求购华纳兄弟不成网飞转身买下“蝙蝠侠”的AI公司

中国经营报03-16

在宣布退出对华纳兄弟的收购后不久，近日，流媒体巨头网飞（NASDAQ:NFLX）宣布收购AI公司InterPositive。据多家媒体报道，收购价格约6亿美元。　　公开信息显示，InterPositive是由本·阿弗莱克创立，后者曾在华纳兄弟最近的DC超级英雄系列电影中饰演过“蝙蝠侠”一角，此前曾凭借《心灵捕手》《逃离德黑兰》两度斩获奥斯卡小金人，是享誉好莱坞的演员、导演和制片人。　　而...

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Fails Netflix Turns to Buy \"Batman\" AI Company","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFXL":0.6,"NFLW":0.6,"NFLX":1.96,"NFLY":0.6,"NFLU":0.6,"NFLP":0.6,"NFXS":0.6},"content_text":"在宣布退出对华纳兄弟的收购后不久，近日，流媒体巨头网飞（NASDAQ:NFLX）宣布收购AI公司InterPositive。据多家媒体报道，收购价格约6亿美元。　　公开信息显示，InterPositive是由本·阿弗莱克创立，后者曾在华纳兄弟最近的DC超级英雄系列电影中饰演过“蝙蝠侠”一角，此前曾凭借《心灵捕手》《逃离德黑兰》两度斩获奥斯卡小金人，是享誉好莱坞的演员、导演和制片人。　　而InterPositive则是专门帮助电影制作者在后期制作中编辑素材，比如解决连续性问题或增强场景效果。在此次收购前，网飞已经在原创剧集和电影中使用生成式AI技术，对于此次收购InterPositive，业界认为收购InterPositive能够进一步提升网飞内容制作能力和效率。　　放弃华纳兄弟选择“蝙蝠侠”　　据公开信息，在风险投资公司Redbird Capital Partners的支持下，本·阿弗莱克招揽工程团队创立了InterPositive，专注于开发针对电影制作与后期处理的AI工具。本·阿弗莱克在网飞发布的收购公告中表示：“InterPositive的技术并非从互联网抓取数据训练，而是针对已授权的单一影视项目自身的素材库进行学习，构建独特的视觉风格模型。”　　与当前市面上流行的“一键生成视频”的AI工具不同，InterPositive开发的产品主要用于处理色彩校正、灯光调整、视觉特效优化等高度具体且重复性强的后期任务，例如移除特技钢丝和拍摄设备、对不同画幅重新构图、补救镜头等。　　网飞首席产品兼技术官伊丽莎白·斯通在宣布收购的声明中表示，网飞之所以与InterPositive联手，是因为双方有着共同的信念：“创新应该赋能讲故事的人，而不是取代他们。InterPositive令人印象深刻的技术是为电影制作人和剧集主创量身定制的，能够自然支持他们的创意愿景。”　　根据收购协议，InterPositive的整个团队——包括16名工程师、研究人员和创意人员——将被全部并入网飞。本·阿弗莱克本人也将出任网飞的高级顾问，继续参与技术研发与创意指导。　　在今年2月，网飞宣布退出对华纳兄弟的收购。此前，网飞的出价一度高达827亿美元，且是以全部现金的方式收购，但竞争对手派拉蒙天空之舞最后跟进的报价高达1110亿美元现金。多位业内人士在接受《中国经营报》记者采访时表示，华纳兄弟最核心的资产是其制片厂业务、“哈利·波特”“蝙蝠侠”等大量知名影视IP、流媒体平台HBO MAX等。　　“827亿美元的价格已经非常高了，1110亿美元有些离谱，哪怕是用难以计价的影视IP资产来解释，这两个价格也非常高了，要知道2019年迪士尼（NYSE：DIS）收购21世纪福克斯的价格为700多亿美元，而且已经创下了历史纪录。”从事电影制片的金妍说。　　天使投资人、人工智能专家郭涛认为，这在一定程度上反映了当前影视IP存在溢价过高的情况，甚至可能存在泡沫。一方面，从短剧市场来看，IP授权费水涨船高，部分头部IP授权成本翻倍，且“一本多拍”同质化严重，盈利改编剧占比不足15%，说明IP市场存在过热现象。另一方面，AI技术在影视制作中优势明显，能降低成本、提升效率，全流程赋能影视制作，为影视行业带来新的发展机遇。网飞收购AI公司，是看到了AI对提升内容制作能力和效率的潜力，更注重技术驱动内容创作，这也从侧面体现出其对影视IP高溢价的担忧和对AI价值的认可。但不能简单地认为影视IP泡沫就绝对大于AI，IP依然有其独特价值，优质IP自带粉丝基础和品牌效应，只是市场需要回归理性，合理评估其价值。　　AI大片何时到来？　　网飞收购InterPositive是国内外影视公司当下布局AI技术的缩影。　　在好莱坞，去年12月，迪士尼宣布斥资10亿美元入股OpenAI，并与对方签署为期三年的授权协议，允许Sora及ChatGPT用户利用米老鼠、漫威等超200个经典IP角色，创作无演员肖像的AI短视频，部分精选内容将登陆Disney+；另外，在环球影业出品的《泰迪熊第二季》中，导演塞斯·麦克法兰通过AI技术让美国前总统克林顿在剧中亮相两分钟。　　在国内，阿里巴巴集团旗下虎鲸文娱近日发布内部信，其董事长兼首席执行官樊路远宣布在新财年即将开始之际进行组织升级，积极拥抱AI；而爱奇艺创始人、CEO龚宇近日在2026中国电视剧制作产业大会暨第十一届中国（深圳）国际电视剧节目交易会上表示，在影视行业争先恐后应用AI的现状下，原本单位内容里可能“成本降低10倍、创作者增加10倍、作品数量至少增加100倍”，直至颠覆整个行业。　　“AI商业大片最快今夏将至。”龚宇在接受媒体采访时透露，现在由AI生成的作品商用没问题，强艺术性大片可能还需要时间，“但这个时间也许就3—6个月，就可以做到”。　　“AI大模型变化实在太快，最近两三个月期间，AI视频大模型生成的内容对于影视制作产业来讲是突然升了一个大的台阶。这个台阶意味着，大模型在影视表达方面的技术性障碍基本消除。虽然还有很多问题需要解决、很多不满意的地方需要优化，但是最重要的障碍解决了。所以可以判断，现在可以立项去做长篇的影视内容了，虽然现在市场上还没出现，但是非常快（就会出现）。”龚宇说。　　“AI目前对长剧和电影的成熟助力集中在后期，例如自动剪辑、调色、修穿帮、虚拟制片、特效与群像生成，可大幅降本提效；宣发上AI多语种配音、精准推荐也已规模化落地。”深度科技研究院院长张孝荣说，“但目前AI的长篇叙事逻辑、人物连贯性仍不稳定，长视频明显不足，目前只能生成短片段，时间一长容易闪烁、画面崩坏。”　　郭涛认为，AI已在长视频与长文本领域展现出专业能力，对长剧、电影的全流程创作形成实质性助力。在长视频处理层面，部分模型已支持2小时级时长输入，依托混合注意力机制精准理解时间线与叙事逻辑，新型生成范式可实现分钟级高质量长视频稳定输出，在色彩还原度、内容连贯性上突破传统技术局限；在长文本领域，专业辅助平台覆盖剧本创作全链条，多智能体系统有效破解叙事瓶颈，大幅压缩内容创作与筛选周期，部分工具可高效处理数百页篇幅文件，为深度内容分析提供强力支撑。　　但对于长剧、电影这样时长的作品，郭涛认为，AI在长文本生成领域，当前技术仍存在明显短板：上下文一致性不足，模型易出现内容偏离、情节重复等问题；整体结构规划能力薄弱，难以科学规划章节架构与内容分布；细节把控与定制化适配能力欠缺，无法精准满足用户对创作风格、语言语气的特定要求；长时记忆与信息复用能力较弱，生成过程中无法有效关联、复用前文核心信息。因此，AI还需攻克两大核心技术难题：一是时域漂移问题，画面微小误差会随时间不断累积，导致画面失真、人物变形等连贯性故障；二是串行生成瓶颈，视频逐帧生成模式无法实现并行处理，生成效率低下，难以支持实时预览与交互式创作，更无法胜任长时连贯的叙事类视频制作需求。（文章来源：中国经营报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619434007","isCrawlerRequest":true}

求购华纳兄弟不成 网飞转身买下“蝙蝠侠”的AI公司

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求购华纳兄弟不成网飞转身买下“蝙蝠侠”的AI公司