Nic Mitham - The AI Video Stack: Status By Company - June 2025
FreeWho owns the full loop from prompt to performance?
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About Nic Mitham - The AI Video Stack: Status By Company - June 2025
A LinkedIn post by Nic Mitham, founder of KZero Worldswide, analyzing the AI video generation landscape. It argues that Google has assembled the most complete AI video stack by linking Gemini, Imagen 4, and Veo 3 within a creative interface called Flow. The post defines a full stack (prompt engine, story engine, image model, video model, audio, creative UI) and compares Google against Meta and ByteDance for control of the full loop from prompt to performance, emphasizing distribution via YouTube, Instagram, and TikTok.
Key Features
Explains components of a full AI video stack (LLM, story engine, image/video model, audio, UI)
Analyzes Google's Flow interface connecting Gemini, Imagen 4, and Veo 3
Compares Google, Meta, and ByteDance as the three-horse race in AI video
Highlights the importance of distribution (YouTube, Instagram, TikTok) as part of the stack
Distinguishes needs of enthusiasts, creators, and studios
Pros & Cons
Pros
- Provides a clear framework for what constitutes a complete AI video stack
- Includes distribution as a critical component often overlooked
- Names specific companies (Google, Meta, ByteDance) and their strengths
- Written by an industry analyst tracking the AI space
Cons
- Opinion piece rather than a comprehensive, data-driven market map
- Focuses only on three major players; smaller companies not covered in depth
- The post itself is a LinkedIn post; no downloadable or interactive resource
Best For
Understanding the current AI video ecosystem and key playersEvaluating platform choices for AI video productionStrategic analysis for investors or product managers in AI videoLearning about the concept of a full stack in AI video generation
FAQ
What is a full AI video stack according to this analysis?
A full stack includes a prompt engine (LLM), story engine, image model (keyframes), video model (motion, camera), audio layer (voices, music, FX), and a creative UI.
Why does the post say Google has the most complete stack?
Because Google connects Gemini (language), Imagen 4 (image), and Veo 3 (video) into a seamless interface called Flow, covering the entire creation chain.
What three companies are identified as potential winners?
Google (deepest tools and YouTube distribution), Meta (Instagram and Reels), and ByteDance (TikTok).