AI 短片火了却没人赚钱：供给无限时利润流向分发平台
这篇讲透了一个反直觉的现实：国内 AI 短片创作者先是赚了一波，几个月后全部卷死，钱全被字节这类分发平台赚走。创作者的广告投放占成本 80%，AI token 才 5%。做内容创业或想靠 AI 生成变现的人值得对照自己业务的护城河。
Kun Chen 引述国内 AI 从业者的观察：AI 视频模型能力提升后，AI 短片和漫画在国内市场大量涌现。
第一批掌握 AI 生成短片的创作者确实赚到了钱，因为产量远超传统流程。但几个月内所有人都能做出同等质量的内容，专业技能被写成 markdown 文件即可复制，创作者陷入价格战。
现在唯一赚钱的是字节跳动这类掌握用户需求和分发的公司：创作者为获取流量投放广告，广告支出占到运营成本的 80%，而 AI token 花费不到 5%。文章指出两个结构性问题：一是用 AI 创作没有护城河，稀缺性消失后无法形成可持续生意；
二是创作者生产了更多受欢迎的内容，但经济收益被分发平台吸收。作者引用诗句'遍身罗绮者，不是养蚕人'，认为如果财富分配方式不改变，AI 会加剧财富向头部集中。
当供给端无限火力的时候 只有分发抽成平台是赚钱的 生产关系解决不了 单靠生产力无法赚钱 Kun Chen @kunchenguid overheard from friends talking about AI in China, and it’s very alarming - AI short films went massive in China market because of how good the video models are now - the first wave of people who mastered using AI to generate short films and comics made quite some money because they could produce a lot more content than traditional workflows - but within just a few months, everybody and their mom could make equally good short films because all the expertise could be written in a markdown file - when everyone’s more productive, no one actually has an advantage and it’s a race to the bottom. very quickly it became impossible to make money, and everyone’s busier than they were without AI - the only one making money now is companies like bytedance who owns user demand and distribution. they sell ads to creators who pay to get traffic, and eventually ad spend became 80% of those creators’ operating expense, while AI tokens is less than 5% so what are the problems here? 1. there’s no moat if you are creating anything with AI if a human is really good at something, and it’s hard to find more humans who can do the same, they can leverage the scarcity of their skill to get paid very well but if AI is good at something, it will be infinitely replicated, so there’s no scarcity hence you can’t really expect a sustainable business by creating anything with AI 2. more creators created more content people actually liked. that’s a good thing but the economical benefit of that all got absorbed by the distribution platforms there’s a famous chinese poem 遍身罗绮者，不是养蚕人 - it basically says people who dress well aren’t the people making dresses. that’s exactly what’s happening here if our society doesn’t figure out a better way to distribute wealth, AI will help billionaires become trillionaires while average people become more exhausted than ever 🔗 View Quoted Tweet
This report is categorized under AITOP's "Industry" desk, focusing on China's AI industry and domestic foundation model ecosystem. Key entities and technical topics under continuous tracking include AI视频生成, 字节跳动, 内容创作, 创作者经济.
Source attribution: curated from orange.ai (@oran_ge).
