Type-to-video tools are not scarce. HeyGen, Colossyan, Hour One, and a dozen others will take a script and hand back an avatar reading it. The generation model is table stakes now, not a moat which makes it worth asking why Synthesia, a London company founded in 2017, is the one that reached a $2.1B valuation with a roster of Fortune 100 customers, while most of its direct competitors are still fighting for SMB market share. The generation model isn't the differentiator. The architecture arou...