While OpenAI overseas appears to have pressed the "pause button" on its AI video generation model Sora, Chinese tech giants are launching a counter-offensive in this domain. Recently, ByteDance's latest AI video generation model, Seedance 2.0, was launched and rapidly captivated the internet with advantages like multimodal input, autonomous camera movement, and high consistency. Feng Ji, founder of Game Science, offered a significant assessment after a deep dive: "The content field is bound to experience unprecedented inflation." Feng Ji's prediction is not an overreaction. This shockwave is quickly propagating to industries such as e-commerce, gaming, video platforms, and film production. In e-commerce, the technical barriers for low-end outsourcing and photography bases are being completely flattened. Within the gaming industry, the production cycles for proof-of-concept and user acquisition materials are being drastically compressed, intensifying competition. Video platforms are compelled to further optimize their distribution algorithms to cope with the explosion in content supply. Meanwhile, the traditional linear "shoot plus edit" workflow in film production faces a disruptive challenge from an industrial pipeline built on "prompt plus generation." A major industry reshuffle, centered on who benefits and who gets replaced, has already begun.

The Explosion of Video Production Capacity Over the past year, the biggest pain point for AI video has been its deliverability. This issue has persisted across models like Sora, Runway, domestic options like Kling, and even ByteDance's own Dreamina. Creators often found themselves stuck in a "gacha game," requiring dozens of generations to obtain a few seconds of coherent, non-degraded video. The core breakthrough of Seedance 2.0 lies in its attempt to transform "technical wizardry" into "deliverable narratives." Key capability breakthroughs are evident in three main areas: First, multimodal input. According to tests, new members signing up for Dreamina can access Seedance 2.0 directly for a minimal fee, with support for text, images, video, and audio as reference inputs—essentially every format one can imagine for generating video. Second, narrative understanding and autonomous cinematography. Seedance 2.0 demonstrates "director-level" thinking, capable of comprehending complex narrative logic and automatically orchestrating camera movements like pans, tilts, and zooms. The resulting video is not merely a simple sequence of static images but possesses a cinematic narrative flow. Third, visual consistency. Tests of various AI video generation applications on the market frequently show issues like distorted facial expressions during subject movement and inconsistent background clarity. However, based on demo videos, Seedance 2.0 maintains consistency in facial details and overall scene composition throughout motion, making coherent storytelling possible. This signifies AI video generation evolving from a toy into a practical tool. This capability to standardize video production into an industrial pipeline makes the slogan "everyone can be a director" more than an empty promise, and it promises to significantly reduce video production costs. Feng Ji uses "inflation" to describe this transformation. "The production cost for generic video content can no longer follow the traditional logic of the film industry and will begin to approach the marginal cost of computing power. The content field is destined for unprecedented inflation, and traditional organizational structures and production workflows will be completely restructured. I believe anyone who has used it will quickly understand this prediction is far from alarmist," Feng Ji stated.

The First Wave of Impact When the marginal cost of video production nears zero, business models built upon older cost structures will be the first affected. The e-commerce, gaming, video platforms, and film production industries are likely the initial sectors to feel the impact. The most immediate tremors are appearing in e-commerce. Videos for product display, scenario depiction, and functional explanation fundamentally rely less on complex artistic narrative and more on clear information delivery. With the proliferation of Seedance 2.0, the barrier for merchants to acquire video expression capability is being completely eradicated. Low-end video outsourcing firms and Taobao photography studios, which survived on "information asymmetry" and "technical barriers," face a harsh winter. Video production may shift from specialized outsourcing to becoming part of merchants' daily internal operations. Compared to e-commerce, the immediate impact of AI video generation models on gaming might be more limited, but a revolution is quietly underway. The cost of producing videos for world-building, concept validation, and user acquisition is dropping exponentially. More projects will be validated at earlier stages, and similarly, more will be淘汰ed sooner. An insider from a Beijing-based game company revealed that small-scale testing of Seedance 2.0 has already commenced internally. AI video generation models are also altering the distribution logic of video platforms. For platforms like Douyin and Kuaishou, the surge of video content generated by models like Seedance 2.0 represents a flood of supply, forcing these platforms to shift their core competitive advantage entirely to their "screening and distribution" mechanisms. The winner will be whoever develops algorithms that can most accurately identify gold nuggets from the vast sea of AI-generated content and achieve higher commercial conversion efficiency. In the film domain, Seedance 2.0's multi-shot narrative capability could reshape production workflows. Traditionally, the creation of a film or TV show followed a strict linear industrial process: extensive raw footage was first shot, then editors, in post-production suites, would select, sequence, and assemble it to construct the narrative. In Seedance 2.0's logic, this boundary is becoming blurred. During the shooting phase, future set design could potentially be generated at low cost by AI models. The model itself, possessing an understanding of cinematography and narrative pacing, effectively performs the "editing" work simultaneously as it generates the video. The AI no longer just outputs disjointed clips but delivers a coherent "final cut" with logical temporal and spatial relationships. This implies that the traditionally time-consuming post-production editing phase faces the risk of being disrupted by algorithms. The future creative workflow might not be "shoot + edit" but "prompt + generate," with the role of the editor transforming from "operator" to "prompt engineer" or "aesthetic gatekeeper." Although the videos generated by the current Seedance 2.0 are not perfectly flawless, with room for improvement in logical details and visuals, given the pace of technological iteration far exceeding market expectations, these challenges are unlikely to be significant obstacles in the near future.

The "Moat" of IP Seedance 2.0's astonishing "replication" ability, while allowing ordinary users to enjoy the thrill of creation, is also causing unprecedented pressure for copyright holders. Recently, a large number of "derivative works" and even "parody" clips based on Stephen Chow's classic films have gone viral on short video platforms. Powered by the computational might of AI video generation models, Stephen Chow's facial expressions, iconic laugh, and even his classic line delivery style are being replicated at low cost by numerous users, who are generating absurd storylines that never occurred in the original films. This quickly drew the attention of Stephen Chow's team. His agent, Chen Zhenyu, publicly questioned: "I'd like to ask, does this constitute infringement (especially with the massive circulation these past two days)? I believe the creators are likely already profiting, and is a certain platform just放任ing it, providing users the means to generate and publish this?" This query, while seemingly highlighting copyright anxieties in the AI era, from a deeper business logic perspective, actually underscores the extreme scarcity of top-tier IP in this new age. In the future, amidst a deluge of AI-generated content, the technology itself will cease to be a barrier, as everyone has access to the same Seedance 2.0 tool. The true barrier will remain firmly in the hands of IP owners. The very fact that the market is flooded with high-quality "replicas" of Stephen Chow only serves to highlight the irreplaceability of the authentic "Stephen Chow" IP. When content supply is not only过剩 but also "inflated," user time and attention will become more valuable than ever. What can instantly capture user attention will still be those time-tested classic IPs with powerful emotional resonance. In other words, while AI lowers the barrier to production, it infinitely elevates the value of "distinctiveness." For IP owners, the prospects remain bright. IP assets cultivated over years will no longer be merely targets for infringement but can, through official licensing, leverage the power of AI and the hands of countless creators to achieve exponential amplification of commercial value. From February 2024, when OpenAI's Sora 1.0 became the world's first AI model capable of generating videos up to 60 seconds long, to today's ByteDance Seedance 2.0 generating 60-second narrative pieces with native audio from multimodal input, has taken merely two years. In this era of rapid technological advancement, industries stand at a crossroads: operational costs are being compressed relentlessly, rendering repetitive, labor-intensive, and time-consuming roles vulnerable to replacement. Simultaneously, the value of IP and creativity is being magnified immensely. When tools become ubiquitous and easily accessible, what will determine the quality of content is no longer proficiency with software, but whether the conception of the world in one's mind is truly unique enough.