Video agent price war: LibTV vs Jimeng push Seedance 2.5 down to ¥0.16/second
葬AI · wechat · 2026-11-12
「葬AI」逐档盘算了LibTV(Liblib)与即梦两家视频Agent平台围绕Seedance 2.5 720P的真实单价,发现双方价格战已卷到小数点后三位:从年初每秒1元多的「奢侈品」价,一路打到最低0.16元/秒。LibTV创始人陈冕上线当天就推39折年费,并始终比即梦便宜1分钱;即梦随后调价追平,双方陷入持续拉锯。
实测得出:LibTV每秒消耗46积分、即梦26积分,1即梦积分≈1.77 LibTV积分。但作者发现,双方宣传的「最低价」用的是单月价格除以首月积分的极限算法;按真实折扣逐档换算后,包月套餐全系反而是即梦更便宜,LibTV的「全网最低价」名不副实。
作者的观点:视频Agent本质是没有附加价值的渠道商/超市,应按消费公司估值;两家价格战结局取决于「冕神的钱先烧完,还是即梦同学先停止补贴」。
More from Venture
- Stripe's business in one building diagram: $1.9T payments, 9 acquisitions — FinanceYF5 · 2026-11-13
- $100-$200/mo frontier AI subscription tiers: "this shapes the future economy" — vedantmisra · 2026-11-13
- 83-Year-Old Indian IT Veteran Soota Bets ₹5,000cr on AI Digital Health — santoshpanda · 2026-11-13
- Ought launches Epistemics Fund with $500k–$5M for Community Notes research — jungofthewon · 2026-11-13
- Nvidia downgrades hit seven as analysts say depths 'not fully probed' — SumitGup · 2026-11-13
- Jensen's $500B chip financing deal has produced no deals and drew 'scam artist' backlash — SumitGup · 2026-11-13