靠视频大模型赚钱，还是个梦

Core Viewpoint - The AI video generation sector is experiencing intense competition among major players, with significant advancements in technology and commercial viability, yet challenges remain in achieving consistent output and cost-effectiveness for creators [4][6][19]. Group 1: Industry Overview - The AI video generation market has seen rapid product iterations from major companies like Kuaishou, ByteDance, Alibaba, and Tencent, leading to improvements in semantic response, image quality, and overall realism [4][6]. - Kuaishou's Keling AI has gained a significant market share, surpassing competitors like Runway and Veo-2, with a user base of 22 million globally within a year of launch [8][9]. - ByteDance's Yidong AI is catching up, with its app ranking first in downloads on the Apple App Store, indicating strong user engagement [10][12]. Group 2: Competitive Landscape - The competition is characterized by a lack of significant technological gaps among the leading models, with each platform focusing on different strengths, such as consistency and realism [11][19]. - Keling AI's early market entry provided it with a first-mover advantage, but newer entrants are quickly closing the gap [8][21]. - The commercial models of Keling and Yidong are similar, offering both free and subscription-based services, with Yidong focusing on user growth while Keling targets professional users [12][14]. Group 3: Challenges in AI Video Generation - Despite lower production costs compared to traditional methods, creators face challenges in achieving consistent quality and managing unpredictable costs associated with AI video generation [14][15]. - Technical limitations, such as maintaining consistency across frames and generating complex motion shots, hinder the effectiveness of current AI models [16][19]. - The industry is encountering a plateau in technological advancements, with key constraints being architectural limitations, computational power, and the scarcity of high-quality training data [19][20]. Group 4: Future Outlook - The future of AI video generation will likely depend on the ability of companies to enhance user experience and optimize workflows rather than solely focusing on technological breakthroughs [20][21]. - Keling is investing in creator ecosystems through competitions and talent support, while ByteDance leverages its extensive ecosystem to enhance content creation capabilities [22].