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Language: en
There's no way anyone in the Hollywood
industry didn't see VO3 and have just
like an absolute existential crisis.
What you are about to see is entirely AI
generated. Some of these feel like real
people just trolling. That's one move
with AI that makes haters go crazy every
time. Oh, y'all got to give them that.
This is wild. It's over. We are cooked
on that thread. You get me? This is AI,
dude.
We're going to
[Music]
[Applause]
remember both the audio and the video is
AI generated. This stuff looks so real.
This is
crazy. So, I went to the zoo the other
day and all they had was one dog. It was
a Shih Tzu.
It was a Shih Tzu. I get it now. Look at
AI making jokes.
When we get in there, I want no
[ __ ] You stay on my six at all
times.
Dude, it understands camera movements
very well. That's the part of the
bananas uh aspect of all this is just
how good it's getting at giving you
control, letting you do very simple
prompts that yield incredible outcomes.
And then the prompt control, like as you
tweak things, it really does change.
Part that I think is really blowing my
mind is how good the audio quality is,
how good the sync is, how realistic the
expressions are. Like anything, you're
going to get stuff that is um if you run
it 10 times, seven of them are going to
be a little bit awkward. But when it
hits, it hits so hard now. It's crazy.
I've spent, I don't know, probably an
hour and a half or so playing with it
now, doing different prompts, seeing if
I could get something cool. Some of them
are clear misses, but there was one that
I sent to Lisa. That was I mean, it's
just crazy. It's just crazy. The
inflection is It's not that it's not a
little off, like if you had an actor,
you'd be like, "Okay, give it to me one
more time, but like this." But it still
feels like a real performance that could
have been given to you by an actor. It
is It's crazy to Everybody's going to be
a film creator now with AI in the pock
in their pockets. What do you think the
actual implications of this is? Because
it seems like, oh yeah, it's cool to
make memes right now and I'm seeing
these 10 second clips, but what are some
of the downstream effects you see that
this actually can this take hold? This
is truly a quantum leap forward. We were
talking yesterday, the whole team here
was like laughing in that like
uncomfortable, thrilled laughter of like
what is this? What happened? This is so
big. This is so transformational. I
don't think everybody becomes a creator
though. I think the reality is that the
vast majority of humanity, much like
most people, aren't out there creating
reels. Most people are out there
watching reels. And you might
occasionally make something. But for the
most part, there's going to be a class
of people just like there are now that
fancy themselves a creator that want to
spend all day polishing this stuff and
making something. But I really think
that we're entering an age where
storytelling is taking on a new form
factor where Lisa and I used to sit down
say 20 or 30 minutes before bed and we
would watch 20 or 30 minutes of an
episode of something or we would watch
classic movies just something that what
we call start and stop. You can start
and stop and you can pick it back up at
any time. No big deal. So it's not going
to be your favorite shows. It's just
going to be something light where you
can sit and uh hang out. And now we just
do reels. Whenever we come across a
funny reel, we save it. We send it to
each other and then we sit down at night
and we'll put them on and go through
them. And I think that's what this is
going to become. You'll still have
people are creating your prime content,
but then the vast majority of the
content that you consume will be the
echoes of that content. So, it's going
to be a Harry Potter style lightsaber
duel between Voldemort and Harry Potter.
And you're like, wait, what? set on the
Death Star, but it's an episode of All
in the Family. It's just going to be all
these like crazy weird mashups that
people just sort of pop off and have fun
with and people aren't necessarily
trying to monetize. Much like shorts
right now, it's a creative flex. It's a
way to put the stuff out there. But the
in terms of the downstream consequences,
there's really two. One, it will be the
absolute destruction of Hollywood.
Hollywood is done. There's no way anyone
in the Hollywood industry didn't see V3
and have just like an absolute
existential crisis because up until now
you could just say well this stuff is
still so uncanny valley like it's weird
it's awkward things would morph like in
and out. It was just very very strange.
Another part of V3 is this thing called
flow. Google's realizing we can't just
give you the clip. We've got to give it
to you in a way that you can extend it,
edit it, change things. flow itself is
incredible. And so you're going to see
people that are able to daisy chain this
stuff very quickly into 10 15 minute
videos. These are not going to be
forever like your 5-second clips. People
are already putting together stuff
that's really really impressive. 48
hours post launch. It's crazy too cuz I
was looking at Flow and they have like a
flow.tv channel. So I kind of scrolled
through and like okay what haven't seen
that yet. Yeah. Like what are other
people creating? And it's like a
underwater editorial shoot with a
mermaid and it's like some high fashion
thing and but it's to your point it's
two to three minute vignettes. I almost
compare them to like visualizers that'll
be in the background of a party or
something like that. But if this is
where we are at 48 hours, where are we
at 2 months? This is what hit me the
hardest is when you reach the point in
AI where you're frustrated because it
can't deliver the thing that you want to
do because we're constantly like, how do
we integrate this deeper into the Kaizen
video game pipeline? how do we take our
comic books and turn them into anime?
And we're just constantly frustrated.
Like, you run into a wall and it's like,
ah, it's amazing. Obviously, we're
moving forward, but you hit that wall
and you start thinking, man, maybe this
is farther down the road than I think it
is. And then you get a quantum leap like
V3 and you're like, holy [ __ ] maybe
this is sooner than I thought. Because I
think the thing that's easy to lose
sight of is you're not waiting on any
one company. All of these companies are
pushing all of this stuff forward. And
so often because they allow you to like
give me a reference or whatever, you can
daisychain all the different
applications and approaches and so it
gets just absolutely insane. So this was
a powerful reminder to me that maybe the
things that I want to do if I was
waiting on one app maybe it would take
12 to 18 months. But given that there's
already, call it seven to 10 that are
competing, plus how many are being built
out right now that we just don't know
about that are about to cross a
threshold and come out. Even looking at
something like Claude 4, where from a
coding perspective, you've got people
now oneshotting, this was the most
interesting one I saw, they oneshotted a
browser agent with embedded API calls
off of a like super simple prompt. Now,
if you've ever tried to do vibe coding,
you'll understand how crazy that is that
it's able to integrate all that stuff.
For it to do that, it's got to go read
like the documentation on the API,
understand it, integrate it, error
check. It's bananas, dude. So, and but
there was one other thing. So, that's
the first one. It kills an industry that
certainly I care a lot about, but that
industry is just going to go away.
People are going to get used to the
vignettes, the the AI of it all. Like
the fact that it's done in AI will
create a new form of storytelling. Mark
my words%. But then you've got all of
the ramifications of what is real.
Because now I can't even tell if
someone's trying to trick me that it's
AI by shooting something real. So shoot
a real thing, tell me it's AI. A
political thing comes out. People are
people are already saying, "Oh no,
that's fake. That's fake." And in
reality it's real. People are 100% going
to claim real things as fake. fake
things is real. And now that you can
make things look so realistic from like
that subtle someone's holding their
phone perspective, like for instance,
there's now a big claim on the internet.
It was about a million views a couple of
hours ago that the uh assassination of
the two Israeli embassy workers was a
false flag and people were like, "Are
they even really dead?" and it shows
this video which admittedly does it's
weird like when you think about what
just happened it's like people aren't
acting quite the way you would expect
them to act. My first question was is
this AI? Like cuz somebody created AI
where it's like here's the sequence of
things that happen that that are just a
tiny bit off. But because AI is so good
at mimicking things recorded on an
iPhone, there's just going to be a
tsunami of it. we won't be able to parse
through everything. And getting into the
political landscape, the thing that I'm
realizing is there's just so much
happening, Drew, that part of the big
big bamboozle is going to be you won't
be able to keep up with everything.
That's where I'm getting worried is how
do we safeguard these things? Because I
understand, yes, AI is taking off. It's
the technology of the future, but even
yesterday, um, you know, on Lisa's
channel, we do some Diddy coverage. one
of the co our co-workers kind of reached
out to me and they was like hey I got
this audio of Diddy and LeBron James and
I think you guys could use it tomorrow
and I'm like Diddy LeBron James and like
I heard it and it was I was like oh that
sounds like AI like yeah now that I now
that I'm hearing it again it probably
got me but last night it tricked me. So
I'm just like so tense on the buses got
me. Yeah. So it's one of you're going to
be scrolling at 3 in the morning and you
half see something like wait that's
real. You're going to lock it in and
then literally that's exactly what
happened with me with the buses was I
saw it. I was just going by quickly and
I'm like that's [ __ ] crazy man.
Chicago's out of their minds and then
you start like wait a second but I was
like go back in the quick going by it
planted a seed in my mind that that was
happening. I wasn't being critical about
thinking through the problem. And so
you're just like, "Okay." Only to
realize, "No, no, no, that's totally
fake." But now it occupies a bit of
space in my brain. And even if there's a
sense of, "But I've seen it." Even now
when I reach into my mind and I think
about the tents on the buses, my brain
hands me back. Oh, that real thing
that's fake. That's like the way that it
gives it back. It feels real because it
looks so real. I got a R word. You're
going to hate me. I'm about to trigger
you right now. Let's go. Do you think we
need regulations? Oh, hell yeah. I was
like, what art is he going to trigger me
with? Because we talked about AI
hallucinations and everybody just
laughed it off. Like your LLM will lie
to you. We're like, uh, it does some
things that time. Now we have video.
Video with audio that is synced. I feel
like if you put those two things
together, there are going to be some
lies that do there's at least going to
be one viral lie that goes millions and
millions of views. Like anything, you
can do regulations well or poorly. And
yes, I would say that you do need to
regulate this. I'll give you an example
of the kind of light regulation I would
like to see. Mhm. applications um
must read the watermark on anything
that's posted and anything that makes a
uh AI video must include a watermark so
that you can say this was like at the
end of political messages they would say
you know I'm Tomio and I approve this
message. Now, from a blockchain
perspective, you can actually include
that where it's like this has a
signature from the blockchain that says
this really was made by this person on
this date at this time. If you make it
so that players have to read that, then
I'm like, okay, cool. It should be
something very simple, but then you
would have the ability to say, okay,
this was AI generated this day, this
time. I'm not saying that there it
should mandate or give people control to
shut something down. Obviously, I would
be violently opposed to that, but in
terms of being able to
tag that it was created at this time and
place, that makes sense to me. I feel
like when blockchain technology is fully
integrated, that makes sense. But I feel
like right now in this in between time,
there are going to be people
sidestepping. Can't you get around this
by screen recording or so many content
creators get their content ripped from
Tik Tok? So you could get around it by a
screen recording, but if you have the
platforms have a regulation where they
have to read that, it would say this has
no signature. And so then you can be
like, it's got no signature, bro. So it
would become that like unverified thing
where everybody would just know. If
somebody's not willing to put their
stamp on it, the odds that it's real are
basically zero. And so it would become
cultural awareness around you can't
believe anything that doesn't have a
tag. allowing people to make something
that's private. Like, I'm cool with
that. Like, you don't need to say this
was made by Tom Billu if people want to
um put something out like whistleblower
status, they're worried about being
tracked. But so that we can say, oh,
this is either an account that's never
posted anything ever, so it's just super
sus, or no, this really did come from
the New York Times, from Tom Billy, from
whoever. If it claims to be Tom
Billillyu but doesn't come from Tom
Billyu then it's like okay this the odds
that this is fake are very very very
high. But it would give us a mechanism
where the file has a fingerprint that we
can track down to see if this is from an
unknown source or a trustworthy source.
And look people are still going to be
able to and I think they should be able
to put things out on an untrusted source
and then people can decide whether they
believe it or not. But that way people
can build trust and you know that I can
put out a message, stamp it so that
people know it's me. Then if somebody
puts out something that's altered of a
politician or whatever that you can go,
"Yeah, but the stamp isn't trustworthy.