The competitive context surrounding this launch is unusually favorable for Alibaba, and it is worth understanding why. OpenAI's Sora... was discontinued... ByteDance's Seedance 2.0... indefinitely postponed the international launch
大多数人认为AI视频生成市场竞争激烈且参与者众多，但作者认为Alibaba实际上面临的是'竞争对手已退场'的独特局面。这挑战了'AI领域永远存在激烈竞争'的主流认知，表明市场有时会出现结构性真空，让原本处于劣势的玩家获得意外优势。