A YouTube discussion led by Jason M. Lemkin about the rapid acceleration of AI investing in 2025 — larger fundraises and growing check sizes — and a conversation with guests about AI training applications, with a focus on Synthesia’s role in enterprise video for corporate training and sales enablement.
The pace has picked up for AI investors. It used to be that like 60 million was a lot for a first time fund. Now guys like to now granted, not a new investor, but a new fund can raise like approaching a billion dollars in 24 months. To invest in AI and data, honestly, it is a derivative of what's changing, isn't it? But check sizes are up. Lead check sizes are up 42% in 18 months. Yeah. So I want to dig into that but I can't think of anyone to talk about right now. The intersection and I want to go into some of the data with Tomas. But before we get there, Victor, get us up to speed. So you've been doing give me a deep dive on Synthesia and where it wins. But if roughly speaking you've got hundreds of relatively larger customers using your AI training. Here's you yourself on the screen, right? You think using your own product doing in many cases nuts and bolts B2B activities, right. Corporate training, sales training, external on websites, internal SKOs which we thought we wouldn't need any salespeople with. With AI it turns out we need more than ever. But you're at the, at the intersection of an area that is competitive, right. There's a. There's more than one vendor doing video and enterprise. You're on one side or the other of nine figure in revenue monetizing this. So get us up to speed on what you do to today and actually would be interesting to me is with all the change, what are you most excited about that you're going to release this year?
