Behind the video
You won’t believe these AI generated photos…
The thesis, the calls, and the words behind them. Play a quote to hear it in the original video.
Overall SentimentNeutralStrength: 20%
Overall Thesis
Dave Lee showcases AI-generated photos created with Midjourney version 5, discussing its strengths (detail, scenery, lighting) and weaknesses (action shots, eating scenes) compared to earlier versions. The video is a demonstration of AI photo generation technology rather than a stock or market analysis.
Narratives
MJAIMidjourney AI Photo Generation (non-public demonstration)
NeutralThe host demonstrates Midjourney version 5's AI photo generation capabilities across a variety of prompts, noting significant improvements over version 4 and rapid pace of progress in AI media generation. No investment thesis or asset-direction claim is made; this is a product demonstration video.
Key Arguments
- Midjourney version 5 shows major improvements in photo realism, detail, and composition compared to version 4 released just months earlier.
- AI still struggles with action shots and scenes depicting people eating.
- The pace of change in AI photo generation is described as breathtaking, with expectations of further rapid improvement in coming months and expansion into video and music generation.
Risks acknowledged
- AI photo generation still has weaknesses with action shots (e.g., tennis, basketball, fighting scenes).
- Eating scenes and some facial details in crowded images show distortion or imperfection.
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