追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 以下文章来源于十字路口Crossing ，作者Koji 十字路口Crossing . AI 正在给各行各业带来改变，我们在「十字路口」关注变革与机会，寻找、访谈和凝聚 AI 时代的「积极行动者」，和他们一起，探索和拥抱，新变化， 新的可能性。「十字路口」是乔布斯形容苹果公司站在科技与人文的十字路口，伟大的产品往往诞生在这里。 「Jinqiu Spotlight」 2026 会是 AI + 视频的「大年」，很多新的独角兽都将诞生在这里。「十字路口」播客在 2026 年邀请的第 一位 AI 创业者嘉宾，就是「OiiOii」的创始人闹闹。她所在的领域是 AI 视频，并且她的产品一经内测就获得 了大量的关注和好评。 锦秋基金是 OiiOii 所在公司 Hogi 的天使轮投资方。 我们也同样相信，AI 正在让创作这件事，从"会不会"变 成"想不想"。个体的想象力将不再受限于团队规模所限制。 以下是「十字路口」与闹闹的对话。看这 位曾在微信和字节跳动核心业务线战斗过的产品人，如何抓住AI时代的新 机会。 播客采访：Koji 整理编辑：十字路口 闹闹的 ...

Group 1 - The core challenge in AI video generation has shifted from the ability to generate realistic frames to the sustainability of content creation, particularly in maintaining character consistency and narrative coherence across multiple episodes [1][2][4] - The introduction of Seko, an integrated AI video generation and editing platform by SenseTime, aims to address the need for multi-episode content creation, moving beyond single-episode generation [4][5] - Seko has attracted over 200,000 creators, including numerous short drama studios, and supports a hybrid model that combines self-developed and third-party models to ensure consistency across different AI models [5][6] Group 2 - The value of long-form content lies in measurable ROI, which depends on character consistency, emotional continuity, and coherent world-building; any disruption in these elements can lead to viewer disengagement [2][4] - The platform's user experience is evolving from a focus on technical parameters to a more creator-friendly approach, allowing non-technical users to easily produce high-quality video content [7][8] - Seko has achieved a 50% reduction in inference costs through model optimization and adaptation to domestic chips, making high-quality video production more accessible to small teams and individual creators [8]

造富大戏开演 就说创作者KK，每天上午10点准时打开三款AI视频软件，靠这些工具接广告单，半年就赚了数十万 元，比之前在广告公司上班挣得多多了。 KK这还不是个例，成千上万的创作者都靠AI视频赚得盆满钵满。而企业这边更夸张，头部AI视频公司 的年收入，从去年几乎可以忽略不计，直接飙升到亿元级别，最高的都快摸到10亿大关了。 哈喽大家好，今天小无带大家聊聊2025年最疯的造富风口——AI视频。 普通人靠它半年赚数十万，企业年入直奔10亿，资本挤破头要入局，这波全民狂欢的背后，藏着你不知 道的爆发逻辑和行业密码。 热闹背后有坑 快手可灵、字节跳动即梦这些产品都搞起了会员制，月费从59元到1399元不等，比起还在找方向的大语 言模型赛道，AI视频早就把赚钱的路子走通了。 资本闻着钱味就来了，2025年下半年堪称AI视频企业的融资盛宴。爱诗科技、生数科技这些公司接连 官宣融资，金额从几亿元到上亿美元不等，海外的Runway和LumaAI也在筹备数十亿级别的融资。 AI视频能这么火，可不是凭空掉下来的，核心是技术终于给力了，还赶上了流量爆发的东风。 KK对2024年做AI视频的经历记得特别清楚，那年9月做一支视频要两天 ...

Core Insights - The article discusses the launch of the upgraded version of "拍我AI" (PixVerse) called V5 Fast, which significantly enhances video generation speed and introduces a new editing feature called "Modify" that allows for real-time video editing and customization [7][49][51]. Group 1: Video Generation and Editing Features - The V5 Fast version improves video generation speed by over 30%, allowing users to produce a 5-second high-definition video in under a minute [49][50]. - The "Modify" feature enables users to make precise edits to videos without needing to regenerate the entire content, addressing a major pain point in the current AI video market [9][10][13]. - Users can now replace elements within videos, such as characters and backgrounds, while maintaining the overall consistency and quality of the original footage [18][20][23]. Group 2: Market Demand and User Experience - The demand for editable AI video content has become a pressing need in the market, as traditional AI video tools often require complete regeneration for minor changes [8][9]. - The new capabilities allow both professional content creators and everyday users to have greater control over their video projects, making the technology more accessible [45][51]. - The article emphasizes that AI video creation is evolving from a one-time generation process to a more iterative and user-friendly experience, enabling users to refine and enhance their videos easily [45][52]. Group 3: Company Growth and Industry Impact - The company behind "拍我AI" has seen significant growth, with over 100 million users and a monthly active user count exceeding 16 million, reflecting its rapid commercialization and adoption [51]. - The recent funding round of 100 million RMB and multiple model iterations highlight the company's commitment to innovation and maintaining a competitive edge in the AI video generation space [50][51]. - The advancements in video generation speed and editing capabilities position the company as a leader in the AI video market, catering to both individual and commercial needs [51][52].

Core Viewpoint - The article discusses the rapid evolution of AI video generation, highlighting the launch of Kunlun Wanwei's new platform, SkyReels, which aims to provide a comprehensive, low-threshold multi-modal AI video creation experience for creators [1][74]. Group 1: SkyReels Overview - SkyReels is a one-stop, zero-threshold multi-modal AI video creation platform that integrates various AI tools and models into a single creative space [2][8]. - The platform features an infinite canvas that allows users to interactively create content using top global AI models, enabling real-time effects and creative flexibility [9][10]. - SkyReels V3, the newly released multi-modal video generation model, has undergone comprehensive optimization for image, audio, and video capabilities [2][60]. Group 2: Features and Functionalities - The platform includes various creative modes such as infinite canvas, digital human narration, multi-template generation, and agent functionalities, catering to diverse creator needs [2][17]. - Users can easily generate videos by simply dragging images onto the canvas and inputting basic requirements, showcasing the platform's user-friendly design [12][28]. - The Super Agent feature allows users to brainstorm and generate content collaboratively, enhancing the creative process [16][17]. Group 3: Performance and Quality - SkyReels V3 has achieved significant advancements in video generation quality, including improved consistency between subjects and backgrounds, as well as enhanced instruction-following capabilities [60][62]. - The platform supports single-shot multi-character dialogues, allowing for natural and fluid conversations in generated videos [63][52]. - SkyReels V3 has been validated through various benchmark tests, demonstrating superior performance compared to other models in the industry [62][64]. Group 4: Market Position and Future Outlook - Kunlun Wanwei has positioned itself as a leader in the AI video generation sector, continuously enhancing its product offerings and expanding its ecosystem [74]. - The company reported a revenue of 5.8 billion yuan in the first three quarters of the year, reflecting a 52% year-on-year growth, driven by its multi-modal integration strategy [74]. - The launch of SkyReels is expected to further solidify Kunlun Wanwei's position in the global AI video market and accelerate the vision of making professional video creation accessible to everyone [74].

Core Insights - The second AI Visual Creativity Competition (VACAT) successfully concluded in Shenzhen, showcasing the potential of AI large models in creativity and technology [1][3] - The event featured a comprehensive competition format that highlighted the evolution of the AI video industry from tool innovation to content ecology [3][14] Group 1: Competition Overview - The "AI Competition Day" included a three-dimensional competition structure involving manufacturers, universities, and professionals, serving as a significant platform for observing trends in AI visual creation [3] - Seven leading AI video manufacturer teams participated in a timed challenge, creating a 30-second AIGC animation video based on the theme "Me and My Opponent" within two hours [4][12] Group 2: Team Performances - Each team presented unique interpretations of the theme, utilizing their respective AI platforms to explore various aspects of the "opponent" concept [6][10] - Vidu's team won the "Best Work Award" for their clever use of black humor and narrative depth, addressing the relationship between AI and humanity [12][22] Group 3: University Competitions - The competition also featured a "National University AI E-sports Championship," where eight finalists from 92 participating universities showcased their creativity under time constraints [16][18] - The winning student from Nanjing University of Media and Communications emphasized the importance of networking and collaboration among peers during the competition [19] Group 4: Awards and Recognition - The event recognized various achievements, including awards for diversity, dynamics, aesthetics, character expression, and more, highlighting the advancements in AI video technology [22] - The competition illustrated the growing diversity and maturity of AI video creation, reflecting a vibrant and rapidly evolving ecosystem [14][22]

Core Insights - The era of video generation tools is coming to an end, and a platform era is emerging, where the ability to establish a complete "generation-editing-distribution-monetization" chain will define the next generation of content industry and AI platforms [1][3][27] Industry Overview - OpenAI launched a new short video social application called Sora, which allows users to generate up to 10 seconds of AI-generated videos using text prompts, emphasizing a shift towards a TikTok-like content feed interface [1][2] - The AI video generation market has seen rapid growth, with the global market size surpassing $5 billion in 2024 and an expected annual growth rate of over 120% by 2026 [4][9] Competitive Landscape - The competition in AI video is shifting from algorithmic capabilities to ecosystem control, focusing on who can dominate content entry points and manage the underlying distribution and computational power [3][12] - Domestic AI video companies are rapidly catching up, with several models ranking highly in global evaluations, indicating a competitive landscape [5][8] Challenges and Limitations - Current AI video products often remain in demonstration stages, lacking integration into standardized production processes in industries like film and advertising [9][10] - High costs associated with generating quality videos (ranging from $30 to $50 per minute) hinder scalability and adoption in traditional production environments [9][10] - The lack of a seamless distribution and monetization pathway for generated content limits user retention and overall effectiveness of AI video tools [10][11] Strategic Directions - The future of AI video lies in creating a platform that integrates generation, distribution, and monetization, transforming AI content into a sustainable production tool rather than a one-time use product [11][18] - Chinese companies are focusing on embedding AI video capabilities directly into existing production workflows, contrasting with the model-driven approach of many Western firms [14][15] Future Outlook - The integration of AI video into established content distribution systems in China presents a significant opportunity for creating a new content industrial system, potentially setting global standards [18][24] - As the industry evolves, the roles within the content production ecosystem will shift, with creators becoming content operators and platforms acting as new "content factories" [22][23]

Core Insights - The article discusses the transformative impact of AI on the film industry, particularly highlighting Moonvalley's AI video model, Marey, which addresses copyright compliance and production efficiency [1][2]. Group 1: Company Overview - Moonvalley has raised $84 million in Series A+ funding, led by General Catalyst, bringing its total funding to $154 million, making it one of the highest-funded players in the AI video sector [2][20]. - Marey is designed specifically for the film industry, offering advanced features such as layered editing and 3D camera control, with scene rendering costs as low as $1-2, representing a cost reduction of over 90% compared to traditional VFX [2][6][20]. Group 2: Product Features - Marey allows for minute-long video generation, supports various artistic styles, and delivers film-quality visuals at 1080P and 24 frames per second [6][9]. - The model includes advanced capabilities such as physical simulation, background replacement, and layered editing, enabling significant creative flexibility for filmmakers [7][9][11]. Group 3: Market Position and Compliance - Moonvalley is positioned as a leader in compliance, using only authorized data for training, with 80% of its material sourced from independent filmmakers and YouTube users [16][17]. - The company emphasizes ethical practices, allowing creators to request data removal and compensation, thus avoiding copyright disputes [18][20]. Group 4: Industry Challenges - The AI film sector faces significant challenges, including resistance from industry professionals regarding the use of AI in creative processes and ongoing legal disputes over data usage [12][16]. - Traditional studios are developing their own AI tools to protect intellectual property, highlighting the need for compliance and ethical considerations in AI applications [15][20].

Core Viewpoint - The article discusses the launch of PixVerse's domestic version, renamed "拍我AI," and reflects on the rapid evolution of AI video technology over the past 500 days, highlighting the company's journey and achievements in the industry [1][25]. Company Development - PixVerse was established in April 2023, and within a short period, it became one of the leading AI video model companies globally, alongside Runway and PIKA, referred to as the "three giants" in the industry [4][8]. - The company gained significant traction with its ability to generate 4K AI videos, distinguishing itself from competitors who struggled with lower resolutions [8][14]. - The internal testing version of PixVerse was launched in October 2023, leading to a surge in popularity due to its innovative features and user-friendly video templates [8][16]. Market Performance - PixVerse achieved remarkable success in international markets, ranking fourth in the US App Store's free overall chart, and topping various categories in countries like Israel, Turkey, and Saudi Arabia [11][13][14]. - The article highlights the company's strategic focus on overseas markets before launching its domestic version, which was delayed due to resource constraints [11][12]. Product Features and Innovations - The article emphasizes the unique selling proposition of PixVerse, which lies in its user-friendly video templates that cater to the needs of ordinary users rather than just professionals [16][18]. - PixVerse has consistently updated its models, with multiple versions released within a year, showcasing its commitment to innovation and staying competitive in the rapidly evolving AI video landscape [18][20]. Future Outlook - The launch of the domestic version "拍我AI" marks a significant milestone for PixVerse, as the company has expanded its team and resources to enhance its offerings [24][25]. - The article concludes with a sense of nostalgia and anticipation for the future, suggesting that the journey of PixVerse and the AI video industry is far from over, with potential for further growth and development [25].

Core Insights - The AI video sector has seen a shift in focus from OpenAI's Sora to new players like Keke and Jiemeng, with industry players now prioritizing the reduction of the gap between AI video production and consumption [4][5][6] - The competition among AI video players is intensifying, with frequent updates and new model releases expected in 2025, indicating a rapid evolution in the industry [4][12][26] - There is a growing concern among mid-tier AIGC entrepreneurs regarding the commercial viability of AI video, as production costs remain high while client budgets are decreasing [4][16][18] Group 1: Industry Dynamics - The AI video landscape is becoming increasingly crowded, with numerous players emerging and competing for market share [23][26] - The focus of competition has shifted from model parameters to three key dimensions: consistency, usability, and playability [6][13][14] - Many AI video products are becoming homogenized in terms of functionality, leading to increased competition on quality, cost, and interaction forms [5][16] Group 2: Technological Advancements - AI video players are enhancing video generation consistency by improving frame transitions and scene realism, which are critical for quality [9][11] - Major players are iterating their foundational models regularly, with updates occurring at least every six months to maintain competitive advantage [11][12] - New features such as dynamic editing capabilities and end-to-end production tools are being developed to improve usability for creators [13][14] Group 3: Market Challenges - Despite the proliferation of tools and features, many creators express anxiety over rising production costs and decreasing project budgets [16][18][21] - The pricing strategies in the AI video market are not leading to significant reductions in costs, with many companies maintaining high prices for advanced models [20][21] - The complexity of video creation demands a multi-platform approach, as no single company currently meets all needs in the market [27]