Core Viewpoint - Multimodal AI technology is rapidly transforming the content creation landscape, with significant advancements in video generation, despite challenges in consistency, controllability, and high computational costs [1][4]. Group 1: Technology and Development - The video generation model Vidu by Shengshu Technology addresses core pain points for professional users, focusing on consistency, controllability, and efficiency, particularly in animation [1][3]. - Vidu's "Reference to Video" paradigm allows users to provide reference subjects and use text to drive creative interpretations, balancing control and creative freedom, potentially revolutionizing traditional animation processes [2][4]. - Recent updates to Vidu include multi-subject reference technology and a "subject library" feature to enhance consistency in content creation [3][18]. Group 2: Future Applications and Trends - The future of AI video generation is expected to create new content platforms that are real-time interactive and maintain high consistency [4][7]. - The emergence of a "generate and consume" model could reduce dependency on specific creators, allowing for more personalized content generation based on user interaction [5][8]. - The industry anticipates a significant explosion of AI-generated content, with predictions of hundreds of AI-generated works achieving over a hundred million views [13][14]. Group 3: Challenges and Opportunities - Key challenges for achieving a new interactive content platform include ensuring real-time performance, interactivity, and consistency at sustainable costs [9][10]. - The integration of multimodal technology into existing workflows is expected to yield efficiency improvements of 3-5 times compared to traditional processes [23][24]. - The development of a "content as a service" market is emerging, where brands seek high-quality content solutions rather than just tools [27][28]. Group 4: Market Strategy and Positioning - Vidu's strategy focuses on deep specialization in animation, aiming to excel in specific areas rather than pursuing a broad range of functionalities [24]. - The company collaborates with various animation studios and platforms to explore new content forms, such as AI-driven series [19][20]. - The market for multimodal generation is still incremental, with different companies focusing on various aspects, making a "winner-takes-all" scenario unlikely in the short term [24][25].