23:34] Yeah. So this is perfect because this is exactly where I was going to go next. There were a bunch of, due to current events with the Israel-Iran conflict, there were a bunch of fake AI videos of Iranian missiles landing in Tel Aviv that did not actually happen. The explosions themselves were AI generated. Now, I saw these on Twitter. I'm on Twitter all the time. And so I saw them go out on Twitter. They have since gotten deleted, which is interesting. I wonder if that was Twitter doing that. But nonetheless, for a solid 48 hours, there were seemingly very real. You could kind of tell if you were again, if you were paying attention. But I mean, I think we here are as as good as you can be for reasonably understanding what's AI versus not AI. Average population will not. And there was definitely a campaign coming out of these like unofficial Iranian Twitter accounts that were tweeting out videos where not real missiles were landing in Tel Aviv. And I actually had to like send some of them to my friend in Tel Aviv being like, hey, I'm pretty sure this is AI, but like double check for me. And she like kind of gave me the affirmative versus not. And so, again, this is just, you know, week three of Google VO3. I don't even know if it was Google VO3, but the conversation is the same. You can definitely see how this could turn into big disinformation, misinformation campaigns to create a narrative. Josh: [24:57] It's a super powerful tool because, I mean, going back to the first example with the Kalshi ad, I would bet over 80% of the people watching that didn't even recognize that it was AI. And it's gotten so good now where you can really just reshape reality in a way that's indistinguishable from reality and present it to these people. And for those that aren't hyper aware, that becomes truth. And like you saw with the missiles or like we'll see with other campaigns, you can just create this world that appears real, has a lot of the same traits that would be real, but it's not. And that's a super dangerous thing. And I'm not sure of any way to combat that. David: [25:30] Yeah. Yeah. This is a video I sent you guys on Instagram. Josh: [25:34] Oh, this one drove me crazy. David: [25:36] So this is a video of a man jumping off of a cliff into a very small hole, which leads into water. And so he jumps into water, but the hole that he jumps into is like six feet, seven feet across. And so he has to be incredibly precise. He nails it right in the center. But you just look at that and like all of us, I don't think any of us were like, I'm can definitively tell to tell that this is AI or not. We found the video of the creation of it and turns out he's jumping into a very big lake and then AI wrapped ground around the person and made it look incredibly real. None of us were able to tell. And so with the right tricks, and if you're good enough at this, I think it's already possible to dupe even the most informed David: [26:19] people about what is or what is not AI. So that reality is already here. Ejaaz: [26:24] David, there's another video as well, right where like we have like some form of a host and she guides us through what's ai and what's not do you have that video. David: [26:32] Okay so here's the video that ijaz was just talking about so there are a number of examples of this lady talking about what's ai versus not ai in her videos and so it's kind of a quiz so let's play this video and viewers you have to view to watch this uh see how many you can get right i got all but one right let's see let's see how many you can get in this video. See if you can tell what's real and what's AI. Thanks, Marissa. Ejaaz: [26:56] Okay. David: [26:58] This bouncy house, it's AI, unfortunately. Looks fun, though. Which lamppost is real? That one's real. That one's AI. The bench, it's real. It's everyone's favorite game, purse or potato. Which one's real? This one's real. This one's actually not a potato. Ejaaz: [27:17] It's a yam. There's no way. Josh: [27:20] You got that one Ejaaz: [27:20] Right. David: [27:20] David I got that one right they're real I was on the whole day no way this gazebo real no it's actually this gazebo thing What about this easel? Josh: [27:34] You really got to try hard for these. David: [27:35] The easel is real. Ejaaz: [27:36] I failed on 50% of these. David: [27:38] Beautiful piece of art to hang in their home. Ejaaz: [27:40] AGI is here. David: [27:40] You can't hang this because the art was AI generated. Josh: [27:43] Sorry. David: [27:44] Okay. So the way that I got that purse one is that you can tell the dimensions of the real purse change. Whereas the other one, it looks like she's holding a static image. Oh, okay. That's how you could tell. But other than that. Ejaaz: [27:55] You need a trained eye. You need a trained eye to know this. David: [27:57] And I was using all of my brain to keep up with that one. Yeah. Yeah. Josh: [28:01] Yeah, this does appear to be the most dangerous part is the subtle nuanced changes that you can't really disprove that going back to the lake one. You sent it to me and like I knew it was wrong intuitively. I was like, this is not right, but I couldn't prove it. And I think that was the part that is scary for me, where like you have the Iranian missiles, you could kind of prove some of them, but it's getting close to the point where you can't. And if it's subtle adjustments that meaningfully change a story, it's really difficult to tell. and we're at that point like David: [28:31] Right now okay so i've compiled like a pros and cons list a constraints and superpowers list of vo3 that i kind of want to just run by you guys so starting with the constraints vo3 they can only produce clips that are eight seconds long and so it's kind of a giveaway if we're trying to actually like recreate real life it's a giveaway if these clips are eight seconds long all the subjects are more or less the same distance from the camera and so they're within a particular bound of where the subject is from where the camera is and so that's you can kind of tell that way continuity across scenes are pretty bad and so this is actually why gorilla or there's some bigfoot content out out there but also stormtroopers like these subjects are very good because vo3 when it renders like a new scene it re-rolls all the properties of the subject and so if you are talking about like a human subject you say like blonde, curly-haired reporter It's going to make a blonde curly haired reporter that's new every single time. But if you just do a stormtrooper, the stormtrooper continuity is strong. Otherwise, continuity cross scenes is pretty broken. And so if you're trying to like recreate the same scene twice, that's pretty difficult. Google does do a pretty good fix with this, though, is that you can take the last scene from one clip, the last frame, and that will be the reference frame for the start frame of the next clip. And so they do solve that problem in a pretty clever way. Ejaaz: [29:54] Cut scene with the same character is what you're saying but if it was a continuous video then you. David: [29:59] Could it doesn't it doesn't look like a continuous video but it is it does kind of just like help the continuity of like the background will be more or less the same the subject will be closer to being the same and so they have a pretty good set of tricks to overcome this and so those are those are kind of the constraints superpowers 10x time like 10x faster storyboard to render cycles so you can just iterate so many times faster if you don't like something you can just do it again And also, there's no need to license stock SFX or voice acting at all because VO just bakes in the audio. It creates the audio and dialogue in the model. So there's like if we were to use a song from somewhere, Spotify, in this video, we would get flagged for David: [30:40] copyright infringement. Since VO3 just makes everything from scratch, there's no copyright issues. So you kind of like unlocked as a creator. Those are my big like kind of constraints and superpowers. Do you guys have anything to add to that? Ejaaz: [30:52] I was just thinking of another Indirect Pro, which is just NVIDIA just keeps winning from all this stuff, guys. Like, I was just thinking about how much compute is required to run or create one of these eight seconds clips. And I'm guessing it's like quite large right now and it'll drive down costs over time. But like Jevon's paradox, which is the paradox where like, you know, if you create too much supply of one thing, eventually its cost or value goes down because there's so much of it, right? And not everyone wants to use it up. Actually, the opposite happens. And people find, yeah, people induce demand. They find different things to indulge in. And basically it just, you basically end up with more people wanting to use compute. NVIDIA is just benefiting from all of these different things. Whether we talk about VO3, whether we talk about a new model, whether we talk about ChatGPT's new image generation or whatever, it's just like NVIDIA is just absolutely crushing on this side. So it's an indirect little thing. David: [31:49] All right, here are my big takeaways as to what to watch for next. This is what I'm looking for downstream of VO3. First, how quickly will society adapt to VO3 outputs? So we already saw Kalshi making the first ad. What if like people realize that these are VO3 output ads? They just intuitively know it just because of the style of the video content. And then they understand like, oh, this is AI. And because I know that it's AI, I actually think that this is a low quality product because they're not using humans. Like what if humans adapt to the meta because it's so easy to produce these things. It starts being a commodity. And like, you know, the third or fourth or fifth company to use VO3 to make an advertisement. Sometimes maybe that starts to become like a negative signal. That's just one example of what could happen. How will a society adapt to the fact that VO3 becomes a very commoditizable output? That's one thing. Tooling ecosystem. So how will tooling around VO3 and other AI video generators come to make these things higher quality, less sloppy, less discernible? David: [32:48] And so just like tooling will emerge around these things to just make these things, make these products better. Fundamentally, how good can VO3 get? Can AI model working memory improve to be able to produce content that's just longer than eight seconds? Can the working memory of these models just do better than eight seconds? Can we make 30 second clips that still retain continuity and doesn't look like manic? And also creator anxiety, I'll call it creator anxiety. Mid-tier YouTubers will David: [33:16] be undercut by anyone just willing to like churn and burn out content with VO. So human creators who want to stay human and not just go down the AI generated rabbit hole will need to double down on personal brand and just instinctive trust towards real humans and then if you aren't willing to make that gap then you're going to go into the world of vo3 and you're going to just like figure out how to best leverage vo3 to make your youtube channel or tiktok or instagram reels as good as possible so those are kind of my what to watch things anything you guys are watching for i Ejaaz: [33:48] Mean alphabet that owns google and youtube and it seems obvious that they're going to integrate vo3 into youtube at some point soon, right? To your point around tools, David. And then the other kind of like thing I'm thinking about is I think a lot of human YouTubers, you mentioned like, you know, they might just double down on human made things. I think a lot of them will go over to the dark side because like I'm just thinking about like how Instagram changed the game with filters, you know, and everyone just started like slapping filters on themselves. Snapchat did the same thing. I think we're going to see something very similar just from that clip that we showed earlier about that girl that was showing, you know, what was real and what's not. And one of the scenes was her sitting on a bench, which turned out to actually just be her friend, you know, just kind of like crashed on the ground. I feel like people are going to get really creative with that. We're going to end up with some really weird human AI hybrid. Josh: [34:41] Yeah, I'm personally excited for the pseudonymous type content. I think we see this a lot on Twitch, where some of the top Twitch streamers aren't real people, or they're real people disguised as these virtual animated characters. And when you remove the human from that loop and you're able to do that much more cheaply and much more effectively, I'm interested in seeing what that looks like. Because already we've started to condition people in the world of video games, at least, to expect people that don't look like people, but speak like people and move and act like people. So if you actually just replace the human behind it with this AI video generated model, that probably doesn't change a whole lot in the eyes of the viewer. But in terms of the amount that you can create that that's a huge unlock so that's what i'm personally excited to see Ejaaz: [35:27] It probably becomes more expressive doesn't it like imagine like you have this kind of mask to hide behind like you're probably going to be kind of i don't know more honest or more transparent about like what your real thoughts or creative ideas are if you can like you. Josh: [35:42] Know they're yeah more of the time like you can now stream 24 hours a day um there's no limitation and you could also stream in different languages so you could take that version of yourself and and create an asian version that it happens into that market that's really large yeah yeah this whole unlock where you can just duplicate yourself oh david's pulling up a black mirror trailer this should be David: [36:01] Good do you guys know this episode the black mirror episode where this animated character who's controlled by a human and there's just technology that takes the human's emotional expressions and puts it onto this animated character and then this animated the character just grows in popularity and then becomes elected president. Like we, we have the Ejaaz: [36:18] Technology to get here. We can do this. David: [36:20] We can do this. We can do this now. Yeah. Yeah. David: [36:24] Which actually i think will leave me to the last big takeaway that i have the last big thing that i'm watching which will be the future of memes so memes are just a technology we first had like you guys remember rage comics back in the early days of memes on the internet they were just very reductive very primitive forms of memes and you know just the first viral memes you had the the picture memes you had like the awkward frog meme or like all those og the og memes that came well before zoomers were even like aware of of life then you know meme technology progresses and now we have different meme formats because we like bandwidth on the internet got better phones and cameras got better and so the meme technology meme form factors got better and so i think the meme form factor is just going to get enhanced by google vo3 and there's going to be this like yeah just a new way of creating and sharing and going viral with memes when everyone will have a video generator built into Instagram, David: [37:26] Built into Google, built into ChatGPT, and they'll be able to make memes with video generation. And I think AI-generated videos are going to be the new container form factor for memes that you're going to see spreading around TikTok and Instagram Reels. So that's actually what I'm excited for. I'm excited for the memes. Guys, I'm pretty excited for our interview with PJ Ace. He's the guy who created the Kalshi video, the Kalshi ad that went on the NBA Finals. So I'm pretty excited for that interview. If you are just tuning into this channel, make sure to like and subscribe the video so you can go hear from PJ Ace when we have him on. David: [37:57] And if you are also interested in just getting this podcast on your RSS feed, we are also wherever you get your podcast. Josh, Ajaz, thank you once again for going through another episode. Josh: [38:07] It's been awesome. See you guys soon.