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Here's an interesting article. Note Google's recent $75m investment in Studio24.

From models to studios: how AI video investment is evolving

By Leah Hodgson

PitchBook, Deputy Editor, European Private Markets

PitchBook News

Billions of dollars are flowing into AI video generation, and the market is just getting started.

In the past five years, investment in startups developing AI video and media tech has more than tripled, according to PitchBook data. Funding this year is already at its highest level yet, with $5.6 billion invested, up over 43% from 2025’s annual total.

Startups building video-generation models have captured most VC dollars, converging around a clutch of well-funded companies, including Runway and Luma AI. That race has not ended, and neither has the funding, but new parts of the market are beginning to draw more attention.

This week’s $75 million investment in indie film studio A24 by Google DeepMind is a clear example, with the two companies partnering to develop AI tools for filmmakers. Google gaining access to A24’s creatives and research signals that the market is opening up beyond just funding the best video-generation tool.

“If you compare the state-of-the-art technology of today to that of three years ago, the difference is honestly mind-blowing,” Ziv Reichert, partner at London-based VC firm LocalGlobe, said. “But we’re still in the infancy, and there’s so much more value to capture.”

According to Reichert, competition among companies building video-generation tech is heating up, not just in Western markets. New models emerging from China are rivaling products in the US and Europe, and incumbents are also investing in developing their own AI capabilities. The technology is becoming easier to build, and the more options there are, the harder it is to be the go-to for creators.

This market reality is prompting a bigger question: now that generating video is no longer the hard part, where does the value go?

For an asset class historically closely tied to software, studios are not an obvious choice for VC investment, but they are gaining traction.

Allenby are Nomad.

"Furthermore, the Company's broker, AlbR Capital Limited, has agreed to accept settlement for £40,000 of accrued broker fees via the issue of new Ordinary Shares. A further announcement will be made in this respect in due course".

AlbR are sharp enough not accept something as sill as their fees being paid in shares at a premium.

There is, nor will the be, any capital raise at 6p whilst the current SP is at its current level. More likely it will be at a big discount to current.

The 6p referred to was (i) the deemed issue price at which the directors have agreed to convert their unpaid salaries & (ii) the HOPE value "...consistent with the valuation framework adopted in the recently announced strategic discussions..."

That 6p "hope" value was fine on 20 May when the sp was 6p!!!!

There is, nor will the be, any capital raise at 6p whilst the current SP is at its current level. More likely it will be at a big discount to current.

The 6p referred to was (i) the deemed issue price at which the directors have agreed to convert their unpaid salaries & (ii) the HOPE value "...consistent with the valuation framework adopted in the recently announced strategic discussions..."

That 6p "hope" value was fine on 20 May when the sp was 6p!!!!

Thanks for your insight. Realistically, what alue do you think we can attribute to City Oil via Sabien's 33% holding in b.gtn group Ltd?

What's the perceived next stage for Sabien?

Let's relax people. This is the market at work. The fact that the market can absorb such volumes is absolutely great. Name me another £20m market cap share that has this level of depth of liquidity. I do agree that it's highly annoying to see these big black trades being published after the event, but that the way it is.

Ask your self how you will feel when the SP is 10p and you discover that you can sell 1 million shares in one hit at around the quoted bid price. I'll 'warrant'(get it!!!) that you'll be quietly smiling then.