everyone is framing seedance 2.0 as chinas deepseek moment for video. bytedance vs openai. east vs west. the next front in the AI cold war but i think this framing misses whats actually happening in the AI video space and where the real money is going right now theres 2 completely separate AI video races happening and most people are only paying attention to one of them race 1: cinematic generation. this is the one making headlines. seedance 2.0 vs sora 2 vs runway gen-4 vs kling 3.0. who can generate the most photorealistic movie scene from a text prompt. its impressive and its what gets the viral tweets. but the actual addressable market here is… hollywood VFX? indie filmmakers? its a niche race 2: creator enablement - this is the one nobody outside the creator economy talks about. tools like argil heygen captions and synthesia are solving a completely different problem. theyre not generating fictional movie scenes. theyre cloning real people so they can produce content at 10x scale without filming. the addressable market here is the entire 50M+ creator economy plus every business that needs video marketing race 2 is probably the bigger business. there are maybe a few thousand people who need to generate a fake tom cruise fight scene. there are millions of creators and businesses who need to produce more video content of themselves than they physically have time to film seedance getting copyright cease and desists from disney and paramount kind of proves my point. the cinematic generation tools have a massive IP problem that may limit their commercial viability. the avatar/clone tools dont have this problem because youre generating content of yourself with your own consent im not saying seedance isnt impressive tech. it is. but the framing of ‘china vs US in AI video’ obscures the fact that the most commercially viable AI video applications arent about replacing hollywood at all. theyre about empowering the long tail of creators and businesses the real winners of the AI video revolution probably wont be the tools generating brad pitt deepfakes. theyll be the ones helping regular people produce more content without a film crew and some major players needs your attention (heygen, argil ai, runaway, pika…) the next billion dollar company in this industry will enable everyday people to create more better and at scale with single and easy prompts. anyone else think about it this way or am i totally off base submitted by /u/Worldly-Control403
Originally posted by u/Worldly-Control403 on r/ArtificialInteligence