Initially a mobile-first video editor, CapCut's rising usage on desktops by social media managers was a crucial market signal. It showed that professional workflows requiring collaboration and approvals are ill-suited for mobile, revealing an underserved B2B segment for web-first platforms.

The proliferation of sensors, especially cameras, will generate massive amounts of video data. This data must be uploaded to cloud AI models for processing, making robust upstream bandwidth—not just downstream—the critical new infrastructure bottleneck and a significant opportunity for telecom companies.

Unlike 4G/5G revolutions driven by consumer video, 6G will be defined by its utility for enterprise AI applications. Key advancements will be in managing network performance, reducing latency, and adding security layers crucial for business, rather than just increasing consumer bandwidth.

While today's focus is on text-based LLMs, the true, defensible AI battleground will be in complex modalities like video. Generating video requires multiple interacting models and unique architectures, creating far greater potential for differentiation and a wider competitive moat than text-based interfaces, which will become commoditized.

The Sora team views video as having lower "intelligence per bit" compared to text. However, the total volume of available video data is vastly larger and less tapped. This suggests that, unlike LLMs facing a data crunch, video models can scale with more data for a very long time.

The current excitement for consumer humanoid robots mirrors the premature hype cycle of VR in the early 2010s. Robotics experts argue that practical, revenue-generating applications are not in the home but in specific industrial settings like warehouses and factories, where the technology is already commercially viable.

While consumer AI video grabs headlines, Synthesia found a massive market by focusing on enterprise knowledge. Their talking-head avatars replace slide decks and text documents for corporate training, where utility trumps novelty and the competition is text, not high-production video.

Apple's failure to provide immersive, 3D spatial video for its new F1 partnership is a major missed opportunity for the Vision Pro. Live sports are a primary driver for VR/AR adoption. Offering only a standard 2D broadcast in a virtual environment fails to create a differentiated experience that would justify the hardware's cost for hardcore fans and drive platform adoption.

While on-device AI for consumer gadgets is hyped, its most impactful application is in B2B robotics. Deploying AI models on drones for safety, defense, or industrial tasks where network connectivity is unreliable unlocks far more value. The focus should be on robotics and enterprise portability, not just consumer privacy.