Philipp Tsipman
@ptsi.bsky.social
Founder of @camcorderai.bsky.social: generative-AI video platform for marketers. ❤️ humans. Ex: Product VP MediaMath. BCG
But for now, it's a market that others deserve to win more than I do.
November 14, 2025 at 6:12 PM
But for now, it's a market that others deserve to win more than I do.
So, net net, we are in this transitional moment where video AI is much more alchemy than automation. And much more creator economy than marketing.
I believe that will change in the future.
And I’m still very hopeful on how video AI evolves.
I believe that will change in the future.
And I’m still very hopeful on how video AI evolves.
November 14, 2025 at 6:12 PM
So, net net, we are in this transitional moment where video AI is much more alchemy than automation. And much more creator economy than marketing.
I believe that will change in the future.
And I’m still very hopeful on how video AI evolves.
I believe that will change in the future.
And I’m still very hopeful on how video AI evolves.
So, the more valuable brands — brands where I have a sales advantage after working in marketing in New York for many years — are the ones most hesitant to be associated with AI.
November 14, 2025 at 6:12 PM
So, the more valuable brands — brands where I have a sales advantage after working in marketing in New York for many years — are the ones most hesitant to be associated with AI.
But, however you think of it, when marketing has visible AI artifacts — it does remind people of arrogance, fears of job loss, and of Dead Internet theory.
November 14, 2025 at 6:12 PM
But, however you think of it, when marketing has visible AI artifacts — it does remind people of arrogance, fears of job loss, and of Dead Internet theory.
Not good enough to create outstanding ads yet.
Market
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But tech is not the only thing. To get here, the AI labs have run roughshod over all sorts of ethical and social norms. One can point to Chinese AI labs respecting copyright even less so.
Market
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But tech is not the only thing. To get here, the AI labs have run roughshod over all sorts of ethical and social norms. One can point to Chinese AI labs respecting copyright even less so.
November 14, 2025 at 6:12 PM
Not good enough to create outstanding ads yet.
Market
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But tech is not the only thing. To get here, the AI labs have run roughshod over all sorts of ethical and social norms. One can point to Chinese AI labs respecting copyright even less so.
Market
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But tech is not the only thing. To get here, the AI labs have run roughshod over all sorts of ethical and social norms. One can point to Chinese AI labs respecting copyright even less so.
That’s 12x-150x faster than humans can read. It often feels instant! Good video is much slower and clunkier.
So, three years into this gen AI revolution — with video we are still at the very early stages. It's both here and not here yet! Good enough to fill your social feeds.
So, three years into this gen AI revolution — with video we are still at the very early stages. It's both here and not here yet! Good enough to fill your social feeds.
November 14, 2025 at 6:12 PM
That’s 12x-150x faster than humans can read. It often feels instant! Good video is much slower and clunkier.
So, three years into this gen AI revolution — with video we are still at the very early stages. It's both here and not here yet! Good enough to fill your social feeds.
So, three years into this gen AI revolution — with video we are still at the very early stages. It's both here and not here yet! Good enough to fill your social feeds.
To stitch together and edit a video well, however, you have to pick the exact frame and exact right position within it. If AI is a great wench, video automation really requires a scalpel.
c) Time and cost
Not least is time & cost. AI can now generate world-class code at 50 - 700 words a second.
c) Time and cost
Not least is time & cost. AI can now generate world-class code at 50 - 700 words a second.
November 14, 2025 at 6:12 PM
To stitch together and edit a video well, however, you have to pick the exact frame and exact right position within it. If AI is a great wench, video automation really requires a scalpel.
c) Time and cost
Not least is time & cost. AI can now generate world-class code at 50 - 700 words a second.
c) Time and cost
Not least is time & cost. AI can now generate world-class code at 50 - 700 words a second.
b) AI can follow some directions much better than others
LLMs have made huge leaps in 12 months in using tools, working like an agent, and reducing hallucinations. So, when you do research or code, AI can now run for 20+ minutes without making mistakes.
LLMs have made huge leaps in 12 months in using tools, working like an agent, and reducing hallucinations. So, when you do research or code, AI can now run for 20+ minutes without making mistakes.
November 14, 2025 at 6:12 PM
b) AI can follow some directions much better than others
LLMs have made huge leaps in 12 months in using tools, working like an agent, and reducing hallucinations. So, when you do research or code, AI can now run for 20+ minutes without making mistakes.
LLMs have made huge leaps in 12 months in using tools, working like an agent, and reducing hallucinations. So, when you do research or code, AI can now run for 20+ minutes without making mistakes.
I think it's the training data. AI visual art often blows me away. But most AI copy sounds like slop. AI-generated websites are very meh. And AI is really good at generating videos in the style of Pixar, memes, and UGC — but not great at cinema using humans yet.
November 14, 2025 at 6:12 PM
I think it's the training data. AI visual art often blows me away. But most AI copy sounds like slop. AI-generated websites are very meh. And AI is really good at generating videos in the style of Pixar, memes, and UGC — but not great at cinema using humans yet.
And at the same time, not be able to tell that if a person morphs into a tennis ball, there is something really wrong here. Human visual perception is so basic and yet incredible.
It’s also amazing how AI can create *images* with such better taste than it does text, design, or video.
It’s also amazing how AI can create *images* with such better taste than it does text, design, or video.
November 14, 2025 at 6:12 PM
And at the same time, not be able to tell that if a person morphs into a tennis ball, there is something really wrong here. Human visual perception is so basic and yet incredible.
It’s also amazing how AI can create *images* with such better taste than it does text, design, or video.
It’s also amazing how AI can create *images* with such better taste than it does text, design, or video.
The most important missing parts still are that:
a) AI doesn't reason well visually or have good taste
It’s wild to see AI acing tests that are really hard for humans — programming, law, medicine.
a) AI doesn't reason well visually or have good taste
It’s wild to see AI acing tests that are really hard for humans — programming, law, medicine.
November 14, 2025 at 6:12 PM
The most important missing parts still are that:
a) AI doesn't reason well visually or have good taste
It’s wild to see AI acing tests that are really hard for humans — programming, law, medicine.
a) AI doesn't reason well visually or have good taste
It’s wild to see AI acing tests that are really hard for humans — programming, law, medicine.
Tech
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My aha moment for gen AI was first seeing Midjourney in 2022. You could tell even in those first, janky images that, within a very short time, this tech would be transformative to human creation.
It's been fascinating, however, to see how uneven AI’s progress has been.
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My aha moment for gen AI was first seeing Midjourney in 2022. You could tell even in those first, janky images that, within a very short time, this tech would be transformative to human creation.
It's been fascinating, however, to see how uneven AI’s progress has been.
November 14, 2025 at 6:12 PM
Tech
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My aha moment for gen AI was first seeing Midjourney in 2022. You could tell even in those first, janky images that, within a very short time, this tech would be transformative to human creation.
It's been fascinating, however, to see how uneven AI’s progress has been.
-----
My aha moment for gen AI was first seeing Midjourney in 2022. You could tell even in those first, janky images that, within a very short time, this tech would be transformative to human creation.
It's been fascinating, however, to see how uneven AI’s progress has been.
In fact, I'm so bullish that I'm founding a new company for it.
More on this very soon. 🙂
More on this very soon. 🙂
November 12, 2025 at 7:06 PM
In fact, I'm so bullish that I'm founding a new company for it.
More on this very soon. 🙂
More on this very soon. 🙂
No matter how badly your ads are doing, Meta will show up to tell you to spend more! Oh great.
I’m bullish on a new set of AI platforms that can play on the side of the advertiser.
Not just DSPs — but platforms that can act across walled gardens, making sense of the entire marketing spend.
I’m bullish on a new set of AI platforms that can play on the side of the advertiser.
Not just DSPs — but platforms that can act across walled gardens, making sense of the entire marketing spend.
November 12, 2025 at 7:06 PM
No matter how badly your ads are doing, Meta will show up to tell you to spend more! Oh great.
I’m bullish on a new set of AI platforms that can play on the side of the advertiser.
Not just DSPs — but platforms that can act across walled gardens, making sense of the entire marketing spend.
I’m bullish on a new set of AI platforms that can play on the side of the advertiser.
Not just DSPs — but platforms that can act across walled gardens, making sense of the entire marketing spend.
There is a huge opportunity to add on top of what the curated platforms will do. If you look at Meta’s AI recommendations — firstly, they’re badly executed... struggling with basics like brand voice and pacing. And secondly, to be real, they’re built to lie.
November 12, 2025 at 7:06 PM
There is a huge opportunity to add on top of what the curated platforms will do. If you look at Meta’s AI recommendations — firstly, they’re badly executed... struggling with basics like brand voice and pacing. And secondly, to be real, they’re built to lie.
It's less about arcane ad auction knowledge. And more about the true nature of marketing -- who, what, where, why.
This new world is... also great for marketing tech.
For the last 10 years, ad tech was confined to the shrinking open web. It no longer is.
This new world is... also great for marketing tech.
For the last 10 years, ad tech was confined to the shrinking open web. It no longer is.
November 12, 2025 at 7:06 PM
It's less about arcane ad auction knowledge. And more about the true nature of marketing -- who, what, where, why.
This new world is... also great for marketing tech.
For the last 10 years, ad tech was confined to the shrinking open web. It no longer is.
This new world is... also great for marketing tech.
For the last 10 years, ad tech was confined to the shrinking open web. It no longer is.
In a world that's ever more complex, we crave things that feel trusted, new, and meaningful.
Shopify sales are up 30% in a year. Unique products and storytelling are more important than ever.
And, for marketing teams at smaller companies, the curated web is actually easier to navigate.
Shopify sales are up 30% in a year. Unique products and storytelling are more important than ever.
And, for marketing teams at smaller companies, the curated web is actually easier to navigate.
November 12, 2025 at 7:06 PM
In a world that's ever more complex, we crave things that feel trusted, new, and meaningful.
Shopify sales are up 30% in a year. Unique products and storytelling are more important than ever.
And, for marketing teams at smaller companies, the curated web is actually easier to navigate.
Shopify sales are up 30% in a year. Unique products and storytelling are more important than ever.
And, for marketing teams at smaller companies, the curated web is actually easier to navigate.
Some are saying that ads are dead — that our robot butlers will order everything for us, no storytelling required. And, that Meta will just auto-generate ones you need. Let's go home.
My bet is the opposite.
My bet is the opposite.
November 12, 2025 at 7:06 PM
Some are saying that ads are dead — that our robot butlers will order everything for us, no storytelling required. And, that Meta will just auto-generate ones you need. Let's go home.
My bet is the opposite.
My bet is the opposite.
But the “open web” IS disappearing before our eyes. Traffic to top news sites is down up to 50% this year. The curated, "AOL 2.0" Internet vibes are very very strong.
So what does that mean for ads and commerce?
So what does that mean for ads and commerce?
November 12, 2025 at 7:06 PM
But the “open web” IS disappearing before our eyes. Traffic to top news sites is down up to 50% this year. The curated, "AOL 2.0" Internet vibes are very very strong.
So what does that mean for ads and commerce?
So what does that mean for ads and commerce?
Picture 2027, the open internet is dead.
The only forms of entertainment are watching brainrot videos and chatting with your AI companion -- who really gets you. Screeeeech. Bump. No, screw that. The world is much richer and more interesting than that.
The only forms of entertainment are watching brainrot videos and chatting with your AI companion -- who really gets you. Screeeeech. Bump. No, screw that. The world is much richer and more interesting than that.
November 12, 2025 at 7:06 PM
Picture 2027, the open internet is dead.
The only forms of entertainment are watching brainrot videos and chatting with your AI companion -- who really gets you. Screeeeech. Bump. No, screw that. The world is much richer and more interesting than that.
The only forms of entertainment are watching brainrot videos and chatting with your AI companion -- who really gets you. Screeeeech. Bump. No, screw that. The world is much richer and more interesting than that.
It's gonna be wiiild month.😅
Luckily, startups aren't built in a month. Excited for this sprint and for what's ahead!
Onwards.
Thank you for being a part of this. 🙏
😎
Luckily, startups aren't built in a month. Excited for this sprint and for what's ahead!
Onwards.
Thank you for being a part of this. 🙏
😎
July 14, 2025 at 12:42 PM
It's gonna be wiiild month.😅
Luckily, startups aren't built in a month. Excited for this sprint and for what's ahead!
Onwards.
Thank you for being a part of this. 🙏
😎
Luckily, startups aren't built in a month. Excited for this sprint and for what's ahead!
Onwards.
Thank you for being a part of this. 🙏
😎