文 ｜ 阑夕 今年的火山引擎Force大会，有一个细节的改变，很有意思。 火山引擎的视频云，以往都会在介绍Title上写明「抖音同款」，而在这次，取而代之的是一个全新但也眼熟的标签：「豆包同款」。 根据奥卡姆剃刀原则，如无必要，火山引擎不会如此费心的去「抠字眼」，这种改动，必然机遇市场风向的变化。 或者更直接的说，客户对于视频云的要求，彻底和以前不一样了。 根据IDC的数据显示，随着2022年视频云的产值首次超过100亿美金，以及大模型行业的从无到有，在AI加速融合到云服务的周期里，由多模态模型提供 的实时互动场景，以及智能化的媒体生产方案，叠加以前的视频化、高清化、出海化需求，未来5年的市场增速会高达20以上，相当于中国IT大盘增速的 两倍以上。 于是，就有了「江山代有才人出」的剧本出现。 · · · 「抖音同款」的价值倒不是消失了，当它已经成为火山引擎视频云的标准之后，继续强调的意义就不大了。 这就像是早年电商平台的供给参差不齐，一家店铺只要声明支持退换货，就能增强不少竞争力，后来退换货成了平台的普遍政策，店铺也就不再标榜这项 服务了。 对视频云有需求的企业客户，确实曾经会为「抖音同款」的能力买单，那时的 ...

Group 1 - Trump invites Musk to dinner with Saudi Crown Prince, indicating potential shifts in geopolitical and capital dynamics [2] - JD.com officially launches "Seven Fresh Coffee" brand and independent delivery app, marking its entry into the coffee market and local lifestyle services [3][4] - The total sales of licensed products for the 15th National Games exceed 680 million yuan, showcasing the cultural consumption vitality in the Guangdong-Hong Kong-Macao Greater Bay Area [4] Group 2 - IDC reports that China's video cloud market size reached $5.23 billion in the first half of 2025, with an 8.9% year-on-year growth [5] - Zebra launches "Zebra Speaking," the first AI-driven foreign language teaching product, addressing quality inconsistencies in traditional foreign teachers [6][7] - Ant Group releases "Lingguang," a multimodal AI assistant capable of generating small applications in 30 seconds, marking a significant advancement in AI technology [8] Group 3 - Suzhou's foreign trade import and export volume reached 2.28 trillion yuan in the first ten months, reflecting a 6% year-on-year increase [9] - Baidu's Apollo fully acquires a related company, indicating strategic moves in the autonomous driving sector [10] - Pang Donglai compensates employees for dignity violations with a total of 359,000 yuan, setting a benchmark for corporate responsibility [11] Group 4 - Musk responds to inquiries about Tesla's potential "NVIDIA moment," suggesting significant valuation changes with the mass adoption of autonomous driving and the production of Optimus robots [12] - Luckin Coffee's chairman comments on Starbucks' China equity sale, emphasizing the market's capacity for diverse coffee brands and the need for local investor involvement [12] - Ubiquiti addresses concerns over the authenticity of its industrial humanoid robot delivery video, reaffirming its commitment to transparency and product quality [13]