Bending Spoons App-Focused AI Strategy
Bending Spoons
This gap matters because Lightricks is building AI as a reusable technology stack, while Bending Spoons mainly applies AI inside acquired consumer apps. Lightricks can turn the same research into better creator tools, open models that attract developers, and APIs that other companies pay to embed. Bending Spoons has AI talent and AI features in products like Remini and Evernote, but its public posture is still centered on operating and improving a portfolio of apps, not exporting core model infrastructure.
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Lightricks has pushed beyond app features into model distribution. Its LTX-Video repository is public on GitHub, includes open source fine tuning tools, and the company markets both LTX Studio and an API around the same model family. That creates a flywheel between research, developer adoption, and enterprise usage.
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Bending Spoons does have internal AI capability. It hires AI research engineers, describes a shared internal technology platform, and highlights generative AI in Remini and Evernote. But those efforts are presented as ways to improve owned products, not as a standalone model or API business that compounds across external customers.
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This sits inside a broader market split. ByteDance wins consumer video through TikTok distribution and CapCut scale, while newer AI players are separating into app companies and infrastructure providers. Lightricks is closer to straddling both sides. Bending Spoons is still more exposed to the app side, where growth depends on product execution, pricing, and acquisitions.
Going forward, the companies best positioned in creative software will increasingly pair consumer reach with proprietary or open model leverage. If Bending Spoons keeps AI mostly inside its app portfolio, it can still improve margins and retention, but Lightricks has the clearer path to turning research into a broader platform business with more surfaces for monetization.