Seedance 2.0 Shockwave: A Cost Collapse Spanning E-Commerce, Gaming, and Film & Television
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Seedance 2.0 Shockwave: A Cost Collapse Spanning E-Commerce, Gaming, and Film & Television
Industry reshuffling has already begun.
Navigating Web3 tides with focused insightsBy: Zheng Minfang
Source: WallStreetCN
While OpenAI across the Pacific appears to have hit the “pause” button on its AI video-generation model Sora, Chinese tech giants are launching a counteroffensive in this domain.
Recently, ByteDance’s latest AI video-generation model, Seedance 2.0, officially launched—quickly going viral online thanks to advantages including multimodal input, autonomous camera movement, and consistency.
Feng Ji, founder of game studio Game Science, offered a weighty assessment after an in-depth hands-on experience: “The content industry is about to witness unprecedented inflation.”
Feng Ji’s prediction is no groundless worry.
This shockwave is rapidly spreading across e-commerce, gaming, video platforms, and film & television production: In e-commerce, technical barriers for low-end outsourcing studios and Taobao photography bases have been completely erased; in gaming, production cycles for concept validation and user-acquisition video assets are being compressed to the extreme, intensifying competition; video platforms must further optimize their distribution logic to cope with an explosive surge in supply; and traditional linear workflows in film & TV production—“shooting + editing”—are facing a “dimensional downgrade” from industrialized pipelines built on “prompting + generation.”
A large-scale industry reshuffle—balancing benefits against displacement—is already underway.
Explosive Growth in Video Production Capacity
Over the past year, the biggest pain point for AI video generation has been deliverability.
Whether Sora, Runway, or domestic models like Kuailing and ByteDance’s own JIMENG—all suffer from this issue. Creators often find themselves stuck in a “gacha” loop, repeatedly generating dozens of outputs just to obtain a few seconds of stable, consistent video.
Seedance 2.0’s core breakthrough lies in transforming “technical showmanship” into “deliverable storytelling.”
Key capability improvements manifest in three areas:
First, multimodal input. According to All-Weather Technology’s real-world testing, new JIMENG subscribers can activate Seedance 2.0 instantly for just RMB 1 (with auto-renewal), supporting text, images, videos, and audio as reference inputs—essentially every format you can imagine.
Second, narrative comprehension and self-directed camera movement. Seedance 2.0 demonstrates “director-level” thinking—not only grasping complex narrative logic but also autonomously orchestrating cinematic techniques such as push-in, pull-out, pan, and tilt. Videos are no longer simple static-image translations but instead possess cinematic narrative logic.
Third, visual consistency. Per All-Weather Technology’s benchmark tests across multiple AI video-generation apps on the market, facial distortion during subject motion and sharp-blurry hybrid artifacts in backgrounds remain rampant issues.
Yet demo videos indicate that Seedance 2.0 maintains consistency in facial expressions and overall visuals throughout subject motion—making coherent narrative expression feasible.
This signals AI video generation is evolving from a toy into a practical tool. The ability to standardize video generation into an industrial pipeline means “everyone can be a director” is no longer an empty slogan—and will drastically cut video production costs.
Feng Ji used the term “inflation” to describe this transformation.
“The cost of producing generic videos can no longer follow traditional film & TV industry logic—it will gradually converge toward marginal compute costs. The content industry faces unprecedented inflation, and traditional organizational structures and production workflows will be thoroughly restructured. Anyone who has tried it will quickly grasp why this forecast is far from baseless,” Feng Ji stated.
The First Wave of Impact
When the marginal cost of video production approaches zero, business models built upon legacy cost structures will be the first to feel the impact.
E-commerce, gaming, video platforms, and film & TV production—the four major industries—are likely the first wave of affected sectors.
The most immediate tremors appear first in e-commerce.
Product showcase, scenario-based demonstration, and functional explanation videos do not rely on intricate artistic narratives but rather on clear information delivery.
As Seedance 2.0 spreads, merchants’ access to video creation capabilities becomes entirely democratized. Low-end video outsourcing firms and Taobao photography bases that previously survived on “information asymmetry” and “technical barriers” now face a harsh winter. Video production may shift from professional outsourcing services to routine in-house operations for merchants.
Compared to e-commerce, the impact of AI video-generation models on gaming remains relatively limited—for now—but revolution has quietly begun.
Costs for world-building, concept validation, and user-acquisition video assets are plummeting exponentially. More projects will be validated earlier—and eliminated earlier.
An insider at a Beijing-based game company told All-Weather Technology that the company has already initiated small-scale internal testing of Seedance 2.0.
AI video-generation models are also reshaping video platforms’ distribution logic.
For platforms like Douyin and Kuaishou, videos generated by Seedance 2.0 and similar models bring an explosion in content supply—forcing platforms’ core competitive advantage to shift entirely toward “curation and distribution” mechanisms. For instance, whoever’s algorithm more accurately identifies gems from the flood of AI-generated content—and achieves higher commercial conversion efficiency—will emerge victorious.
In film & TV, Seedance 2.0’s multi-shot narrative capability may reshape production workflows.
Traditionally, film & TV productions followed strict linear industrial processes: first shooting vast volumes of raw footage, then editors selecting and assembling clips in post-production suites to construct narrative logic.
Under Seedance 2.0’s paradigm, however, this boundary is blurring.
On set, physical set construction may increasingly be replaced by low-cost AI-generated environments; the model itself understands camera movement and narrative pacing—meaning “editing” is effectively completed simultaneously with video generation.
AI no longer merely spits out fragmented shot clips—it directly delivers finished films with coherent spatiotemporal relationships.
This implies the traditionally time-intensive post-production editing phase in film & TV faces potential “dimensional downgrade” by algorithms.
Future creative workflows may shift from “shooting + editing” to “prompting + generation,” with editors transitioning from “operators” to “prompt engineers” or “aesthetic gatekeepers.”
Although current Seedance 2.0 outputs aren’t perfect—logical details and visuals still require improvement—the pace of technological iteration far exceeds market expectations, meaning these challenges won’t remain roadblocks for long.
IP’s “Moat”
Seedance 2.0’s astonishing “replication” capability empowers ordinary users with creative joy while simultaneously imposing unprecedented pressure on rights holders.
Recently, numerous “derivative works” and even “parody” clips based on Stephen Chow’s classic films have gone viral across short-video platforms.
Empowered by AI video-generation models, users have cheaply replicated Chow’s facial expressions, signature laughter, and iconic speech patterns—and even generated absurd plotlines never seen before.
This quickly drew attention from Chow’s team.
Chow’s agent Chen Zhenyu publicly questioned: “I’d like to ask—does this constitute copyright infringement? (Especially given the massive recent dissemination.) I believe many creators are already monetizing these works, and is the platform simply turning a blind eye, enabling users to generate and publish them?”
This query seemingly exposes copyright anxieties in the AI era—but deep down, from a commercial logic perspective, it ironically underscores the extreme scarcity of top-tier IPs in the AI age.
In the future, amid a deluge of AI-generated content, technology itself ceases to be a barrier—because everyone has access to the same Seedance 2.0 tool.
The true moat remains firmly in the hands of IP owners.
Precisely because the market is flooded with countless “high-fidelity” Stephen Chows, the irreplaceable value of the “authentic Stephen Chow” IP stands out all the more.
When content supply becomes not only oversaturated but “inflated,” users’ time and attention become extraordinarily scarce. What captures attention instantly remains those time-tested, emotionally resonant classic IPs.
In other words, while AI lowers production barriers, it infinitely elevates the value of “distinctiveness.”
For IP owners, the outlook remains bright. Long-accumulated IP assets will no longer merely be targets of infringement—they can achieve exponential commercial amplification via official licensing, leveraging AI as a force multiplier across countless creators’ hands.
From OpenAI’s Sora 1.0—which debuted globally in February 2024 as the first AI video-generation model capable of producing 60-second videos—to ByteDance’s Seedance 2.0 today, which generates 60-second native-audio narrative films via multimodal input, only two years have passed.
In this era of rapid technological advancement, industries across the board stand at a crossroads: execution-level costs are being compressed endlessly, and repetitive, labor- and time-intensive roles face ruthless replacement; meanwhile, the value of IPs and creativity is being amplified without limit.
When tools become ubiquitous, what determines content quality will no longer be technical proficiency—but the uniqueness of the vision of the world held in one’s mind.
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