GOOGL's new video generation model, Gemini Omni 1.2 Flash, costs $0.07 per second to generate at 360p.
It is now available in Google AI Studio and through the Gemini API, supporting native audio-video generation up to 15 seconds long. It can also modify visuals through multiple rounds of conversation. It ranks first in evaluations for both text-to-video and image-to-video generation, and third for video editing.
My view is that the product's capabilities and access points are already in place, but leaderboard rankings alone can't replace paying demand. Per-second pricing lowers the barrier to experimentation. Whether users are willing to generate repeatedly and then pay for fine-tuning is what will determine whether this capability can generate sustained revenue.
Next, we need to look at API usage and monetization data. If generation costs still leave many attempts stuck at the draft stage, how much impact can a first-place ranking really have on GOOGL's revenue?
It is now available in Google AI Studio and through the Gemini API, supporting native audio-video generation up to 15 seconds long. It can also modify visuals through multiple rounds of conversation. It ranks first in evaluations for both text-to-video and image-to-video generation, and third for video editing.
My view is that the product's capabilities and access points are already in place, but leaderboard rankings alone can't replace paying demand. Per-second pricing lowers the barrier to experimentation. Whether users are willing to generate repeatedly and then pay for fine-tuning is what will determine whether this capability can generate sustained revenue.
Next, we need to look at API usage and monetization data. If generation costs still leave many attempts stuck at the draft stage, how much impact can a first-place ranking really have on GOOGL's revenue?