During this Spring Festival, domestic large-scale AI models are not idle. Different manufacturers have gathered together to release new products, which has created a lively atmosphere on the technical track like the "Spring Festival Festival". In particular, the video generation model Seedance 2.0 launched by ByteDance immediately became popular overseas and was called the "DeepSeek moment" in the field of AI video by many people in the industry.
Director-level creations become a reality
In early February, Kuaishou Keling AI took the lead in launching the 3.0 series, shouting the slogan of "everyone's director era". Immediately afterwards, ByteDance's Seedance 2.0 attracted global attention for its ability to "generate cinema-level blockbusters in seconds", allowing AI to truly possess the professional capabilities of storyboard design, multi-lens narrative, and audio-visual synchronization. After trying it out, the famous director Jia Zhangke said it was "really powerful" and said he planned to use it to make short films. This shows that AI has transformed from a toy into a tool in the hands of professionals.
The core of "director-level" creative ability lies in the model's ability to follow complex instructions and understand the lens language, which is really not simple. Seedance 2.0 has the ability to support the simultaneous input of four modes: image, video, audio, and text. Users can use reference videos to specify actions and use a piece of audio to set the rhythm. In this way, the creative process is more like a real director scheduling. Feng Ji, the founder of Game Science, even called it “the most powerful video generation model on the planet currently” and believed that it marked “the end of AIGC’s childhood.”
The sudden drop in costs has given rise to the singularity of industrialization
The key to moving AI video technology from "technically feasible" to "commercially available" is that the cost has dropped dramatically. Well-known visual effects director Yao Qi used Seedance 2.0 to produce the two-minute sci-fi short film "Homeward Bound" at a total cost of only 330.6 yuan, which is simply unimaginable within the framework of traditional film and television drama production. Relevant people in the industry have estimated that this model is likely to reduce the cost of generating a 5-second video to the range of 4.5 yuan to 9 yuan, and shorten the production cycle of animation from more than a week to less than 3 days, reducing the cost of manpower by about 90%.
The sharp drop in costs directly contributed to the industrialization singularity of the industry. Take the Hongguo short drama "The Queen Mother's Scheme" as an example. Its production cycle was reduced from the original 21 days to 3 days, and the cost of each episode was reduced from 20,000 yuan to 3,000 yuan. The effect of reducing costs and improving efficiency is extremely significant. Huatai Securities stated that the key breakthrough of Seedance 2.0 is the transformation from "blind box generation" to a highly controllable and reusable creative process, which shows that large-scale industrial production of AI videos has become a reality.
Fierce battle among giants prompts reshaping of industrial landscape
With the intensive release of Google Veo 3.1, the intensive release of OpenAI Sora2, the intensive release of Kuaishou Keling 3.0, and the intensive release of Byte Seedance 2.0, the competition on the AI video track has entered a fierce stage. Goldman Sachs released a research report expressing its view that although Seedance 2.0 is more outstanding in terms of physical movement performance, Keling 3.0 is still competitive in terms of picture consistency and business scene adaptability. This market is not a "winner takes all". It is estimated that by 2030, the global AI video generation market will reach approximately US$29 billion, enough to accommodate multiple leading players.
It is this fierce competition that is reshaping the industry landscape. Angel investor Guo Tao said that the implementation of Seedance 2.0 has caused huge competitive pressure on similar products such as Kuaishou Keling, MiniMax Conch, and Shengshu Technology Vidu, forcing domestic AI video track companies to accelerate technological innovation and product iteration. Moreover, the improvement of AI video capabilities has also caused the value of digital assets of upstream IP parties to be re-evaluated, and the value distribution structure of the content industry chain is undergoing profound changes.
Domestic technology realizes the transition from following to leading
With the explosion of domestic AI video technology, the industry widely holds the view that we have achieved a great transformation from "following" to "leading". Liu Shuliang, a professor at Communication University of China, claimed that based on existing evaluations, Seedance 2.0 can be regarded as a significant step-by-step improvement. Its generation effect is much better than most previous models, and it can basically be said to be in a "leading" position. Fu Sheng, chairman of Cheetah Mobile, also expressed emotion that this is the first time in history that a domestically produced large model leads the world.
However, experts also highlighted the importance of keeping things objective. Guo Tao said that OpenAI's Sora 2 still has obvious advantages in complex physical field restoration and long video narrative coherence. However, Liu Shuliang warned the MBTI personality test that this "top position" may be short-lived. In view of the extremely rapid update of the AIGC industry, new versions or new manufacturers may soon appear. Being far ahead at the moment does not mean always leading. Domestic AI video technology still requires unremitting research before it can steadily move towards global all-round leadership.
The film and television industry faces complete restructuring
When Tim, the founder of Film and Television Hurricane, evaluated Seedance 2.0, he used the expression "it's really a bit scary" to describe it, and concluded that "the distance between the traditional film and television process and being washed away by the AI tsunami has completely entered the countdown stage." This is not an unfounded scare. If AI can plan shots on its own, generate shooting results from multiple angles, and even achieve character dialogue and automatically add subtitles, the process and organizational structure of traditional film and television production will inevitably face reconstruction. Feng Ji also pointed out that in the future, the cost of video production will be closer to the marginal cost of computing power, and the content field will usher in unprecedented "inflation."
The "director era for everyone" described by Keling AI is accelerating. For creators, the lowering of technical barriers means that more people can visualize their creativity. Cathay Haitong Securities believes that the independent creation capabilities of Seedance 2.0 have given rise to new industry chain investment opportunities covering video generation, real-time interaction, design tools, terminal intelligence and other aspects. However, this reconstruction also brings new opportunities.
Commercialization path and ecological layout are beginning to emerge
At the commercialization level, differences in the paths of major manufacturers are beginning to emerge. ByteDance has integrated Seedance 2.0 into Doubao and Jimeng APPs. Ordinary users can create digital avatars by recording their own images and directly experience the fun of AI video shooting. However, Zhipu has chosen a different path. Its new generation flagship model GLM-5 focuses on complex programming and intelligent agent tasks, and even recently announced a 30% price increase. This marks the transformation of domestic large models from "subsidy in exchange for market" to "value in exchange for premium."
The ecological layout has also become the focus of major manufacturers' efforts. Qianwen, owned by Alibaba, has used the bill-free activity to closely integrate AI with life service scenarios such as Fliggy, Damai, and Amap, making AI truly able to "do things." ByteDance provides technical support for multiple Spring Festival Gala programs, and also attempts to open up a complete ecosystem consisting of all links from the underlying chip to the user terminal. This kind of ecological perfection is difficult for entrepreneurial teams such as the "AI Six Little Dragons" to achieve in a short period of time to protect their own rivers. It also means that future competition will not only be a comparison of model capabilities, but also a comprehensive ecological competition.
Regarding this AI “Spring Festival” battle, what is the MBTI career test that surprises you most? Do you think making movies and videos in the future will be as easy as posting on WeChat Moments now? Welcome to share your opinions in the comment area, like it and forward this text so that more people can witness the rise of domestic AI!
