TAM

$42.29 billion (global AI video market, 2033 projection)

TAM is defined as the long‑run global market for AI‑driven video (creation, editing, analysis and personalization) that a full‑feature audio→video filmmaking platform could address across advertising, creator tools, enterprise L&D and entertainment. Grand View Research estimates the global AI video market at USD 3.86 billion in 2024 and projects USD 42.29 billion by 2033 (CAGR ~32.2%), which is used here as the long‑run TAM because it explicitly captures AI video creation, personalization and cloud delivery at scale. Demand drivers that support that long‑run TAM include large and growing digital video advertising budgets and rising creator/enterprise demand for localized and personalized video (short‑form and CTV growth). Research reports focused on generative AI in media/entertainment show parallel high‑growth forecasts, demonstrating convergence between advertiser demand and supply‑side AI capabilities — supporting the choice of the Grand View Research AI‑video projection as the TAM anchor. (TAM timeframe is explicit: 2033 projection; the platform’s addressable slice in any single year will be lower than the long‑run projection.)

• grandviewresearch.com
• globenewswire.com
• marketingdive.com

SAM

$0.5 billion (approx., 2025 generative‑AI video‑creation addressable market)

SAM is scoped to the near‑term, directly serviceable market for generative AI video creation (the subsegment most closely mapped to an audio→video filmmaking platform): marketing/advertising creative generation, creator tools (short‑form and repurposing workflows), and enterprise training/localization. Market.us publishes a dedicated Generative AI in Video Creation market estimate (USD 336.1M in 2023) and a 21.2% CAGR; applying the published CAGR for two years produces an approximate 2025 market size of ~USD 0.49–0.50 billion (336.1M * 1.212^2 ≈ 0.49B). The Business Research Company’s independent estimate (≈USD 0.32B in 2024, ~0.39B in 2025) provides a conservative cross‑check; Grand View Research’s broader AI‑video figures provide an upper bound and context. The SAM number is therefore reported as USD 0.5B (rounded), representing the practical, near‑term addressable segment for a specialized audio→video personalization product.

• market.us
• thebusinessresearchcompany.com
• grandviewresearch.com

SOM

$5.0 million (approx.; conservative 1% capture of 2025 SAM)

SOM is the realistically obtainable revenue within the stated SAM over an initial commercial window (approximately 3 years) given typical early‑stage GTM constraints and competition. A conservative capture assumption of 1% of the 2025 SAM (0.01 × USD 495M ≈ USD 4.95M) is used and rounded to USD 5.0M. Illustrative routes to that SOM under published pricing/packaging in the category: (a) enterprise GTM — ~100 enterprise customers at an average ARR of ~USD 50k → ~USD 5M; (b) mixed GTM — a blend of higher‑ARPU enterprise accounts and lower‑ARPU creator/SMB subscriptions (example: 50 enterprise accounts @ USD 50k + 1,500 SMB customers @ USD 1.5k ARPU ≈ USD 5M). Public vendor pricing and packaging in the category (enterprise/custom plans plus $29–$89/mo creator tiers) indicate these ARPU ranges are feasible as a blended average, and justify the scenario arithmetic. The SOM is deliberately conservative (1% of SAM) and should be updated with actual early traction metrics, channel partnerships, pricing, and customer mix.

• market.us
• synthesia.io
• runwayml.com
• heygen.com