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Transcript

Alex Was Right

AI’s consumer turn is here.

Sora 2’s selfie-movies, Meta’s Vibes, and OpenAI’s Pulse point to shorter, agentic, video-first habits—and a shrinking role for text. Even The New York Times is saying newsletters are too wordy and need more video.

Chapters:

  • 00:00 Open

  • 00:21 Welcome

  • 03:09 Aux Bons Crus

  • 07:42 Gen Z & Find My

  • 09:18 Sora 2 & Vibes

  • 20:43 Pulse

  • 23:57 AI In Commerce

  • 30:46 NYT World Newsletter

  • 37:18 People Inc. Acquired FeedFeed

  • 39:40 New Creator Tools On YouTube

  • 46:07 CloudFlare Metadata Signals

  • 50:57 Good Product

  • 56:33 Outro

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