Source: SPEEDA Edge research

Background

Questions

1. What’s the big use case that you see driving adoption of AI avatars or talking head videos?
2. How do you expect AI talking heads, text-to-video and video editing via editing text to impact the overall volume and frequency of video content creation by businesses? How does that affect the video hosting business?
3. Being able to have your videos instantly translated into dozens of languages has become a key selling point for AI avatar platforms. Can you talk about how big of an impact translation will have as a feature? What use case do you see it being most useful for—marketing, sales, learning & development, etc?
4. What do you anticipate the gross margins to be for AI talking head video platforms? How do the margins compare to traditional video hosting, factoring in the additional cost of AI models and compute for the AI avatars, plus translation, transcription and more?
5. You're saying that it makes the most sense for us to end up where e.g. the sales and marketing AI avatar experience lives in HubSpot, the customer service experience lives in Intercom, maybe the ecommerce one lives in Shopify.
6. How do you think about Wistia’s place in this? All the video being created with AI has to be hosted somewhere—do you think about Wistia mainly as the place for all these AI videos to be hosted?
7. How do you think AI talking head platforms will think about pricing to balance the value they’re delivering with creating sustainable economics? Will it be per avatar, per video duration, per render, or some other metric?