That 21 Finance article had a clickbaity title, “Sora stumbles, ByteDance feasts,” talking about whether Chinese big tech should take over the next phase of AI video. Clickbait aside, the real question is: after the overseas hype dies down, can domestic players just step in and fill the gap?
I don’t think it’s that simple. Taking over the next phase isn’t about your rivals falling behind—it’s about whether you can keep creators onboard and drive down usage costs. It’s all hype and noise right now, but whether anyone actually feasts depends on what happens next. Who’s everyone betting on?