[gmerc]

There's no moat on the technology, especially with China around. So the only moat is distribution. We're still in the crazy phase of serious changes and if you're betting too deep on one architecture, ah well... https://howlin-wang.github.io/svg/

[hackernewds]

This model is from Character AI and they have distribution. Although they open sourced it so no consideration for moat.

[ineedasername]

Its from Character AI but they used Wan, and MMaudio. I'm not sure their licenses disallow creating a closed model from their work for commercial purposed but either way they've done nothing with a true moat, they were merely first to the table for something this all-inclusive. Even apart from their efforts, assorted tools, all open, can be used to achieve these effects , but requires more techinical knowledge to setup, and each new gen would require a fair amount of reconfiguration of modules. But this is still significantly easier than similarly available tools 9-12 months ago. As an approach it also trades turnkey from tons of control and flexibility such that competent use will still often be simpler or get to a more refined result than Sora and others.

I think the moat here will ened up being value adds for convenience, tooling, IP licensing, integration into the rest of the pipeline used for content production, etc.