用300多元的成本，就能制作一部科幻短片？过去需要一整支团队才能完成的视频制作，如今只需要一张图、一句话，就能生成电影级质感的视频。AI 视频生成技术正以惊人的速度走向规模化应用，引发互联网巨头、初创企业的激烈竞逐。 "密码0821，快去重启，消灭他们。""收到！"当男主角接到指令，历尽艰难输入重启控制台的密码，在暗无天日如同世界末日般的场景下，给人类带来 巨大威胁的异形生物在瞬间崩成了碎粒、消失不见……8月21日，曾参与《2012》《黑客帝国3》《变形金刚3》等多部好莱坞大片及国产科幻剧《三 体》视效工作的国际知名视效指导姚骐展示了一段自己用AI制作的2分钟科幻短片《归途》。 数百元做出影视级短片 姚骐创作《归途》所用的AI工具是来自北京的视频大模型。当天，百度"蒸汽机"（MuseSteamer）音视频一体化模型在发布不到50天后宣布重大升级。 与业界大量AI生成视频大多为"默片"不同，"蒸汽机"在行业内首次实现多人有声音视频一体化生成。百度商业体系商业研发总经理刘林告诉记者，使用 百度"蒸汽机"音视频一体模型制作的《归途》，整体成本仅330.6元人民币。而姚骐表示，如果这部短片是一部纯实拍的片子，成本可能 ...

Core Viewpoint - The video model industry is unlikely to see a dominant player emerge, with multiple companies competing and innovating in the space [1][9]. Group 1: Industry Overview - Recent months have seen the launch of several new video models, including Vidu, Hailuo-02, and MuseSteamer, indicating a growing interest in video generation technology [1]. - Despite the recent updates, the video model sector has not attracted as much market enthusiasm as other AI fields, such as intelligent agents [1]. - UBS research suggests that competition in the video model space will not be as fierce as in large language models due to limitations in video training data [1]. Group 2: Market Dynamics - The video model market is characterized by a mix of large tech companies and emerging startups, with a focus on improving model efficiency and accelerating product commercialization [1][3]. - The complexity of video generation, including the significant data storage requirements compared to text, presents challenges for development and commercialization [4]. - Investment sentiment in the video model sector is cautious, with investors concerned about the gap between cost pressures and monetization opportunities [4]. Group 3: Business Models - Current monetization strategies for video models include API services, subscriptions, advertising, and customized solutions, with B2B models being clearer than B2C [7]. - Companies like Kuaishou and Shensu are offering tiered subscription services, while others focus on API solutions for various industries [7][8]. - Kuaishou's Keling AI achieved an annual recurring revenue (ARR) of over $100 million within ten months of launch, highlighting the potential for revenue generation in this space [7]. Group 4: Market Growth Projections - The global AI video generator market is projected to grow from $614.8 million in 2024 to $2.5629 billion by 2032, with a compound annual growth rate (CAGR) of 20.0% from 2025 to 2032 [8]. - In contrast, the estimated growth rate for large language models is approximately 35.92%, indicating differing growth trajectories between these two sectors [8].