David Pantera
@davidpantera_
@Stanford & @StanfordGSB🌲 | ex-PM @Google AI (Gemini, Pixel) | Scout @a16z (if you're pre-seed / seed in ai apps, let's chat) | Posting about AI
قد يعجبك
In the last year, my brother & I built a Minecraft server with over 100 plugins, grew it to 10k+ unique players, have generated $k/month in revenue, grew a community Discord to 500+ ppl, recruited a staff team of moderators, developers, and admins, & learned a lot. A thread 🧵👇
One of my favorite use cases for vibecoding in @figma Make has quickly become mobile games. After asking Gemini to make a detailed PRD, Figma spins this up nearly perfectly on the first try, in a minute.
My favorite part about robotics are the hilariously insane evals. Just saw a robot do a backflip off a wall.
Ads in ChatGPT are inevitable imo. Models will get cheaper, but that doesn’t make them affordable at scale. To scale products like Sora, built on diffusion models, the current monetization mechanism won’t work.
Sam Altman says OpenAI is exploring new monetization models. Sora videos are expensive to make, and for people creating hundreds a day, the current setup won’t work. It may need a new model, maybe even charging per generation. Ads aren’t off the table, but he draws the line: if…
Companies used to sell or use your data for advertising. Now it’s for AI training. Here’s a fully genAI video I made with Sora, which required a lot of training data like what they wanted to buy from Medal.
Late last year, OpenAI offered $500M to acquire Medal, a site that lets gamers upload videos of their gameplay, to use those videos to train its models. Now, Medal is now spinning off its own AI lab, General Intuition, which is finalizing a $100M round. theinformation.com/articles/opena…
Apple needs a visionary, not just an engineer. They need someone so far into the future that they can drag the company out of the past and push them forward.
Tim Cook was a great CEO and made the most important invention of this century (the mobile phone) a commodity that can be accessed by everyone. But the time has come now. It was clear after Vision Pro but everyone gave him a couple years more because of who he is. But its been…
I love playing with new creative AI tools instead of getting my to-do list done.
Why pay $200/mo for Pro when now you could pay $20/mo in a 3rd party service, and get a better resolution output via the API? because product orgs can't move as fast as the tech...
Explain this to me... - Sora 2 is available in the API now - All 3rd parties will implement it ASAP - API has 720p and 1080p - Meanwhile, on Sora's website is a crappy 540p - Limited to 30 videos/day - The same limits for Plus and Pro users - Why the fuck do I pay $200/mo?!
I meet with countless founders who include, somewhere in their pitch, their moat. Like it's part of the pitch framework. The more I see (many) videos like this one, the more alarm bells ring every time I hear things like "X is our moat" as justifications to expect long-term…
YC CEO Garry Tan: “Moat is not a noun. It’s a verb” Popular belief says startups win because they have one big, game-changing insight. But Varun Mohan (Windsurf CEO) argues that’s a myth. “Every single insight we have is a depreciating insight.” In other words: the value of…
Hot take: content created without intentional human effort or skill (even if it requires human taste & vision) will always be met with apathy by people, compared to more traditionally created content. If there is no discernible human labor behind the creation, the audience's…
contrarian take on generative-only social apps and experiences: they will fail to sustain engagement for 3 reasons: 1. the “ego analytics” that cause ppl to come back & see who engaged with their content are missing when AI made the content. no ego = no obsession. 2. the lack…
Sora has made my groupchat the funniest it’s ever been. Even my friends who barely can use chatGPT have been using Sora constantly and loving it. There hasn’t been a single mention of the quality of the videos, just everyone laughing at the memes of each other that we’re making.
Sora needs more genZ
I bet Sora’s retention is gonna go crazy, similar to the ChatGPT app, even with pricing tiers.
I have Sora codes to give away! DM me if you’re an AI creator that still hasn’t gotten one 👍
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