Seedance 2.0 Shock Wave: A Cost Collapse from E-commerce, Gaming to Film and Television When OpenAI on the other side of the ocean seems to have pressed the "pause button" of the AI generated model Sora, Chinese tech giants have launched a counterattack in this field. Recently, the latest AI video generation model of ByteDance, Seedance 2.0, was launched, which quickly ignited the Internet with the advantages of multimodal input, self running mirror, consistency and so on. After a deep experience, Feng Ji, the founder of game science, made a highly weighty judgment: "The content field will inevitably experience unprecedented inflation." Feng Ji's prediction is not unfounded. This shock wave is rapidly spreading to industries such as e-commerce, gaming, video platforms, and film and television production. In the e-commerce sector, the technological barriers for low-end outsourcing and filming bases have been completely eliminated; In the gaming industry, the production cycle of concept verification and purchase materials is compressed to the extreme, and competition is even more fierce; Video platforms have to further optimize their distribution logic to cope with the surge in supply; The traditional linear process of "shooting+editing" in film and television production is facing a blow from the industrial pipeline dimensionality reduction of "prompt words+generation". A major industrial reshuffle about benefits and substitutes has already begun. The explosion of video production capacity in the past year, the biggest pain point of AI videos is delivery. Such problems exist in Sora, Runway, Keling in China, and even the self developed instant dream of ByteDance. Creators are often deeply immersed in the game of "gacha", and in order to obtain an unbreakable and consistent few second video, they need to generate it repeatedly dozens of times. The core breakthrough of Seedance 2.0 lies in attempting to transform "flashy skills" into "deliverable narratives". The breakthrough of key abilities is mainly reflected in three aspects: firstly, multimodal input. According to 24/7 technology testing, first-time members who log in to Dream can directly use Seedance 2.0 by activating automatic renewal for only 1 yuan. It supports inputting text, images, videos, and audio as reference materials, and can be used to generate videos in almost any format you can think of. The second is to understand the narrative and learn how to operate the camera on your own. Seedance 2.0 demonstrates a "director level" thinking, not only able to understand complex narrative logic, but also able to automatically schedule camera language and complete the operation of pushing, pulling, and shaking the camera. Video is no longer a simple displacement of static images, but a narrative logic with a cinematic feel. The third is the consistency of the image. According to the testing of multiple AI video generation applications on the market by all-weather technology, there are numerous problems such as facial expressions collapsing and backgrounds appearing clear, blurry, and interwoven during the subject's movement. But from the demo video, it can be seen that Seedance 2.0 maintains consistency in the facial and visual information of the subject's movement process, making coherent plot expression possible. This means that AI video generation is transforming from a toy to a tool. The ability to turn video generation into a standardized industrial pipeline makes' everyone is a director 'no longer an empty slogan, which will significantly reduce the cost of video production. Feng Ji used 'inflation' to describe this change. The production cost of general videos will no longer follow the traditional logic of the film and television industry, and will gradually approach the marginal cost of computing power. The content field will inevitably face unprecedented inflation, and traditional organizational structures and production processes will be completely reconstructed. I believe that anyone who has used it can quickly understand that this prediction is not unfounded, "said Feng Ji. The first wave of impact will be when the marginal cost of video production approaches zero, and the business model established based on the old cost structure will be the first to bear the brunt. The four major industries of e-commerce, gaming, video platforms, and film and television production may be the first to be affected. The most direct shock first appeared in the e-commerce field. Product display, scene interpretation, and functional explanation videos do not fundamentally rely on complex artistic narratives, but on clear information transmission. With the popularity of Seedance 2.0, the threshold for businesses to obtain video expression ability has been completely lowered. Low end video outsourcing companies and Taobao shooting bases that relied on "information asymmetry" and "technological barriers" to survive in the past will face a cold winter, and video production may shift from professional outsourcing services to daily operations owned by businesses. Compared to e-commerce, the impact of AI video generation models on games may still be relatively limited, but the revolution has quietly begun. The cost of world view interpretation, concept verification, and purchasing material videos is exponentially decreasing. More projects will be validated at an earlier stage and will also be eliminated at an earlier stage. An insider from a gaming company in Beijing told 24/7 Technology that the company has launched small-scale testing of Seedance 2.0 internally. The AI video generation model is still changing the distribution logic of video platforms. For platforms such as Tiktok and Kwai, videos generated by models such as Seedance 2.0 have brought a blowout in content supply, forcing the core competitiveness of the platform to completely shift to the "screening and distribution" mechanism. For example, whoever's algorithm can more accurately extract gold from massive AI generated content, and whose business transformation efficiency is higher, is the winner. In the field of film and television, Seedance 2.0's multi lens narrative capability may reshape the production process. The birth of a film or television work in the past often followed a strict linear industrial process: first, a massive amount of material was shot, and then the editor selected and assembled it in the post production room to construct the narrative logic. But in the logic of Seedance 2.0, this boundary is becoming blurred. In the filming process, there is a possibility of low-cost generation of future scenery by AI models; The model itself has an understanding of camera movement and narrative rhythm, and at the moment of generating the video, it has actually completed the "editing" work synchronously. AI is no longer just spitting out scattered material shots, but directly delivering 'films' with coherent temporal and spatial relationships. This means that the time-consuming post production editing process in traditional film and television production is at risk of being "reduced in dimensionality" by algorithms. The future creative flow may no longer be "shooting+editing", but "prompt words+generation", and the function of editors will shift from "operators" to "command engineers" or "aesthetic gatekeepers". Although the videos generated by Seedance 2.0 are not entirely perfect, and there is still room for improvement in logical details, visuals, and other aspects, these challenges will not be obstacles in the near future as the speed of technological iteration far exceeds market expectations. The amazing "replication" ability of Seedance 2.0, the "moat" of IP, not only allows ordinary people to enjoy the pleasure of creation, but also puts unprecedented pressure on copyright holders. Recently, a large number of "second creation" and even "parody" clips about Stephen Chow's classic movies have gone viral on short video platforms. With the computing power of AI video generation models, Stephen Chow's facial expressions, iconic laughter, and even classic dialogue style have been replicated by a large number of users at low cost, and even generated many absurd plots that have never happened before. This quickly caught the attention of Stephen Chow's team. Stephen Chow's agent, Chen Zhenyu, publicly questioned in a post: "I want to ask, do these belong to infringement (especially in the past few days when they have been widely spread)? I believe creators should have already made profits, but is a certain platform allowing users to generate and publish without regard?" This question seems to reveal the copyright anxiety in the AI era, but from a business logic perspective, it actually proves the extreme scarcity of top IP in the AI era. In the flood of AI generated content in the future, technology itself is no longer a barrier, as everyone has the same Seedance 2.0 tool. The real barrier still lies in the hands of IP owners. It is precisely because the market is filled with a large number of "high imitation" Stephen Chow that the "real Stephen Chow" IP is even more irreplaceable. When there is not only an oversupply of content but also inflation, users' time and attention will become unprecedentedly expensive. The classic IPs that can instantly capture users' attention are still those that have been validated over time and have strong emotional penetration. In other words, although AI has lowered the threshold for production, it has infinitely increased the value of "recognition". For IP owners, the future remains bright. The IP assets that have been accumulated for many years will no longer be just objects of infringement, but can be exponentially amplified in commercial value through legitimate authorization and the hands of countless creators under the leverage of AI. From the Sora 1.0 launched by OpenAI in February 2024, which became the first AI video generation model in the world to support the generation of up to 60 seconds, to today's ByteDance Seedance 2.0, which realizes multimodal input to generate 60 seconds of native audio narrative blockbusters, it only took two years. In this era of rapid technological development, various industries are standing at a fork in the road: the cost of execution is being infinitely compressed, and those repetitive, labor-intensive, and time-consuming jobs will be mercilessly replaced; Meanwhile, IP、 The value of creativity is being infinitely amplified. When tools become readily available, the height of content will no longer be determined by whether software is used or not, but by whether the idea about the world in the mind is unique enough.