marvinvista.com

Three major AI video launches in three weeks, and each company picked a radically different target audience:

...compelling AI video generation is very much here, and it's widespread: over the last three weeks we have actual AI video products from Google, Meta, and now OpenAI.

...it feels like each company has an entirely different target audience: YouTube is making tools for creators, Meta is building the ultimate lean back dream-like experience, and OpenAI is making an app that is, in my estimation, the easiest for normal people to use.

In this new competition, I prefer the Meta experience, by a significant margin, and the reason why goes back to one of the oldest axioms in technology: the 90/9/1 rule.

• 90% of users consume
• 9% of users edit/distribute
• 1% of users create

If you were to categorize the target market of these three AI video entrants, you might say that YouTube is focused on the 1% of creators; OpenAI is focused on the 9% of editors/distributors; Meta is focused on the 90% of users who consume.

...it's striking how this target market evaluation tracks with the companies themselves: YouTube has always prioritized creators, while OpenAI's business model is predicated on people actively using AI; it's Meta that has stayed focused on the silent majority that simply consumes...