Source: SPEEDA Edge research

Background

Questions

1. What’s the big use case that you see driving adoption of AI replicas or talking head videos?
2. 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?
3. How do you think about the gross margins for a company like Tavus? We've already seen GPT-4 fall 85% in price after roughly a year. Do you see compute costs coming down for you in a similar way?
4. What do you make of the comparison that folks have made between where AI infrastructure companies are today with CDNs during the early web? Is there a parallel there in terms of how the price of all models are going down?
5. With AI avatars, the once-human actor has become a configurable part of the video player. How is Tavus approaching the redesign of the traditional video player and creation interface to support granular control over avatar appearance, branding, and settings?
6. 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?
7. Today, people might use Synthesia to generate a talking head, generate B-roll via Stable Diffusion, edit it in Descript, and turn it into clips for social media with Opus Clip. What do these platforms have in common and how are they different? Do you anticipate AI talking head platforms expanding into some of these use cases that are adjacent to video creation?
8. Can you talk about the “face” vs. the “body” in AI talking heads and text-to-video? How much more difficult is it to generate a believable, non-canny valley face and what’s the current state of the art here?
9. What role do you see text-to-video models playing in Tavus' product roadmap, and how might they intersect with your AI avatar technology to enable end-to-end video generation?
10. Tavus uses its own models for talking head generation and for lip-syncing and dubbing. Can you talk about the advantages there over using a foundational model? In what way does using your own model allow you to improve the results over time and make Tavus models the best for avatar generation?
11. Say everything goes right for Tavus over the next 5 years. What does Tavus look like and how is the world different as a result?