AI Video’s Endgame: The Writer Takes Center Stage, and What It Means for Content Economics
TREE NEWS reports: In a revealing interview, 井英科技 (Jingying Technology) co-founder Wu Gaoming argues that while AI is rapidly replacing directors, actors, and post-production, the screenwriter remains the last—and most defensible—frontier. The company’s platform, Reel.AI, has already made history: in November 2025, its AI-generated short drama The Billionaire’s Return topped overseas short-drama charts, beating真人 productions. This milestone underscores a seismic shift in content creation economics, with AI-generated micro-dramas now comprising over 95% of China’s 128,000 new quarterly releases, and daily active users spending 129 minutes—surpassing long-form video for the first time.
What Happened
Jingying Technology, founded in 2021, has emerged as a pioneer in AI-driven short dramas. It recently closed a multi-million-dollar Series A and A+ round, backed by Wang Huiwen’s family office, Ant Group, and former Tencent VP Yin Yu. The company’s model is distinctly creator-centric: AI handles video generation, dubbing, and editing, while human writers focus on storytelling. This approach has proven commercially viable—monthly revenue now reaches several million dollars, with a profit-sharing model that de-risks creators.
Market Impact Analysis
The implications extend far beyond entertainment. For investors, this signals a fundamental reallocation of value in content industries:
- Stocks & Tech: Traditional media and streaming giants face disruption as AI slashes production costs. Companies like Netflix or Disney may see margin pressure, while AI infrastructure providers (GPU, cloud) benefit. The rise of AI content could also boost demand for payment processors like Stripe, which solved a critical data integrity issue for Jingying, improving ROI by 20%.
- AI & Crypto Intersection: While this story lacks a direct crypto angle, it highlights a trend: AI agents and decentralized compute networks could eventually tokenize content IP or enable micro-payments for creators. The ‘writer-centric’ model aligns with the concept of creator economies on blockchain, but no such integration exists yet.
- Commodities & Currencies: Indirect effects only. The efficiency gains could lower content production costs globally, influencing advertising rates and consumer spending patterns, but no direct commodity or FX impact.
Why It Matters for Investors
This story underscores a broader investment thesis: AI is not just automating tasks; it’s restructuring entire value chains. The ‘last mile’ of human creativity—storytelling—becomes the scarce resource. For investors, this means:
- Focus on platforms that empower creators, not just AI toolmakers.
- Watch for ‘AI-proof’ skills: writing, emotional intelligence, and unique worldviews.
- Payment infrastructure (like Stripe) becomes a strategic enabler for AI businesses, as clean data drives better decisions.
- The ‘flexible supply chain’ model—low-cost testing, rapid scaling—could be a template for other AI-native industries.
As Wu notes, ‘AI replaces execution, not judgment.’ The winners will be those who harness AI to amplify human creativity, not replace it.
