Produced by | At the forefront of entrepreneurship

Author | Qingqing

Edit | lightning

American Editor | Li Yufei

Audit | Ode

ChatGPT detonated a new wave of artificial intelligence, and Sora set off a huge wave of large-scale model Wensheng video.

It is worth noting that the two mainstream models are causing heated discussions. Kuaishou Keling focuses on the C-end, and Xinyi Technology focuses on the B-end, they are all like tigers coming out of the mountain, and they are like breaking through everywhere they go.

This has led to curiosity about the business rationale behind each of them and their unique advantages. When it is understood, people have to call it "different paths to the same end".

1. Competing for commercial battlefields, those who cannot land have no future

The hole that Sora dug in the field of AI Wensheng video has come to be filled. "Burning money" is a problem that players in this field have to face.

The emergence of Sora eclipses the products launched by Runway, a company known for its Wensheng video, and Pika, a fledgling start-up company. Even Musk, who has complained about OpenAI all year round, had to publicly bow his head and say: "Human beings are willing to gamble and lose".

To this day, however, Sora is still not open to the public. Even if the video effect released hangs almost all players, but it is not commercialized, some people have begun to jokingly call it "futures", thinking that Sora has dug a big hole for everyone.

OpenAI does not deliberately dig a pit, behind the infinite scenery, it burns money much faster than expected, and the risk of unclear exploration of commercialization path intensifies.

At the stage when Sora was not open to the public, OpenAI burned money extremely violently. Recently, OpenAI was revealed to be facing a loss of up to $5 billion this year, and it may run out of cash reserves in the next 12 months. This means that OpenAI urgently needs a new round of financing for blood transfusion, otherwise it will face life and death.

(Photo / Photo Network, based on VRF protocol)

You know, this is mainly the result of OpenAI's burning of money in the field of Wensheng large models, and it is also mainly the result of the fierce battle in the field of free mode and the expansion of the scale of training. Compared with the Wensheng Wensheng model, Wensheng video has higher requirements for computing power, which means that the degree of money burning is higher.

As strong as OpenAI, it has not found an effective commercialization path in the field of Wensheng video. The problem that the scale of revenue cannot cover the huge costs required is in front of all players.

AI Wensheng video, which cannot be commercialized, has no future. This is a harsh reality, and it is becoming more and more the consensus of players.

Past business cases are no different. Taking the smart home that was also chosen by the times as an example, as early as 1990, Microsoft founder Bill · Gates started the construction of the "Future House", which took 7 years and was finally completed. This is his imagination of the future of smart home life, and the outside world was not interested in its concept at that time.

(Photo / Photo Network, based on VRF protocol)

In 1995, he also published a best-selling book called "The Road Ahead," in which he conceived a system for the smart home. After a long 30-year cycle, smart home 1.0, 2.0, 3.0, until today, the idea of smart home has finally become a reality. During this period, countless people died on the road, and those who survived were all strong people who landed commercially.

At the end of last year, Ella IOT was ruled bankrupt by the court. This was once called the "originator" of the global Internet of Things IoT cloud platform, and died on the road. Giants such as Huawei, Xiaomi, and Haier, which have strong commercialization, have all gone through the cycle and become more and more prosperous.

When Sora was born, people shouted that it had opened the "ChatGPT era of video", and now it seems that this era has not really arrived without commercialization.

2. The domestic AI Wensheng video industry staged "go left, go right"

In the noisy AI Wensheng video track, except for Sora, almost all other manufacturers are fighting for commercialization. Especially after June this year, domestic players have become "pragmatic" and put commercialization on the agenda.

Although it is difficult to distinguish between victory and defeat now, because some players have made forward-looking layouts and actions, they have gradually begun to emerge and successfully lead the industry trend.

At present, two mainstream business models have been formed on the domestic AI Wensheng video track. The first is the model represented by Kuaishou Keling, which is oriented to C-end consumers; The other is represented by New One Technology, which is oriented to B-end customers.

Let's start with Kling. It is a large model of Wensheng video launched by Kuaishou in June this year, which is a domestic benchmark for Sora. Kuaishou Keling will be open to the public immediately after its release, and the invitation test experience will be opened on Kuaishou's Kuaiying App.

Kuaishou Keling adopts a business model for C-end consumers, which is different from the free war in the field of Wensheng and literature, where users need to pay to use Keling, and it has also launched a membership service. There are a variety of packages for users to choose from, such as monthly cards, season cards, semi-annual cards, and annual cards.

In addition, after handling the package, there are three levels of membership prices, taking the monthly card as an example, the three prices are $10, $37 and $92 respectively, corresponding to 660, 3000, 8000 "inspiration points" respectively, which can generate 66, 300 or 800 5s high-performance videos.

And this model has attracted countless "early adopters". According to public data, on July 30, more than one million people have applied online. On the same day that the results were announced, Kuaishou announced that it would expand the Keline AI beta service to users around the world. It can be seen that it has a clear effect on the C-side.

On the other hand, the Wensheng video model of New One Technology, and the model for B-end customers are also in full swing.

Compared with the situation where many players have shared in C-end consumers, there are not many B-end players. Because B-end users have a threshold for large models, even the star product Sora is not considering landing on the B-side for the time being.

So, why did New One Technology choose this model?

In July last year, New One Technology launched the first generative artificial intelligence (large language model) focusing on the video field in China - New One Video Large Model. In January this year, the large model passed the filing of the "Interim Measures for the Management of Generative Artificial Intelligence Services", becoming the first video artificial intelligence large model in China to pass the filing.

On July 5, New One Technology released version 2.0 of the new One video large model at the 2024 World Artificial Intelligence Conference. The iterated version 2.0 can automatically adjust the video rhythm, lens switching, etc., so that the video effect is more controllable. And it produces higher-quality, longer-lasting video content. It can also realistically simulate various scenes and character movements. Make the generated video work more vivid and natural.

At present, with the new One video model as the core, New One Technology has also launched a series of AI products and services such as the AI native application platform "One Frame and Second Creation" and the AI digital human platform "New One Digital Human".

Adhering to the concept of "products can't just live in the laboratory", New One Technology has created landing solutions in many scenarios such as cultural tourism, finance and insurance, media, marketing, publishing, government affairs, education, automobiles, and medical care. According to data released in early July, the application platform around the new video model has more than 3 million users and generates 120,000 minutes of video every day.

Take finance and insurance, for example. In the past, brokers came from a wide variety of backgrounds, and their expertise and knowledge of policyholders determined their ability to serve their clients effectively. "People in different industries can't generate their own content every day, it's more about communication. Our aim is to allow brokers to increase production and quality in a limited time through a large model."

Mao Muzi, vice president of New One Technology, told "Interface News · Entrepreneurship Frontline": "In the past, brokers could only make one video a day, but after using our products, they can make 5, 50 or even 100 videos on the basis of ensuring quality. In his opinion, this is a highly competitive market, and efficiency is very important. For another example, insurance brokers need to immediately give insurance rankings according to the needs of customers. In the past, this was based on the knowledge and experience of the broker. However, after using the large model, it becomes the interpretation and generation of the large model from human interpretation. ”

(Photo / Photo Network, based on VRF protocol)

In the marketing industry, this efficiency improvement is even more pronounced. The marketing industry needs to calculate ROI, how to find the most likely to convert among the many leads? This is very important for all companies. In the past, online relied on pure manual identification and offline "sweeping", which was very inefficient. With the help of the large model, the first step is to layer it, label it, and then use different marketing strategies for different groups of people, corresponding to different marketing materials, and finally achieve the improvement of communication efficiency with customers.

"It is equivalent to saying that a thing that was originally time-consuming and labor-intensive, after having AIGC's tools, users only need to make a decision, and the rest is handed over to the large model." Mao Muzi said. In addition, AIGC can also significantly reduce production costs. "Theoretically, large models can generate different content to cover different needs."

For example, in the creation of IP by corporate executives. Generally speaking, whether corporate executives can put down the shelf, and secondly, whether there is time to continue to do it for a long time. At present, most people can't do it, and the main focus is still on corporate strategy and management. "AIGC can help them, without appearing in person, the founder or executive only needs to confirm the content, and the team will do the rest, so that the enterprise can quickly do the goal of IP."

It can be seen that B-end users choose the new video model because it brings more convenience and efficiency improvement at the level of video processing, analysis, and application.

According to Mao Muzi, the business coverage of New One Technology is still further expanding, such as insurance consulting customer service in the field of finance and insurance, digital human insurance consultant; the government hotline in the field of digital government affairs, the digital human and the digital consultation desk in the government affairs hall; In the media field, the financial media center carries out digital hosting and broadcasting, improves the efficiency of news report production and communication, etc., all of which are supported by the new video model.

People are curious, why did New One Technology gnaw on the hard bones of the B-end?

"Our strength lies in the splitting and analysis of the footage, especially the combing of the video script logic. Unlike other companies that provide simple remixes for content, our clips have obvious storylines and narrative logic, so they are more suitable for use scenarios. ”

Kuaishou Keling and Xinyi Video, both of which have become industry leaders due to their remarkable results. The C-end and B-end that the two are committed to are staging the drama of "going to the left and going to the right", and the two have also become the industry benchmark of the two models.

3. Different paths lead to the same end, and the future can be expected

The smart home described by Bill · Gates took 30 years to move from dream to reality. Now, Bill · Gates' latest judgment on the AI technology revolution is that although the popularization of artificial intelligence will not be achieved overnight, there is no need to wait for ten years.

It is precisely because of the pioneers such as Kuaishou Keling and Xinyi Technology that they dare to land and dare to try, thus accelerating the commercialization process of the AI Wensheng video track.

"Unleashing AIGC video productivity", the two have not affected their progress and implementation due to the "left and right" in the business model, what do they have and what are they doing right?

(Photo / Photo Network, based on VRF protocol)

When many large manufacturers hesitated in this field, both of them decisively put down their hesitations, seized the opportunity, and devoted their best efforts.

After determining the overall strategic direction, good products are the true strength of the enterprise. When building a video generation model, all players in the track have to pay attention to four core elements: model design, data assurance, computing efficiency, and expansion of model capabilities.

Kuaishou Keling is based on Kuaishou's huge user base, and Kuaishou, as a short video platform, has the urgent need to use artificial intelligence technology to improve existing businesses. After all, in the era of artificial intelligence, how to seize the occupied land and build a moat is the direction that Kuaishou must prioritize.

New One Technology was born more than two years ago, but it has the advantages of technology, data and resources that other start-ups do not have. The company was born out of the following technology, which is a veteran of the video industry and has rich experience in video resources, team accumulation and operation.

The founder is Han Kun, a well-known person in the video circle, PC video website Ku6, Miaopai App, Xiaojia Show, Yi Live, etc., these products and companies, from the PC video era, to the short video era, and then to the mobile Internet era, are leaders in grasping industry trends.

Now that the latest video AIGC era has arrived, years of accumulation and precipitation have been undertaken and absorbed by Xinyi Technology, and under the low-key and pragmatic style, it makes it stand out among many players and become a B-end Wensheng video leader, which is reasonable.

(Photo / One frame and second to create an official micro)

According to OpenAI's definition of Sora, it is a feasible way to build a universal simulator of the physical world, and it is another milestone in achieving AGI.

It can be said that the two mainstream business models of Kuaishou Keling and New One Technology have single-handedly filled the pits dug for Sora.

Under the surface of "going to the left, going to the right", both will "build a general simulator of the physical world", and this seemingly wonderful and distant fantasy will gradually be brought closer to reality. Many business cases in the past long years have shown that there is no future for technology that stays in the laboratory, and there is only a future when it is widely commercialized.

Whether it is for the C-end or the B-side, Kuaishou Keling and Xinyi Technology will eventually end up in the same way, opening the "Pandora's box" in the era of artificial intelligence.

*Note: The title image in the article is from the photo network and is based on the VRF protocol.

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