When OpenAI across the ocean seems to have pressed the &#34;pause&#34; button on the AI generation model Sora, China's tech giants have launched a counterattack in this field.
Recently, ByteDance's latest AI video generation model Seedance 2.0 went live, quickly igniting the internet with its advantages in multimodal input, self-camera operation, and consistency.
Feng Ji, founder of Game Science, provided a weighty judgment after an in-depth experience: &#34;The content field is bound to face unprecedented inflation.&#34;
Feng Ji's prophecy is not alarmist.
This shockwave is rapidly transmitting to industries such as e-commerce, gaming, video platforms, and film production: In the e-commerce sector, the technical barriers of low-end outsourcing and shooting bases have been completely flattened; in the gaming industry, the production cycle of concept verification and user acquisition materials has been drastically compressed, making competition even more brutal; video platforms have to further optimize distribution logic to cope with the explosive supply; and the traditional linear process of film production, &#34;shooting + editing,&#34; is facing a dimensionality reduction blow from the industrial pipeline of &#34;prompt + generation.&#34;
A major reshuffle of the industry regarding benefits and replacements has already begun. <img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c4a3e14b-f258-4e25-8ffb-c7288bf041cc.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c4a3e14b-f258-4e25-8ffb-c7288bf041cc.png"/>
<h2>Explosion of Video Production Capacity</h2>
In the past year, the biggest pain point of AI video has been deliverability.
Whether it's Sora, Runway, or domestic platforms like Keling, or even ByteDance's self-developed Jimeng, they all face this issue. Creators often find themselves trapped in a &#34;gacha&#34; game, needing to generate dozens of times to obtain a few seconds of video that is not broken and consistent.
The core breakthrough of Seedance 2.0 lies in its attempt to transform &#34;showing off skills&#34; into &#34;deliverable narratives.&#34;
The breakthroughs in key capabilities are mainly reflected in three aspects:
First is multimodal input. According to All Weather Technology's tests, new members logging into Jimeng can directly use Seedance 2.0 with just 1 yuan for automatic renewal, supporting text, images, videos, and audio as reference material inputs, meaning almost all formats you can think of can be input to generate videos.
Second is understanding narratives and learning to operate the camera. Seedance 2.0 demonstrates &#34;director-level&#34; thinking, capable of understanding complex narrative logic and automatically scheduling camera language to complete push, pull, shake, and move operations. Videos are no longer simple static image shifts but possess cinematic narrative logic.
Third is the consistency of images. According to All Weather Technology's tests on various AI video generation applications available on the market, issues such as facial expressions breaking down during subject movement and backgrounds appearing with mixed clarity and blurriness are rampant.
However, from the demo video, Seedance 2.0 maintains the consistency of facial and visual information during the subject's movement, making coherent narrative expression possible.
This means that AI video generation is transitioning from a toy to a tool. This capability of turning video generation into a standardized industrial pipeline makes &#34;everyone a director&#34; no longer an empty slogan, and it will significantly reduce the cost of video production
Feng Ji uses &#34;inflation&#34; to describe this transformation.
&#34;The production costs of general videos can no longer follow the traditional logic of the film and television industry and will gradually approach the marginal cost of computing power. The content field will inevitably face unprecedented inflation, and traditional organizational structures and production processes will be completely restructured. I believe that anyone who has used it will quickly understand that this prediction is by no means alarmist,&#34; Feng Ji stated.
<h2>The First Wave of Impact</h2>
When the marginal cost of video production approaches zero, business models built on the old cost structure will be the first to be affected.
The four industries of e-commerce, gaming, video platforms, and film and television production may be the first wave of impacted sectors.
The most direct shock will first appear in the e-commerce field.
Product displays, scene interpretations, and functional explanation videos essentially do not rely on complex artistic narratives but rather on clear information transmission.
With the popularization of Seedance 2.0, the threshold for merchants to acquire video expression capabilities has been completely flattened. Low-end video outsourcing companies and Taobao shooting bases that relied on &#34;information asymmetry&#34; and &#34;technical barriers&#34; for survival will face a harsh winter, and video production may shift from professional outsourcing services to merchants' own daily operations.
Compared to e-commerce, the impact of AI video generation models on gaming may still be relatively limited, but the revolution has quietly begun.
The costs of world view interpretation, concept validation, and user acquisition material videos are decreasing exponentially. More projects will be validated at earlier stages and will also be eliminated at earlier stages.
An insider from a gaming company in Beijing told All Weather Technology that the company has already initiated small-scale testing of Seedance 2.0 internally.
AI video generation models are also changing the distribution logic of video platforms.
For platforms like Douyin and Kuaishou, videos generated by models like Seedance 2.0 bring a surge in content supply, forcing the core competitiveness of the platforms to shift entirely to the &#34;screening and distribution&#34; mechanism. For example, whoever's algorithm can more accurately sift through the vast amount of AI-generated content to find the gems, and whoever has higher commercial conversion efficiency, will be the winner.
In the film and television field, the multi-shot narrative capability of Seedance 2.0 may reshape the production process.
In the past, the birth of a film or television work often followed a strict linear industrial process: first, there was a massive amount of material shooting, followed by editing by editors in post-production to make selections and connections, constructing the narrative logic.
However, in the logic of Seedance 2.0, this boundary is becoming blurred.
In the shooting phase, there is a possibility that the set can be generated at low cost by AI models; the model itself has an understanding of camera movement and narrative rhythm, and at the moment of generating the video, it has actually completed the work of &#34;editing&#34; simultaneously.
AI no longer just spits out scattered material shots but directly delivers a &#34;finished product&#34; with coherent spatial and temporal relationships.
This means that the traditionally time-consuming post-production editing phase in film and television production faces the risk of being &#34;dimensionality-reduced&#34; by algorithms.
The future creative flow may no longer be &#34;shooting + editing,&#34; but rather &#34;prompt + generation,&#34; with the role of editors transforming from &#34;operators&#34; to &#34;instruction engineers&#34; or &#34;aesthetic gatekeepers.&#34;
Although the videos generated by Seedance 2.0 are not yet perfectly flawless, with logical details and visuals still needing improvement, the speed of technological iteration far exceeds market expectations, and these challenges will not be obstacles in the near future.
<h2>The &#34;Moat&#34; of IP</h2>
Seedance 2.0's astonishing &#34;replication&#34; ability not only allows ordinary people to enjoy the thrill of creation but also puts unprecedented pressure on copyright holders.
Recently, a large number of &#34;derivative&#34; and even &#34;parody&#34; clips from Stephen Chow's classic films have gone viral on short video platforms.
With the computational power of AI video generation models, Stephen Chow's facial expressions, iconic laughter, and classic dialogue styles have been replicated at low cost by many users, even generating many absurd plots that never occurred.
This quickly caught the attention of Stephen Chow's team.
Stephen Chow's agent, Chen Zhenyu, publicly questioned: &#34;I want to ask, are these considered infringement (especially with the massive spread in the past few days)? I believe the creators must have profited, and is a certain platform just letting it go and providing users the ability to generate and publish?&#34;
This question seemingly unveils the copyright anxiety of the AI era, but from the depths of commercial logic, it actually proves the extreme scarcity of top-tier IP in the AI era.
In the future, amidst the flood of AI-generated content, technology itself will no longer be a barrier, as everyone has access to the same Seedance 2.0 tools.
The real barrier still lies in the hands of IP owners.
It is precisely because the market is flooded with numerous &#34;high-quality imitations&#34; of Stephen Chow that the irreplaceability of the &#34;true Stephen Chow&#34; IP becomes even more apparent.
When content supply is not only excessive but also &#34;inflated,&#34; users' time and attention will become more precious than ever. Those who can instantly capture users' attention will still be the classic IPs that have been validated over time and possess strong emotional penetration.
In other words, while AI has lowered the threshold for production, it has infinitely elevated the value of &#34;recognizability.&#34;
For IP owners, the prospects remain bright. Long-accumulated IP assets will no longer just be objects of infringement but can achieve exponential commercial value through legitimate licensing under the leverage of AI, facilitated by countless creators.
From the launch of OpenAI's Sora 1.0 in February 2024, which became the world's first AI video generation model supporting the generation of 60-second videos, to now, ByteDance's Seedance 2.0 achieving multimodal input to generate 60-second native audio narrative blockbusters, only two years have passed.
In this rapidly advancing technological era, various industries stand at a crossroads: the costs at the execution level are being infinitely compressed, and those repetitive jobs that rely on manpower and time will be ruthlessly replaced; meanwhile, the value of IP and creativity is being infinitely amplified.
When tools become readily available, what determines the height of content will no longer be whether one can use the software, but whether the conception of the world in one's mind is unique enough

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The industry reshuffle has already begun

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Seedance 2.0 Shockwave: A Cost Collapse from E-commerce, Gaming to Film and Television