Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

Invest Like the Best with Patrick O'Shaughnessy

My guests today are Dwight Churchill and Gaurav Misra, co-founders of Captions, which uses AI to generate and edit talking videos and has grown to significant scale at remarkable speed. We explore a key distinction in AI: tackling bounded problems like video generation versus unbounded problems like general intelligence and what this means for building sustainable businesses. We also explore their unique data flywheel, why video generation could reach Hollywood quality within 18 months, and why building advanced AI products doesn't require huge teams. Please enjoy this discussion with Dwight and Gaurav.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:07:49) The Evolution and Impact of AI

(00:09:14) Challenges in Video Data and AI

(00:10:36) AI in Media Generation

(00:12:07) Building a Sustainable AI Business

(00:14:56) The Journey of a Video AI Company

(00:25:41) AI Video Editing and Creation Tools

(00:29:58) Future of AI in Video and Business

(00:37:51) The Future of Likeness in Video

(00:39:25) Training Models on Human Data

(00:41:15) Competitive Landscape and Copycats

(00:44:01) The Role of Research Talent

(00:46:25) Pricing AI Software

(00:51:51) Investor Perspectives on AI

(01:02:44) Lessons from Snap

(01:07:04) The Kindest Thing Anyone Has Done for Dwight & Gaurav