鱼羊 一水 发自 凹非寺 量子位 | 公众号 QbitAI 满场观众瞩目之下，体操运动员稳稳完成一个跳步动作，然后……突然来了段木上芭蕾？？？ 这可不是什么网球王子排球少年真人版之类的运动电影特技—— 要知道，前段时间让谷歌出尽了风头的Veo 3，都还在这一挑战面前翻了车，让网友直呼： 体操就是视频生成模型的图灵测试。 新模型名叫Hailuo 02，主打一个"超清画质"、"精准响应"： 原生支持1080p，可以hold住 极端复杂的物理场景 。 不仅是体操，搞点城市特技也是信手拈来，并且连玻璃里的倒影都符合真实世界的客观规律。 以上画面， 完全由AI生成 。 没错，这一次 MiniMax视频生成模型上新 ，还真是把"体操"这个AI视频生成的亘古难题给搞定了！ △ 图源：@WuxiaRocks 总而言之就是：物理表现有点太强了吧。 如此水准，使得Hailuo 02深夜发布即炸场，海内外网友抹平时差第一时间纷纷玩嗨。 不少网友直言：比Veo 3更好。 值得一提的是，Hailuo 02一发布，也直接冲上了AI视频竞技场图生视频排行榜第二名，在基准测试中超越当红炸子鸡Veo 3。 | | Text to Video ...

Core Insights - Midjourney has launched its first AI video generation model, V1, marking a significant shift from image generation to multimedia content creation [1][3] - V1 allows users to create videos from images with options for manual and automatic action prompts, supporting both high-speed and low-speed motion [1][10] - The model currently lacks audio generation capabilities, requiring users to add soundtracks separately [3][12] Group 1: Product Features - V1 can generate videos up to 20 seconds long, with a fast generation speed and support for various aspect ratios [3][8] - Users can upload images and use the "Animate Image" feature to create motion, with costs per video generation being approximately eight times that of static image generation [10][12] - The model offers two motion settings: high-speed for dynamic scenes and low-speed for subtle movements, though both have limitations [10][11] Group 2: Market Position and Competition - The release of V1 positions Midjourney in the competitive landscape of video generation, alongside other players like Google and ByteDance [12] - Midjourney aims to develop a comprehensive system for real-time simulation of open-world models, integrating visual, video, and 3D models [11][12] - The company faces legal challenges from major entertainment studios over copyright issues related to its training data and user-generated content [12]

Core Viewpoint - The AI video generation sector is experiencing heightened competition with multiple companies launching new models, including MiniMax's Hailuo AI, which aims to improve the quality and cost-effectiveness of video generation [1][6][16] Group 1: Company Developments - MiniMax launched its new video generation model, Hailuo AI (Hailuo 02), which reportedly produces high-quality videos, including complex human movements like acrobatics [1][6] - ByteDance's Seedance 1.0 Pro currently leads the video generation rankings, followed by MiniMax's Hailuo AI, Google's Veo3, and Kuaishou's models [6][7] - Hailuo AI is noted for its affordability, generating 17,000 1080p videos for 1,000 yuan, compared to ByteDance's 14,000 videos and Kuaishou's 5,000 videos [14] Group 2: Industry Trends - The AI video generation industry is seeing rapid advancements, with companies iterating on their models to enhance performance and user experience [16] - The market potential for AI video generation is significant, as evidenced by Kuaishou's reported quarterly revenue exceeding 150 million yuan from its AI tools [14][15] - The competitive landscape is evolving, with MiniMax's recent updates helping it regain a strong position in the market after initial setbacks [15][16] Group 3: User Experience and Feedback - Users have praised Hailuo 02 for its impressive physical motion effects, with some noting it accurately represents details like tears [8] - However, there are concerns regarding the reliability of AI video generation, as the success rate can vary, necessitating multiple attempts to achieve desired results [6][14]

白交 发自 凹非寺 量子位 | 公众号 QbitAI 这样复杂精致的视频效果，都是AI生成的？都是最新国产AI大模型的新能力？？ 没错，都来自MiniMax刚刚发布海螺2.0版本，能处理极端物理情况，原生支持1080P。 它可以这样—— 提示词：The character in the frame juggles throwing knives with fast and fluid motion. 画面中的人物以快速、流畅的动作玩弄投掷刀具的游戏 即便是这种快速变化的场景也可以hold。 官方介绍说，这次新升级的大模型，在指令遵循、生成质量都达到了一流水平，其成本效率破纪录。 Hailuo02 在官方释出的最新案例中，能够看到此次升级的一些细节。 还可以在空中旋转跳跃不停歇—— 提示词：Acrobatic performance：a performer swings rapidly on an aerial executing high-difficulty moves as the camera follows. 杂技表演：表演者在空中快速摆动，做出高难度动作，镜头跟随。 比如在光影处理上。 即便是比较超 ...

Group 1 - The CVPR 2025 Second Workshop on Efficient Edge Generation Technology (EDGE) successfully concluded in Nashville, Tennessee, USA [2] - Two papers, "AdaVid: Adaptive Video-Language Pretraining" and "Scaling On-Device GPU Inference for Large Generative Models," were recognized as the top contributions during the workshop [2] Group 2 - Aishi Technology's AI video generation platform, PixVerse, co-hosted the workshop and collaborated with leading global scholars and experts [4]

3. 商业模式：海外为主，P/B并重。 可灵当前主要收入模式为面向个人用户(P端)的会员订阅和面向企业 客户(B端)的API接入。目前70%收入来自专业P端用户，30%来自B端客户；70%收入来自海外市场（得 益于成熟的用户付费习惯和定价优势），30%来自国内。截至2025年3月，可灵AI全球用户超2200万， 为超1万家企业提供API服务。 4. 增长驱动与收入预测：高增长可期。 核心增长驱动包括：全球专业内容创作者数量增长（预计年增 10%）、可灵MAU渗透率持续提升（预计从2024E的5%升至2030E的30%）、付费率提升（从2024E的 1.5%升至2030E的5%）、以及中短期ARPPU（单付费用户平均收入）的提升趋势。基于此，预计2025- 2030年可灵收入CAGR达44.7%。 5. 估值增量：36-48亿美元。 参考同业估值（如Runway在2024年12月ARR 8400万美元对应30-40亿美元 估值，PS 36-48x），考虑到可灵评测排名、流量表现、商业规模均优于Runway，中信证券保守给予可 灵36-48x PS（基于当前ARR 1亿美元），对应估值增量约36-48亿美元。 智 ...

Core Viewpoint - PixVerse, a leading AI video generation platform, launched its domestic version "拍我AI" on June 6, 2023, with the latest V4.5 model available for users on both web and mobile platforms [1][9]. Group 1: Product Features and Innovations - The V4.5 model enhances generation speed, image detail, and multi-subject control, featuring a professional camera system with over 20 cinematic templates [2][3]. - Multi-modal fusion technology allows users to input up to 8 images, generating coherent 20-second narrative videos by analyzing spatial relationships and ensuring continuity [2][3]. - The model optimizes complex actions, improving motion fluidity by approximately 30% compared to V4.0, making it suitable for dynamic scenes like sports and combat [3]. - The model supports Chinese prompts, intelligent sound matching, and a multi-language interface, aiming for real-time movie-level video creation in the future [3]. Group 2: Market Position and User Engagement - Since its overseas launch in January 2024, PixVerse has attracted over 60 million global users, with monthly active users exceeding 16 million, positioning it among the top in the AI video generation sector [3][9]. - The "毒液变身" effect, a popular feature, has garnered billions of views on social media platforms like TikTok, highlighting its appeal and effectiveness in content creation [4][9]. - The domestic version "拍我AI" adapts to local user habits with a dual strategy of app and web platforms, catering to both casual users and professional creators [7]. Group 3: Company Background and Funding - PixVerse is a product of Aishi Technology, founded by Wang Changhu, former head of ByteDance's AI Lab, with a team comprising experts from top companies like Microsoft and ByteDance [6]. - Aishi Technology recently completed nearly 300 million yuan in financing, aimed at technology development, computational power expansion, and talent acquisition [7]. Group 4: Competitive Landscape - The AI video generation market is becoming increasingly competitive, with key players like Kuaishou's 可灵AI and Douyin's 即梦AI forming a leading competitive landscape alongside PixVerse [8]. - Despite advancements in the V4.5 model, challenges remain, such as stability in complex multi-person scenes and limited long video generation capabilities [8].

机器之心原创 这不免令人好奇，到底是什么样的产品，让国内用户如此期盼？ 直到最近，这个谜底终于揭晓。如果你是一个拥有天马行空想象力的人，你一定会被这个产品吸引 —— 什么「贝多芬变身肌肉猛男」、「AI 三巨头之世界爆照我 拍照」、「萌宠眨眼变手办」…… 只要你能想出来，爱诗科技的新产品统统能帮你实现。 这个新产品名叫「 拍我 AI 」，是已经在全球用户中打出名气的视频生成应用「PixVerse」的国内版，目前已经在各大应用商店上线，网页端还提供深度体验。 在上手试了一下之后，我们发现「拍我 AI」可玩度很高。即使完全不会写提示词，你也不会觉得无聊，因为它有 上百种 模板 。只要点击「做同款」，然后替换 一下图片就可以了。所以，如果你最近在社交媒体上刷到一些很火的 AI 视频，但又不知道怎么做，去「拍我 AI」网页端翻翻，有很大的几率找到同款。 作者：张倩 恭喜国内视频创作者！从此，大家又多了一个好用的 AI 视频生成工具。 「你们的产品到底什么时候在国内上线？」 最近，爱诗科技也体验了一把小说作者的待遇 —— 打开后台，发现私信全是「催上线」的信息。 当然，如果你是专业玩家，「拍我 AI」可玩的就不止模板了。 ...

Core Viewpoint - The article discusses the rapid growth and innovative approach of Aishi Technology, particularly through its product PixVerse, which has gained significant traction in the AI video generation market, especially among younger users [4][6][10]. Group 1: Company Overview - Aishi Technology, founded by Wang Changhu and Xie Xuzhang, has over 60 million global users, with PixVerse achieving over 16 million monthly active users within just six months of launch [4][6]. - The company focuses on both model development and application, catering to both professional video creators and general consumers [4][10]. Group 2: Product Features and User Engagement - PixVerse allows users to create engaging videos easily by uploading photos and selecting templates, leading to viral content shared on platforms like TikTok and Instagram [4][5][6]. - The product has seen significant success, with a template that became popular on the US iOS download charts and videos created with PixVerse surpassing 1 billion views [6][10]. Group 3: Market Strategy and Competition - Aishi Technology aims to penetrate the Chinese market while also targeting global users, believing that the demand for video generation is universal [8][10]. - The company differentiates itself from competitors by leveraging its proprietary video models, which provide a unique user experience compared to existing products [10][11]. Group 4: Technological Advancements - Aishi has released multiple versions of its model, with V3 significantly improving user experience by reducing wait times for video generation to under 10 seconds [6][9][20]. - The company emphasizes the importance of continuous model improvement and user feedback in shaping product development [20][21]. Group 5: Industry Perspective - The video generation industry is still evolving, with Aishi Technology positioned to capitalize on the growing demand for content creation tools [10][22]. - The founders believe that video generation has been undervalued compared to large language models, presenting both a challenge and an opportunity for the company [24][25].

微软终于将Sora模型免费开放给公众，但这一举措似乎来得有些迟。近日，微软Bing宣布在其应用中新增了Bing视频 创作器功能，该功能基于OpenAI的Sora模型，允许用户通过简单的文本提示生成视频。这也是Sora首次面向大众免费 开放使用。 几乎在同一时间，另一家公司Manus也推出了其原生文生视频功能，并嵌入到了自家的Agent工作流中。这两家公司几 乎同时在其产品生态中引入文生视频功能，不禁让人质疑微软这一步棋究竟慢了多少。 Sora模型自诞生之日起便备受瞩目，甚至被誉为"AI视频领域的牛顿时刻"。然而，不断延期的发布时间、高昂的定价 以及复杂的安全风险等问题，让市场对它的期待逐渐降温。如今，尽管微软通过Bing免费上线了视频创作器功能，但 Sora的表现却显得有些差强人意。 在实际测试中，Bing视频创作器在视频长度、画面比例、生成速度以及多模态融合功能等方面都存在明显短板。生成 的视频质量也远不及市场上的其他同类产品。例如，在对比测试中，Bing视频创作器生成的羊驼跳舞视频画面主体辨 识度低，背景AI感强烈，整体质感较为粗糙。 从Sora模型首次曝光到现在，整个事态的发展颇具戏剧性。微软一直对So ...