Synthesia initially targeted Hollywood with AI dubbing—a "vitamin" for experts. They found a much larger, "house-on-fire" problem by building a platform for the billions of people who couldn't create video at all, democratizing the medium instead of just improving it for existing professionals.
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.
In the early days, Synthesia and peers decided "Generative AI" sounded too geeky and collectively chose to brand the space as "Synthetic Media." They later regretted this as "Generative AI" became the dominant term, costing them significant SEO advantages and brand association built over four years.
Instead of fearing competitors who copy their product, Synthesia's founder sees them as a net positive. The increased competition generates more market iterations and signals, helping them discover the most valuable use cases for the new technology faster than they could alone, while also sharpening their focus.
The 'uncanny valley' is where near-realistic digital humans feel unsettling. The founder believes once AI video avatars become indistinguishable from reality, they will break through this barrier. This shift will transform them from utilitarian tools into engaging content, expanding the total addressable market by orders of magnitude.
For companies with jaw-dropping technology, it's easy to chase 'wow moments' and PR instead of solving real problems. Synthesia instills a core value of 'utility over novelty,' obsessing over delivering value for enterprise customers rather than getting lost in the novelty of their own tech.
The founders, not being PhD AI researchers, knew they couldn't rely on being acqui-hired by a tech giant. This perceived weakness became a strength, forcing them to relentlessly focus on finding customers and building a sustainable business from day one, unlike many research-led AI startups of that era.
After 100 investor rejections, Synthesia cold-emailed Mark Cuban, who committed within 10 hours. The key difference was that Cuban had already prototyped similar technology and deeply understood the vision, allowing him to evaluate the team's execution rather than needing to be educated on the concept's validity.
Grit manifests differently for every founder. For Synthesia's team, facing near-bankruptcy or major investor rejection, the response wasn't despair but absurd laughter. This optimistic, relentless mindset allowed them to endure years in the 'wilderness' when it seemed the company might fail, highlighting a unique and powerful form of resilience.