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.

As digital media like movies and music becomes infinitely reproducible and essentially free, its value diminishes. Elon Musk agrees that the truly scarce resource, and therefore the most valuable commodity, will be live, in-person events that cannot be digitally replicated.

Observing that younger generations prefer consuming information via video (TikTok) and communicating via voice, Superhuman's CTO predicts a fundamental shift in user experience. Future interfaces, including email, will likely become more conversational and audio-based rather than relying on typing and reading.

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 future of media is not just recommended content, but content rendered on-the-fly for each user. AI will analyze micro-behaviors like eye movement and swipe speed to generate the most engaging possible video in that exact moment. The algorithm will become the content itself.

The future of search is not linking to human-made webpages, but AI dynamically creating them. As quality content becomes an abundant commodity, search engines will compress all information into a knowledge graph. They will then construct synthetic, personalized webpage experiences to deliver the exact answer a user needs, making traditional pages redundant.

While the internet shifts to video, X's core strength remains its text-based format. This attracts a high-value audience of intellectuals and creators, making it the leading platform for this demographic, according to Elon Musk.

Human communication is returning to its oral and visual roots. Text, a low-dimensional medium, was a temporary necessity for scalable knowledge storage—a 'parenthesis' in history. As AI makes creating rich media as easy as writing, society will default back to more natural, higher-bandwidth formats like audio and video.