Seedance 3.0 specs just leaked.
If this is accurate, this isn’t another incremental AI video upgrade. It’s a structural shock to Hollywood.
• 10 to 18 minute coherent films in one pass
• Persistent narrative memory across scenes
• Native multi language voice with emotional control
• Shot level directing inputs like a real production workflow
• Cost reportedly a fraction of traditional shoots
We are not talking about TikTok clips anymore.
We are talking about full cinematic episodes generated from prompts.
Hollywood’s moat was scale, capital, and distribution.
AI just compressed all three.
The most successful people I know all have an almost irrational belief that everything will work out
And I just recently learned the word for it: Pronoia.
It means the opposite of paranoia. The belief that the world is secretly conspiring in your favor.
The funny thing about Pronoia is that it's self-fulfilling.
When you believe things will work out, you try harder. You persist longer, and you see opportunities where others see dead ends.
What's that quote again?
"Pessimists sound smart. Optimists make money." – Nat Friedman
We all need a little more pronoia in our lives.
money obfuscates reality, often when reality is what you need most.
now having a few “trend cycles” in early VC to reflect on, its clear that overcapitalized companies struggle to develop the muscle of resourcefulness.
pre-PMF product dev should happen w/ resource constraints
Storytellers have both a boon and a curse.
The boon is their ability to sway people with their stories.
The curse is that they often get carried away by their own stories and lose touch with reality.
#FoundersFirst in #Delhi. With a conversation on how #founders integrate #equity and #debt.
Satyam @Nojoto talks about how as a founder, one should look at both equity and debt early in the startup cycle.
Start of an interesting day! @letsventurein
@HSBC@recur_club
Larry Ellison on what made Steve Jobs great
“Steve was my best friend for about 25 years. We were neighbors in Woodside and his peacock wandered onto my property and woke me up. His girlfriend had given him a peacock and I came over to complain.”
Steve replied: “You don’t like that bird either?”
Larry recalls how Steve made him watch 73 different versions of Toy Story:
“I said I’m not coming over if you make me watch Toy Story again… Now I know the new version is 4% better than the one I saw last week, but I’m not watching this thing again. And he’d say: ‘Larry, you won’t believe how different the shadows look.’ But that was Steve. Until it was perfect. And then once it was perfect, he moved onto the next problem.”
Larry believes obsessing over a product until it was perfect was a huge part of what made Steve Jobs great:
“If you want to know you’re like Steve Jobs, it’s very simple. You’re unable to think about anything other than serious problems at work. That’s all you can do, and you obsess about it until you solve it. And then you move on to the next thing. And you obsess about that until you solve it… If you have that kind of obsession combined with Picasso’s aesthetic and Edison’s inventiveness, then you are the next Steve Jobs.”
He continues:
“Apple became the most valuable company on earth and it wasn’t even one of Steve’s goals. He wasn’t trying to be rich. He wasn’t trying to be famous. He wasn’t trying to be powerful. He was obsessed with the creative process and building something beautiful.”
Video Source: @WSJ
Speed of execution is the moat inside which live all other moats. Speed is your best strategy. Speed is your strongest weapon. Speed has THE highest correlation to mammoth outcomes. Those who conflate speed w/ 'thoughtlessness' haven't seen world class execution @ speed. E.g.:
Premature Founder Boredom is a recipe for failure amongst Startups. The goal of a business is to become boring, and until the business becomes boring a Founder cannot afford to get bored.
A non-exhaustive list of Deliverables for a business to qualify as Boring - (1) Sustainable Profitability (2) Playbooks for every Process across every Function (3) Structured and continuously evolving training processes for industry, products and functions (4) Exploration of multiple traction channels (5) Sizeable and growing market share (6) Identification and realtime measurement of critical KPIs and relevant input metrics (7) Right Leadership (8) Effective Governance for keeping track of the critical KPIs
Founders fall in love with chaos, ambiguity and uncertainty (because variable rewards release dopamine) and can begin to detach themselves from their core business prematurely before it becomes Boring, resulting in distraction, lack of focus, inefficient use of capital, and inefficient use of the best people
Learn to relish the journey to becoming Boring
Nvidia CEO: people with really high expectations have very low resilience.
Success in life requires a high degree of resilience, grit, hard work and optimism.