AI 视频市场图谱：137 家公司、10 个层级
🚨 New market map: AI video in 2026 — 137 companies, 10 layers The most crowded layer isn't the mod...
一张把 AI 视频产业分成 10 层 137 家公司的图谱，能看到 Kling、Higgsfield 各层谁在赚钱，还专门列了短剧工具层。
该图谱将 2026 年 AI 视频市场梳理为 10 个层级、137 家公司。最拥挤的不是模型层，而是 34 家创作平台，Higgsfield 年化收入达 7 亿美元，接近模型推理服务 fal 的 8 亿美元。模型层方面，Kling 年收入约 5 亿美元，Runway 估值约 53 亿美元，OpenAI 已于 3 月关闭 Sora。图谱还列出西方常被忽略的 AI 短剧工具层共 30 家公司，一部原本需要 30 人团队制作一个月的短剧，现在 5-10 人一周即可完成。
🚨 New market map: AI video in 2026 — 137 companies, 10 layers The most crowded layer isn't the mod...
🚨 New market map: AI video in 2026 — 137 companies, 10 layers The most crowded layer isn't the models. It's the 34 creation platforms that wrap them: Higgsfield alone is at $700M annualized revenue, close to fal's $800M for serving the models underneath. Layer by layer: 1. Big-tech models (13) — Google Veo, ByteDance Seedance, Kling. Kling is at ~$500M ARR (Kuaishou, Q1 2026). OpenAI shut down Sora in March. 2. Independent models (12) — Runway (~$5.3B val.), Luma (~$4B), Vidu ($2B+). They survive on one thing done best: camera control, character consistency, live-action edits. 3. World models (4) — World Labs (~$5B), Decart (~$4B), Odyssey ($1.45B), Google Genie 3. Not a clip you watch, a world you walk into. 4. Inference APIs (9) — fal ($800M annualized), Replicate, Runware. One endpoint, hundreds of models, billed by the second. 5. Creation platforms (34) — Higgsfield ($700M), Artlist (~$300M ARR), Magnific/Freepik ($230M), OpenArt, InVideo ($70M each). Every model, one workspace. 6. Editing & post (21) — CapCut (736M mobile MAU), Descript, Opus Clip ($50M+ ARR). Timeline editing → auto-cut, captions, generated B-roll. 7. Ads & marketing (14) — Topview, Pencil, Waymark. Hundreds of ad variants the same day, A/B tested. 8–10. AI drama tools (30) — the layer most Western maps miss. Storyboard (Boords, Katalist), production studios (LibTV, SenseTime Seko, Tencent WorkRally), dubbing (ElevenLabs, Rask, YouTube auto-dubbing). A short-drama series that took a 30-person crew a month now takes 5–10 people a week. Data as of Nov 2026, public sources; company-reported numbers are labeled as such on the map. Bookmark this — we'll update it every quarter. Full list + sources: ai-video-drama-map.vercel.app Z 💬 1 🔄 0 ❤️ 1 👀 377 📊 1 ⚡
