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「男二以下全换 AI」吵翻全网,但真正该慌的人一声没吭
爱 爱范儿 @Selina
One Sentence Summary
This article deeply analyzes the controversy surrounding AI replacing supporting actors in film and television, highlights the irreplaceability of "humans" driven by traffic-based business models, and reveals that AI's true impact lies in reducing infrastructure costs and pioneering new tracks for AI-native content.
Summary
Recent rumors about "replacing all supporting actors with AI" have sparked heated debate. Analyzing the monetization logic of streaming platforms, the article points out that core revenue is driven by the traffic generated by stars, making "humans" more irreplaceable than "content." It argues that AI struggles to fully replace supporting actors for three reasons: the physical necessity of human interaction in performance, the disruption of talent development pipelines, and low audience tolerance for the "uncanny valley" in live-action dramas. The author contends that AI's true value in the industry currently lies in compressing "non-human" infrastructure costs, such as set construction and post-production VFX. The real industry shift isn't a simple replacement within existing models, but the rise of "AI-native content"—such as AI-generated comics and short films—which operates entirely outside traditional studio logic and is quietly reshaping the market.
Main Points
* 1. The monetization logic of film and TV platforms determines that stars are more irreplaceable than content.Subscription fees and ad revenue are highly dependent on the buzz and traffic generated by stars; content often serves merely as a vessel for these stars, so platforms are unlikely to easily cut off their core traffic sources. * 2. Supporting actors are the physical anchors of performance and the pipeline for future talent.Live performances require emotional feedback from scene partners, and today's supporting actors are tomorrow's A-listers. Replacing them entirely with AI would lead to a decline in performance quality and a gap in the industry's talent pipeline. * 3. AI's true role in the film and TV industry is as an ultimate tool for cost reduction and efficiency.AI excels at replacing infrastructure costs like set construction, post-production VFX, and background extras, aiming to maximize profits through a 'top-tier star + lowest-cost support' model. * 4. AI-native content is the true game-changer, independent of the traditional film and TV track.AI comics and short films are explicitly non-human from the start, avoiding the uncanny valley effect while creating entirely new market demand through low barriers to entry and full-process automation.
Metadata
AI Score
82
Website ifanr.com
Published At Today
Length 2276 words (about 10 min)
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「男二以下的演员以后都不用真人了,全用 AI 做。」
昨天的内娱被这条消息搅得一团乱,看上去是一位影视行业的「行内人」,不仅分享了影视行业的艰难处境,还带来了这条重磅新闻。
论证链条听起来很顺畅:平台只在乎流量 → 配角群演没有流量 → 没流量的人跟绿幕抠图素材没区别 → 完全可以 AI 替代。
评论的声音迅速分成两边:一边恐慌「连男二都保不住了」,一边兴奋「AI 终于要革 208 万的命了」。
两边可能都想多了。
平台想要的从来不是「消灭人」
以主流视频平台为例,爱奇艺、优酷、腾讯视频等等,这些平台主要靠两件事赚钱:卖会员和卖广告。
▲ 爱奇艺 2025 年度收入 图片来自:Morketing
会员为什么付费?追剧、追 CP、追演员。广告为什么投钱?因为流量跟着人走,谁能上热搜,广告主就愿意投谁。
这样一来,在平台的变现逻辑里,内容的可替代性远高于人。平台上同时有几百部剧在排队,题材撞车、类型雷同是常态。一部古偶IP换个名字,观众可能就分不出来了。
但演员不一样,刘亦菲就是刘亦菲,她的粉丝、话题度、带货能力都是不可替换的。这才出现内容退居二线,而人变成了「不可替代的变量」。
所以在平台的变现公式里,内容是可以批量复制的,但内容里的人不行。一部剧是否值钱,首先看的是谁演的、能不能带话题、能不能上热搜。内容本身只是让这些人被看见的容器。
顺着这个逻辑想,平台真正想压缩的成本是什么?还真不一定是演员,更多的,是演员以外的一切。
一部剧的预算可以粗略分成两块。第一块是「人的成本」——演员片酬、导演、编剧(体现为 IP)——这些是直接生产流量的环节,砍这部分等于砍自己的收入大头。
第二块是「人以外的成本」:场景美术、服化道、后期特效、远景群演调度、外景拍摄,甚至是剧本故事本身。这些都是让流量演员「被看见」的基础设施。
AI 在第二块确实有替代空间,主打一个极致的降本增效。可以虚拟背景省掉实景搭建,辅助后期特效降低人力成本,填充远景人群省掉几百号群演的调度费。这些都在发生,而且会加速。
但男二女二等等配角,并不是属于「基础设施」的范围内。
配角是流量的上游
配角在影视制作中承担的角色,远比「画面里多一个人」复杂得多。
首先是表演的物理需要。演员不是对着镜头独白的,而是需要对手给情绪、给节奏、给眼神交流的锚点。把配角全换成后期 AI 合成,那就意味着主演要对着空气演。任何有过片场经验的人都知道,对着绿幕和对着真人,给出来的东西差别巨大。这不是技术进步能弥合的,这是表演方法论的基本问题。
其次是人才储备的问题。今天的男二女二就是明天的男一女一。赵丽颖从配角变成《花千骨》的主心骨;杨紫从童星开始,一路演了无数角色才走到了《香蜜沉沉烬如霜》。
整个流量生态的运转,需要一条持续输送新面孔的管线。艺人从小角色开始,逐步为大众所知,然后成为可以「扛剧」的新顶流。
把男二以下全换 AI,等于掐断了这条管线。三到五年后,现有顶流式微、新人断档,平台自己的流量池就会枯竭。
最后还有观众预期管理的问题。大家看真人剧就是冲着「真人」来的,一个 AI 配角稍微不对劲,比如表情延迟、眼神空洞、动作不够自然,会被观众放到最大。
▲ AI 真人剧
动画和漫剧的观众可以接受非真实的角色,因为预期本来就不同。但在真人剧里掺 AI 角色,观众的忍耐阈值极低,穿帮风险极高。
现成的例子就摆在那。去年好莱坞冒出了第一个「AI 演员」Tilly Norwood,由英国制作公司 Particle6 打造,号称要开辟 AI 表演的新纪元。
结果呢?演员工会和整个行业几乎一边倒地反弹,至今没有任何一部正经影视作品真的在用她。上周她发布了出道以来的第一个「作品」——一支 MV《Take the Lead》,AI 生成的面孔唱着,动捕辅助下,她的动作和表情夸张到有些狰狞。
效果嘛,Gizmodo 的标题说得最直白:「糟透了」。一个被砸了重金包装、配备了专业团队的 AI 演员,折腾了大半年,交出的成绩单是一支被群嘲的 MV。这大概是「AI 替代真人演员」这条路最诚实的进度报告。
尽管好莱坞的示范,效果不怎么样,依然有跟风学样的。昨天,耀客传媒官宣了两名「赛博演员」——秦凌岳和林汐颜,开通了社交账号,并官宣两人将主演 AIGC 剧集《秦岭青铜诡事录》,计划 4 月上线。
网友:不敢睁开眼,希望是我的幻觉。
AI 在影视行业真正替代的是什么?
答案其实已经摆在那了,AI 最能够发挥作用的,是「其它环节」。
AI 生成虚拟场景,替代实景搭建和外景拍摄。AI 辅助后期合成和视觉特效,降低制作周期和人力成本。AI 填充远景大场面的人群——注意,是远景,是观众根本不会仔细看脸的那种镜头。AI 辅助剧本开发和分镜预览,加快前期筹备效率。
这些都指向同一个方向:平台的理想状态是「一个顶流演员 + 最低成本的一切其他东西 = 最高利润率的内容」。
AI 是实现这个理想的工具,它压缩的是「其他东西」的成本,不是替代顶流演员本身,也不会是潜在可以成为顶流的那些配角们。
相比于 AI 会不会替代真人演员的时候,一条真正的新赛道已经悄悄跑起来了:AI 原生内容。
AI 漫剧、AI 短片、AI 互动叙事——这些内容从一开始就没有真人参与。观众点进去的时候就知道「这不是真人演的」,心理预期完全不同,不存在恐怖谷的问题。创作者用 AI 工具一个人就能完成从编剧到成片的全流程,制作门槛断崖式下降。
▲ AI 短片《霍去病》
这才是 AI 对影视行业真正的冲击点。它不是在旧赛道里替代谁,而是在旧赛道旁边开了一条新路。
所以,与其担心 AI 抢走演员的饭碗,不如关注 AI 正在另起炉灶。真人影视一时半会人还不会消失,只要人类观众还愿意为人类演员的表演付费,这门生意就转得下去。
但 AI 原生内容正在创造一个全新的市场,一个不需要片场、不需要群演、甚至不需要演员的市场。
那才是真正的变局。而它已经开始了。
爱 爱范儿 @Selina
One Sentence Summary
This article deeply analyzes the controversy surrounding AI replacing supporting actors in film and television, highlights the irreplaceability of "humans" driven by traffic-based business models, and reveals that AI's true impact lies in reducing infrastructure costs and pioneering new tracks for AI-native content.
Summary
Recent rumors about "replacing all supporting actors with AI" have sparked heated debate. Analyzing the monetization logic of streaming platforms, the article points out that core revenue is driven by the traffic generated by stars, making "humans" more irreplaceable than "content." It argues that AI struggles to fully replace supporting actors for three reasons: the physical necessity of human interaction in performance, the disruption of talent development pipelines, and low audience tolerance for the "uncanny valley" in live-action dramas. The author contends that AI's true value in the industry currently lies in compressing "non-human" infrastructure costs, such as set construction and post-production VFX. The real industry shift isn't a simple replacement within existing models, but the rise of "AI-native content"—such as AI-generated comics and short films—which operates entirely outside traditional studio logic and is quietly reshaping the market.
Main Points
* 1. The monetization logic of film and TV platforms determines that stars are more irreplaceable than content.
Subscription fees and ad revenue are highly dependent on the buzz and traffic generated by stars; content often serves merely as a vessel for these stars, so platforms are unlikely to easily cut off their core traffic sources.
* 2. Supporting actors are the physical anchors of performance and the pipeline for future talent.
Live performances require emotional feedback from scene partners, and today's supporting actors are tomorrow's A-listers. Replacing them entirely with AI would lead to a decline in performance quality and a gap in the industry's talent pipeline.
* 3. AI's true role in the film and TV industry is as an ultimate tool for cost reduction and efficiency.
AI excels at replacing infrastructure costs like set construction, post-production VFX, and background extras, aiming to maximize profits through a 'top-tier star + lowest-cost support' model.
* 4. AI-native content is the true game-changer, independent of the traditional film and TV track.
AI comics and short films are explicitly non-human from the start, avoiding the uncanny valley effect while creating entirely new market demand through low barriers to entry and full-process automation.
Key Quotes
* In the platform's monetization logic, content is far more replaceable than people. * Today's supporting actors are tomorrow's leads... replacing everyone below the lead with AI is equivalent to cutting off this pipeline. * AI is the tool to achieve this ideal; it compresses the costs of 'other things,' not the top-tier actors themselves. * It's not replacing anyone in the old track; it's paving a new path alongside it.
AI Score
82
Website ifanr.com
Published At Today
Length 2276 words (about 10 min)
Tags
AI Film & TV
AIGC
Traffic Economy
Virtual Actors
Industry Analysis
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