观察| 我们都错了，Sora的野心是社交

Core Insights - The article emphasizes that the ultimate battleground in the internet industry is not content but the ownership of social relationship chains, as demonstrated by OpenAI's Sora2 and its viral growth through an invitation mechanism [2][4][12]. Group 1: Sora2's Nature and Social Ambitions - Sora2 is not merely an AI tool for video generation but a social relationship harvesting machine, leveraging its viral spread to build a social graph [6][8]. - The "invite one, share four" mechanism of Sora2 mirrors the early strategies of WeChat, highlighting the importance of social connections over mere functionality [4][13]. - The data collected on social relationships, such as who invites whom, is more valuable than the technology itself, indicating a shift towards social capital accumulation [9][12]. Group 2: Tencent's Competitive Advantage - Tencent's success is attributed to its robust social relationship chain, with WeChat's 900 million daily active users forming a deep-rooted social network [14][21]. - The migration of QQ relationships to WeChat was crucial for its rapid user growth, demonstrating the resistance users have to adopting new social platforms without their existing connections [15][16]. - Tencent's various successful features, such as WeChat red envelopes and mini-programs, are fundamentally empowered by its social relationship chain, contrasting with ByteDance's reliance on algorithm-driven content [17][21]. Group 3: ByteDance's Challenges - ByteDance's heavy dependence on short video content has created vulnerabilities, as it lacks the social connections that keep users engaged long-term [22][24]. - Despite numerous attempts to create social products, ByteDance has struggled to establish meaningful user interactions, leading to rapid declines in user engagement [25][27]. - The competition in the e-commerce space is fundamentally different from social platforms, where users are less likely to switch due to price alone, as seen with WeChat's enduring user base [28][29]. Group 4: The Impact of AI on Social Dynamics - The emergence of Sora2 intensifies ByteDance's anxieties, as it introduces a new social interaction model that combines AI with user collaboration [30][31]. - Tencent is proactively developing a social video generation platform that leverages its existing relationship chains, positioning itself advantageously in the AI social landscape [32][33]. - The article concludes that while content forms may evolve, the essence of social connections remains constant, and those who control the relationship chains will dominate the future [34][43].