iQiyi said it expects AI to create the majority of its films and shows within five years and is restructuring its core app and website toward a more social-media-like destination centered on AI-generated video. The company debuted its Nadou Pro filmmaking toolkit, announced a new social-video app, plans an international version using models including Google Veo 3.1, and said it will incentivize AI creators with an additional 20% share of advertising and membership revenue. The shift is positioned as a response to competitive pressure from short-video platforms and follows an estimated 13% year-over-year revenue decline in Q1, alongside plans for a Hong Kong listing.
This isn’t just “AI in production”—it’s an attempt to replatform streaming into an AI creator economy. If iQiyi can turn its catalog into an IP/asset layer and pay creators like a social network (extra 20% rev share), the unit of competition shifts from tentpole hits to throughput, personalization, and a recommendation-driven content factory. That pressures every streamer facing short-video leakage: either become a distribution + toolchain marketplace, or keep paying rising costs for shrinking attention. The meme to watch: “TikTok, but the studio is the model—and the platform owns the assets.”
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