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Teng Yan - some of your best investment ideas never get investigated. figuring

Tessara · Oct 2026 · 0:47 · AI-annotated

Length
0:47
Scenes
11 · 4.4 s avg
Product on screen
0:00
Call to action
0:38 · 80%
Voiceover
Yes
00:00:00 / 00:47:28

Tessara’s 0:47 launch film runs 11 scenes, about 4.4 s each. The product is on screen from the first frame. The call to action lands at 0:38 (80% in), over a voiceover. The video is one unbroken screen capture of the Tessara interface, with slow pans and zooms moving between the answer card, the evidence panel, and the query bar. A centered bottom caption re-times the narration phrase by phrase, and in-place text crossfades replace cuts, giving a calm documentary pace.

No filming indicatedEstimated needs: 5 capture groups — your screens or recordings · 1 official logo — reused across the film
Plan my film from this onePrintable storyboard

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Teng Yan - some of your best investment ideas never get investigated. figuring, scene by scene

· 11 scenes as text

  1. 01 · Product intro · 0:00–0:06

    A light chat interface: a tan prompt bubble sits in a white card, then the AI answer appears beneath it as the view scrolls up. A centered dark caption at the bottom swaps phrase by phrase with the narration.

    On-screen text: “Who can earn more from an AI cluster”, “without adding another GPU?”, “Here's what Tessara found.”, “Oracle reprices older GPUs.”

    Techniques: Kinetic type, UI zoom

    Camera: Pull out

  2. 02 · Demo · 0:06–0:09

    A light product screen shows a white document card under a top bar; the body text crossfades between passages while a centered caption below swaps to follow the narration.

    On-screen text: “Oracle reprices older GPUs.”, “CoreWeave can recontract clusters”

    Camera: Static

  3. 03 · Demo · 0:09–0:13

    A beige screen shows a white card holding two numbered paragraphs with source tags beneath a header bar. Below the card, a large centered caption line swaps phrases in time with the narration, moving from CoreWeave to Cloudflare.

    On-screen text: “CoreWeave can recontract clusters”, “after their initial financing is repaid.”, “Cloudflare serves more requests.”

    Techniques: Kinetic type

    Camera: Static

  4. 04 · Demo · 0:13–0:22

    A white card on cream shows a Cloudflare paragraph, then crossfades to one on incremental profit, as a large bottom caption updates phrase by phrase. Finally the view pulls back to reveal the full interface, with a numbered findings list left and a source panel right.

    On-screen text: “Cloudflare serves more requests”, “through higher utilization.”, “These are different ways to earn more.”, “They don't establish who makes the most”, “incremental profit.”, “Let's inspect Oracle's evidence.”

    Techniques: Kinetic type, UI zoom

    Camera: Pull out

  5. 05 · Demo · 0:22–0:25

    A light two-column product screen shows an answer list on the left and an evidence panel on the right. The right panel changes to a full transcript, the frame zooms onto it, and a large bottom caption swaps lines.

    On-screen text: “Let's inspect Oracle's evidence.”, “In its first-quarter renewal cohort,”

    Techniques: Kinetic type, UI zoom

    Camera: Push in

  6. 06 · Demo · 0:25–0:27

    A white transcript card sits on a cream background with the TESSARA logo top left. The view zooms into a highlighted sentence about GPU renewals as a bold black caption below the card swaps from one phrase to the next.

    On-screen text: “In its first-quarter renewal cohort,”, “capacity renewed or resold”

    Techniques: Kinetic type, UI zoom

    Camera: Push in

  7. 07 · Demo · 0:27–0:34

    A light source-quote card sits under a header reading Oracle, CoreWeave, Cloudflare, with a gray highlight over the renewal sentence. A centered caption below the card cycles through voiceover phrases, fading each line in and out.

    On-screen text: “capacity renewed or resold”, “at a twenty percent premium.”, “Most of those GPUs were”, “four years old or older.”, “That raises a bigger investment question:”

    Techniques: Kinetic type

    Camera: Static

  8. 08 · Demo · 0:34–0:36

    A light analysis card scrolls up through footnoted body text, then settles on a question row where a caret types “How long” beside a blue Ask button, all under a static black headline.

    On-screen text: “That raises a bigger investment question:”

    Techniques: Cursor demo

    Camera: Push in

  9. 09 · Demo · 0:36–0:38

    A query bar in the TESSARA interface types out the cluster-earning question while a caption below swaps to match it. A cursor clicks the Ask button, and two follow-up suggestion rows appear above the field.

    On-screen text: “That raises a bigger investment question:”, “how long can these clusters keep earning?”

    Techniques: Cursor demo

    Camera: Static

  10. 10 · CTA · 0:38–0:42

    A cream screen shows a white chat panel: a tan question bubble, a 'Checking this read...' timer counting up, and a focused input row with a blue send button. Below, a dark caption swaps from the question to 'Explore the answer in Tessara,' then 'and follow the evidence.'

    On-screen text: “how long can these clusters keep earning?”, “Explore the answer in Tessara,”, “and follow the evidence.”

    Camera: Static

  11. 11 · Outro · 0:42–0:47

    A locked-off end card on a cream background. The TESSARA logo and wordmark sit at the top, the headline is centered, and the URL anchors the bottom. Around one second the line 'for serious investors.' fades in beneath the headline. No camera movement.

    On-screen text: “The AI research team”, “tessara.tech”, “for serious investors.”

    Camera: Static