Umesh
Start and End frames with video models offer infinite creative possibilities.

With Veo 3.1 now supporting both frames, it’s good to understand how different models respond as it helps to get a sense of their overall “vibe.”

Here’s a comparison across four models I usually use:

1. Veo 3.1 (and Fast)

2. Kling 2.1

3. Hailuo AI

4. Midjourney

I used the same set of images and a simple prompt ( “Seamless transition” ) for all models, ran two tests, and picked the best result. 🧵

1. Veo 3.1:

(Veo 3 Fast render wasn’t as good as Veo 3.1, but it could work well with multiple attempts.)
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Investing visuals
Investing: expectation vs reality. https://t.co/4FNRVDzYVq
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App Economy Insights
🗓️ What are you watching this week?

• Tuesday: $NFLX $KO $GM $ISRG $TXN
• Wednesday: $TSLA $IBM $LTM $GEV $T $HLT
• Thursday: $INTC $TMUS $F $AAL $LUV
• Friday: $PG

All visualized in our newsletter. https://t.co/gHKVbI7ord
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Dimitry Nakhla | Babylon Capital®
RT @wolfofharcourt: $MELI leads Mexico e-commerce app traffic with 34.9M MAUs, outpacing $AMZN at 26.3M.

Engagement leadership is one of the best forward signals for share of GMV and monetization power.

Source: SimilarWeb
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Umesh
RT @AllaAisling: 🎬 Adobe Firefly's new Camera Motion Reference feature is a game-changer for video creators.

You can now extract camera movements from ANY video and apply them to AI-generated content.

Here's exactly how to use it + real-world examples to get your creativity started 🧵

This post is sponsored by Adobe Firefly through a paid partnership as an @Adobe Firefly Ambassador.
#AdobeFireflyAmbassadors – #Ad – #MotionReferenceVideoGeneration
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Umesh
With Grok! https://t.co/5oe6yyj9j2

Floating! https://t.co/lHvaCzlrY4 - Umesh
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Yellowbrick Investing
Some interesting recent stock pitches:

$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments

$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections

$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Investing visuals
10 high quality software stocks:

• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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Umesh
These images might make you feel dizzy!

Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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