Sora's falling off, ByteDance's eating good. What's everyone's take on this shake-up?

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?

Clickbait title, but the question itself is valid.

The other guy falling behind doesn’t mean you’re gonna win.

Whoever keeps the creators eats.

It’s good for users when the big domestic companies start competing hard.

The second half of the game is all about stability and pricing.

What really keeps creators around is not constantly changing the rules and pricing. No matter how good the tool is, if you keep flipping things every few days, people won’t stick around.

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