Adobe 的护城河正在被Sora2侵蚀

Core Insights - OpenAI's Sora 2 is seen as a significant shift towards generative software in the creative field, offering advanced capabilities in generating realistic motion scenes and synchronized audio [1][3] - The evolution of user-generated video has accelerated, with Sora 2 showcasing improvements in physical realism, making generated videos suitable for advertising and storytelling [3] - Adobe is transitioning from a creator to a "packaging layer," as its products increasingly aggregate third-party models rather than relying solely on its own technology [7][12] Group 1: Sora 2 Features and Impact - Sora 2 can generate videos that adhere to physical laws, maintaining consistency across multiple angles and generating synchronized sound effects, marking a significant upgrade from previous versions [1][3] - The application is designed as a social creative platform, allowing users to remix popular trends and collaborate with friends, which disrupts traditional video production workflows [9] - The introduction of Sora 2 indicates a shift in the industry, where the creation and distribution of content occur simultaneously, challenging Adobe's traditional model [9][15] Group 2: Adobe's Challenges and Strategic Shift - Adobe's Firefly Video, while introducing new features, lacks the ambition and visual realism of newer models like Sora 2, positioning Adobe as a secondary player in the generative video space [7][11] - The company's subscription model is evolving to allow users to access non-Adobe AI models, indicating a strategic shift towards being an aggregator rather than a leader in technology [7][12] - Adobe's reliance on third-party engines and its transition to a "packaging layer" could threaten its profitability and growth, especially if content quality is dominated by external models [11][12][15]