James Kynge

Could this upend Hollywood?

That seems to be an incredible question to be asking, but it has to be a justified question given the speed of the development of Sea Dance 2.0 and the other American alternatives.

Yeah.

The last thing I'd say before I get your take on it is, of course, the Chinese AI app costs much less than the US AI app.

We're seeing this across the board when we compare Chinese AI with US AI.

Just to give you the numbers here.

Seedance 2.0 costs roughly 60 US cents for a 10-second generation of your kind of standard video format.

And Google VO 3.1 costs roughly two and a half US dollars for the same 10 seconds.

So, you know, obviously the Chinese app is cheaper, but I don't know whether that's going to be a big differentiator.

One of the things that fascinates me is what about the legal situation here?

Is there going to be a big backlash from Hollywood?

I can't imagine that this enormous American film industry is just going to roll over and let this happen.

What do you think, Alice?

Yeah.

Yeah, I mean, I've just been having a look down a list of some of the actions that some of the big US companies are taking.

So Disney, Paramount, Warner Brothers and Netflix have all sent individual cease and desist letters to ByteDance.

That's that.

doesn't seem like a legal sanction, but it sort of implies that if they don't cease and desist, then there might be some kind of action that is taken by those big American companies.

And in those letters, those big American companies are accusing ByteDance of, quote, systemic infringement and treating their intellectual property as a, quote, free public domain clip art.

Mm-hmm.