🤔 No New Friends (Except for AI)
Plus: Amazon's Secret Weapon in AI? Itself, AI’s Billion-Dollar Companies in Video Generation
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
Fewer people sync contacts with social apps, AI is filling the gap.
Amazon's secret weapon in AI…is itself.
Making high quality marketing videos will soon cost next to nothing.
Teens are ditching tutors and getting homework help from celebrities.
And more. Let’s get to it!
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Top Insights of the Week
1. 🤔 No New Friends (Except for AI)
Remember the last time you let a social app sync your contacts? Me neither. People are more cautious now due to privacy concerns. Who’s poised to fill in the gap? AI companions.
Investors and entrepreneurs are taking notice.
This shift signals a new era in user engagement. Here are a few companies on our radar…
Replika.ai, reaches millions with AI friendships. $11M raised. $16M valuation.
Character.ai, allows users to interact with historical figures and fictional characters. $193M raised. $5B valuation.
Woebot Health, real-time AI companion to treat anxiety and depression. $114M raised.
Meta's Reality Labs, developing AI tools for lifelike social experiences.
AI Companion market: ~$196B in 2023, projected ~$279B by 2031.
2. 🤫 Amazon's Secret Weapon in AI? Itself
Amid the race for AI supremacy, there's one critical detail competitors are missing. How to control the entire stack—from chip design to cloud services? Well, Amazon quietly has been heads down working on this. And there’s a secret weapon coming out of all this innovation…Graviton4 CPUs.
This vertical integration is paying off big time.
By owning everything from chips to software, Amazon’s AWS can tweak performance in ways others can't.
With hardware and software teams together, new tech gets built and deployed at an incredible speed.
Let’s breakdown their secret weapon, Graviton4 CPUs…
By owning chip design, AWS isn't just competing—it's leading and moving fast!
3. 😯 AI’s Billion-Dollar Companies in Video Generation
A 2-3 minute high-quality marketing video for social media costs ~$4,000 to ~$50,000+. Soon, it will cost next to nothing. Why?
AI can quickly and cheaply create high-quality videos from text/other inputs.
Hit list of startups leading this shift…
Synthesia lowers video costs by eliminating actors and studios. Valued at ~$1B, +55k businesses use it.
Pictory converts scripts or blog posts into videos quickly.
Replika, AI digital companions that provide emotional support. ~10M users.
ElevenLabs, realistic high-quality voice replicas. Valued at ~$1B, generated over 100+ years of audio since its launch in 2022.
OpenAI’s Sora, creates realistic videos from text instructions.
AI video generator market: ~$554M in 2023, projected ~$2B by 2030.
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Top 3 Charts of the Week
1. 🤖 Teens Turn to AI for Homework, Entertainment, and Advice
Teens use AI deepfake videos of celebrities for homework help.
75% of teens are using generative AI to learn, mixing fun with education.
It challenges how we think about AI’s role in education and learning quality.
2. 🛰️ Starlink Satellites Take Over the Skies
United Airlines is testing SpaceX’s Starlink for faster in-flight Wi-Fi.
Starlink’s low-Earth satellites offer 150 Mbps, making Wi-Fi more reliable.
Starlink dominates satellites, but its growth raises space debris concerns.
3. 👀 U.S. Support for TikTok Ban Drops
A court is deciding if TikTok will be banned unless ByteDance sells its stake by January 2025.
This could impact how social media and data privacy are regulated in the future.
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