Subvolts take fal builds the infrastructure for generative video, enabling faster model deployment than training labs. Dec 10, 2025
For you
Developers
Learn about the specialized infrastructure and optimization techniques for building and deploying generative video models at scale.
Business
Understand the emerging applications and economic models for generative media across various industries, including entertainment and advertising.
Hype note
3/5Notable

This interview provides a deep dive into the specialized infrastructure for generative video, a key area for AI media.

Training Data Episode

The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed

1 h 02 Interview Hosts: Sequoia Capital
0:001:02:18

Audio streams from Sequoia Capital. Your place is remembered on this device.

From Subvolts

Summary and analysis by Subvolts editorial, AI-assisted.

Summary

Sequoia Capital's Training Data podcast features fal founders Gorkem Yurtseven, Burkay Gur, and Head of Engineering Batuhan Taskaya. They discuss building infrastructure for generative media, highlighting video models' unique compute demands. fal's technology allows them to run over 600 models simultaneously, faster than training labs. The episode explores demand from AI studios, education, advertising, and Hollywood, comparing generative video's rise to early CGI.

Explained simply

This episode explains how a company called fal is creating the behind-the-scenes technology that powers AI-generated videos. They discuss how making videos with AI is much harder than making text and how their system helps run many video AI models quickly, even faster than the original creators.

Why listen

This episode offers insight into the specialized infrastructure required for generative video, a rapidly evolving field. It's for developers and businesses exploring AI-driven media creation. Listeners learn how companies like fal are tackling the unique challenges of video generation, which differ significantly from LLMs. This work supports advancements seen in frontier labs experimenting with multimodal AI and video output, indicating a shift toward more complex AI media generation.

On the mic
  • HostSequoia Capital
  • GuestGorkem Yurtsevenfounder, fal
  • GuestBurkay Gurfounder, fal
  • GuestBatuhan TaskayaHead of Engineering, fal
About
Key facts
  • Episode Title: The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed
  • Show: Training Data (an official AI show)
  • Length: 62 minutes
  • fal's capability: Run more than 600 image and video models simultaneously
  • fal's speed claim: Often faster than the labs that trained them
Show notes from Sequoia Capital

fal is building the infrastructure layer for the generative media boom. In this episode, founders Gorkem Yurtseven, Burkay Gur, and Head of Engineering Batuhan Taskaya explain why video models present a completely different optimization problem than LLMs, one that is compute-bound, architecturally volatile, and changing every 30 days. They discuss how fal's tracing compiler, custom kernels, and globally distributed GPU fleet enable them to run more than 600 image and video models simultaneously, often faster than the labs that trained them. The team also shares what they’re seeing from the demand side: AI-native studios, personalized education, programmatic advertising, and early engagement from Hollywood. They argue that generative video is following a trajectory similar to early CGI—initial skepticism giving way to a new medium with its own workflows, aesthetics, and economic models.Hosted by Sonya Huang, Sequoia Capital

Jargon decoded
LLMs
Gorkem Yurtseven, Burkay Gur, Batuhan Taskaya
Large Language Models, AI systems that understand and generate text.
compute-bound
Gorkem Yurtseven, Burkay Gur, Batuhan Taskaya
A task limited by the processing power available, rather than memory or other factors.
tracing compiler
Gorkem Yurtseven, Burkay Gur, Batuhan Taskaya
A tool that optimizes code by tracking its execution path.
custom kernels
Gorkem Yurtseven, Burkay Gur, Batuhan Taskaya
Specialized, highly optimized code routines for specific hardware operations.
Published
Show
Training Data · Sequoia Capital
Length
1 h 02
Summary by
Subvolts, using an AI model (how we work). Spotted a mistake? Tell us.

Questions people ask

What makes video models different from LLMs?
Video models present a compute-bound optimization problem that is architecturally volatile and changes rapidly, unlike LLMs.
What kind of demand is fal seeing for generative video?
Demand comes from AI-native studios, personalized education, programmatic advertising, and early engagement from Hollywood.

Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Sequoia Capital.