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This is the fifth episode of Stolen Chat. Jasmine graduated from an Ivy League university in the US, spent the past six or seven years helping Chinese consumer brands go to Southeast Asia, and has been deeply involved in the content industry — investing in one of China's top-tier IPs, and this year jumping into the frontlines of AI + film production.

This episode wasn't about technology. It was about people. Jasmine discovered that the tech world and the creative world hold two extreme positions on AI — but privately, both sides are contradicting themselves. She sits in the middle as mediator, pressing people who can't stand each other into the same room. She says the hardest problem in the AI era isn't technical. It's human.

The two 90-percents

While sourcing AI content generation teams, Jasmine asked every founder the same question: can AI replace content creators?

About 90% of tech founders told her: directors and screenwriters will no longer be needed. Everything can be done by technology. They were supremely confident.

Ask the creators, and 90% — even 95-99% — said: AI is nothing. Self-expression, storytelling — only humans can do that. Technology can't replicate it.

But privately, neither side lives by what they preach. When Jasmine reviewed work from "fully AI-generated, no human intervention" tech teams, she'd ask: "Is this really made with zero human involvement?" They'd admit they still heavily relied on people to calibrate and control the storytelling. And those directors and screenwriters who publicly dismissed AI? Privately using it to write scripts and generate pre-production concepts.

Both sides are lying to themselves. Her job is to get everyone past the posturing and into the same room to actually work together.

"80s feelings" — Her job is Chinese-to-Chinese translation

Tech teams think creative people are vague and impractical. Directors say things like "the vibe isn't right" or "this isn't the feelings I want," and engineers are baffled.

A real example: a director said he wanted "80s feelings." The engineer's response: "So you want me to add a retro filter?"

The director's creative pride kicked in — the engineer just doesn't get it. But what Jasmine can do is visualize — take the director's abstract sense and make it concrete: 80s feelings from mainland China, Hong Kong, or America are completely different visual languages. Which one? Once the tone is set, lighting is one piece, the characters' spiritual state is another, facial expressions another.

What she does is "Chinese-to-Chinese translation" — taking a creator's abstract expression and converting it through visualization and quantification into something a tech team can actually build toward.

Generation vs. creation — a subtle but critical distinction

Jasmine has been doing writing exercises, comparing her own work against AI output. Her conclusion: for now, AI is "generating," not "creating."

Give AI a prompt with full context and it can expand, it can continue a narrative based on what you've fed it. But it follows existing material and training data. It generates. It doesn't create.

She verified this by forcing herself to watch AI-generated comic dramas that are performing well in clicks. She could keep watching, but what engaged her was plot progression — like listening to audiobooks as a kid. She wasn't moved by the visual storytelling itself.

Traditional directors use wide-medium-close shot transitions, lighting, camera angles — you can empathize with characters beyond just the plot. Current AI comic dramas can't achieve that interactive process.

"Using the word 'replacement' at this stage is genuinely premature."

Intervention, influence, replacement — three very different words

Jasmine draws precise lines between these three concepts.

Replacement — she disagrees. AI can't tell a story well yet.

Influence — her ideal state. AI does information gathering during project initiation, concept design during pre-production, process optimization during shooting. It exists as a facilitator. The final decision-maker is still the creator.

Intervention — the negative example. She described a manga adaptation project where Korean comics needed localization with redesigned world-building and values. The team used AI to assist, but the AI's training data was Western-centric, creating major conflicts with the creator's vision.

The young team, strong on internet instincts, pushed back: "AI represents the majority feedback from users, and it disagrees with my idea. What do I do?"

Jasmine's judgment was clear — internal consistency matters. If your premise, development, and conclusion have logic, that's enough. But the team got stuck between their own instincts and AI's majority-vote feedback. A project that shouldn't have taken long got dragged out because AI's participation extended the pre-production phase.

The hardest problem in AI isn't technical — it's human

Managing the fragile ego of artists is part of Jasmine's job. In this wave of AI disruption, the problem isn't the technology.

Creators' resistance to AI isn't a rejection of technology — it's fear of being replaced. When you discuss problems from a place of fear, you're not focused on the problem itself. You're self-protecting. People reflexively argue back, reflexively dismiss.

Her method is incremental. When AI teams and content teams sit together, she strictly prevents the conversation from sliding toward "can AI take over human roles." Focus on small tasks — start with a specific product concept, let AI provide some directions, let the team discuss on top of that.

A real case: an IP's product design team initially insisted on making extremely hardcore, precision-crafted, high-ticket collectibles. But through iterative exchange with AI, they realized this would only satisfy a tiny circle of die-hard fans, while ignoring the emotional assets the IP had accumulated over years — how could ordinary users participate in the IP's story in an immersive way?

AI didn't propose this direction. But AI's imprecise suggestions helped the team identify what they should actually be doing. Most critically — everyone saw that AI genuinely can't do everything, and the creators' anxiety dissolved.

China's IP industry skipped the hand-crafted phase

Jasmine says China's IP development and operations are still at a very premature stage.

"Learn from Disney, learn from Pixar, learn from Marvel" — people have been saying this for years, but China hasn't produced a truly long-lived IP with real vitality. The difference with the US and Japan is that those legacy studios all went through a raw, hand-crafted stage. Japan is still hand-crafting. China basically skipped that phase and jumped straight into AI-assisted production.

AI's biggest help to her personally: she'd always wanted to do IP operations but felt she had more important business to handle. Now AI can visualize the blurry images in her head, reducing initial costs and lowering the decision threshold. She no longer needs to mobilize an entire design team to sketch her ideas.

Still investing in people — but with one new dimension

As an investor, some of Jasmine's criteria are changing. Others aren't.

What's changed: she no longer wants to invest in projects with 3+ year production cycles and 5+ year payback periods. When she was younger and the economy was booming, you could throw big money at big IPs without worrying. Now the entire industry is quietly shrinking project sizes and shortening payback windows.

What hasn't changed: she still invests in people. "The value of content is permanent. What changes is the medium and the vehicle." She's been through print media, the self-media explosion, film and TV, short dramas and comic dramas, and now AI-generated content. Every phase produced winners. Not because they chased formats — because they believed in people.

But now she evaluates creators with one additional dimension: beyond storytelling ability and attitude toward their work, she looks at their attitude toward technology, their learning capacity, and their ability to collaborate across different teams.

"I know a bit of everything — that's my core competency"

Jasmine is a pure liberal arts person. Double major — International Relations and Economics. But everything she's done — going overseas, consumer brands, content investment, IP operations — is the work closest to people.

In her twenties, she felt insecure about not having a "solid skill." Now her answer is different.

"I know a bit of everything. Being a connector and mediator — that's my core competency."

Her advice for liberal arts students: don't trap yourself in the arts-vs-science label. That division is man-made. Cross-disciplinary ability is the strongest asset in this era. Ground yourself in your own field, then branch out — see how your expertise can connect to other industries. That connection itself is the biggest opportunity for liberal arts people.

这是「离线时间」第五期对话。Jasmine,美国常青藤大学毕业,过去六七年帮中国消费品牌出海东南亚,同时深耕内容产业——投过国内顶流大IP,今年开始深度参与这个大IP的运营开发,把自己扔进了AI+影视的一线战场。

这期没聊技术,聊的是人。Jasmine发现技术圈和创作圈在AI这件事上的态度是两个极端,但私底下双方都在打自己的脸。她在中间做mediator,把互相看不顺眼的人摁到一张桌子上。她说AI时代最难的不是技术问题,是人的问题。

两个90%

Jasmine在sourcing AI内容生成团队的过程中问过每个创始人一个问题:你们觉得AI能不能替代内容创作者?

差不多90%以上技术出身的创业者会告诉她:以后不需要导演,不需要编剧,所有东西都是技术能实现的,他们对这件事非常自信。

反过来问创作者,90%甚至更高比例——95%到99%——会告诉她:AI现在什么都不是,自我意识的表达、讲故事的方式,只能人来做,技术实现不了。

但私下完全不是这样。她看那些"AI完全替代人为创作"的技术团队作品,一剪就问:"这全部是没有人为干预的吗?"对方会告诉她,其实非常需要人去校准,去把控讲故事的方式。而那些嘴上非常排斥AI的导演和编剧,私底下偷偷用AI写剧本,用AI生成前期concept。

双方都在打自己的脸。她在中间做的事,就是让大家摒弃成见,不要站在对立面上讨论项目。

"80年代的feelings"——她的工作是中译中

技术团队觉得内容创作者傻。导演会说"这个vibe不对"、"这不是我想要的feelings",工程师完全费解。

Jasmine举了一个真实的例子。前两天讨论内容,导演说想要"80年代的feelings"。工程师的反应是:你是要加一些复古的filter吗?

这时候导演的创作骄傲上来了——工程师不懂精。但Jasmine能做的是visualize——把导演说的那个抽象感受具象化:80年代内地的feelings、香港的feelings、美国的feelings,视听语言完全不一样,你指的是哪一种?确定基调之后,光线是一部分,人物精神面貌是一部分,神态表达是一部分。

她做的事叫"中译中"。把创作者抽象的表达,通过可视化、可量化的方式传递给技术团队,让他们理解最终视觉上呈现的到底是什么。

生成和创作,两个词之间有subtle的区别

Jasmine自己一直在做写作练习,会把自己写的东西和AI生成的放在一起比较。她的结论是:至少现在,AI还是在"生成",不是在"创作"。

你给AI一个prompt,把事情的来龙去脉告诉它,它可以做扩写,可以根据你给的前摇做后续创作。但它遵循的是已有的素材和语料库,它在生成,而不是创造。

这个判断有一个很具体的验证方式——她带着market research的心态硬看现在点击非常好的AI漫剧。她发现她能看下去,但engaged的是情节发展本身,像小时候听有声书——并不是她被视听语言打动。

传统导演有远中近景切换、光影运用、拍摄角度,你能在情节之外跟角色共情。现在的AI漫剧做不到这个交互过程。

"所以现在这个阶段用'替代'这个词,真的还是为时尚早。"

干预、影响、替代——三个词的区别

Jasmine特别精细地区分这三个词。

替代她不认同——AI很难讲好一个故事。

影响是她认为比较理想的状态——AI在立项阶段做information gathering,在筹备阶段做concept设计,在拍摄阶段做流程优化。它作为facilitator存在,最终的decision maker还是创作者。

干预是负面的例子。她讲了一个漫改项目——韩国漫画要本地化,需要重新设计世界观和价值观。团队用AI辅助做世界观调整,但AI的训练语料是以西方为主,给出的反馈跟创作者想法有很大冲突。

年轻团队网感很强,看重用户体验,反问她:AI代表的是大多数用户的反馈,和我的想法不一样,我该怎么办?

Jasmine的判断很明确——自圆其说是很重要的,你的起因经过和结果有逻辑性就可以了。但团队陷入了"自己想法和AI反馈的majority之间的纠结"。本来一个中剧的时长不应该花这么多时间,结果前期立项准备阶段被AI的参与拉长了。

AI时代最难的不是技术问题,是人的问题

Jasmine说管理艺术家脆弱的自尊心是她工作的一部分。这轮AI冲击,问题不在技术。

创作者对AI的抗拒不是对技术本身的rejection,是对"有一天会被替代"的恐惧。带着恐惧讨论问题,关注的就不是问题本身,而是自我保护。人会下意识反驳,下意识否定。

她的方法是循序渐进。AI团队和内容团队凑在一起时,她严格把控不让话题滑向"AI到底能怎么take over人的角色"这种宏观讨论。focus在小任务上——从一个具体的产品concept开始,让AI先给一些方向,团队在上面讨论。

一个真实的案例:这个IP的产品设计团队一开始坚持要做非常硬核、非常精密的高客单价收藏品。但在和AI反复来回的过程中,他们发现这只能满足很小一圈死忠粉,反而忽略了这个IP存续多年积累的情感资产——普通用户怎么能以沉浸式的方式参与到这个IP的故事里。

这个方向不是AI提出来的,但AI给出的不够精确的方向,帮团队确定了自己真正应该做什么。最关键的是——大家看到AI确实不是什么都能做,创作者的焦虑被消解了。

国内IP行业的真问题:跳过了原始手搓阶段

Jasmine说国内做IP开发和运营还处在非常premature的阶段。

"学Disney、学Pixar、学Marvel"说了多少年了,但国内没有真正跑出来一个有生命力的长线IP。和美国日本最大的不一样是——那些老牌公司工作室都经历过原始、手搓的阶段,日本现在也还在手搓。国内基本上跳过了原始手搓阶段,直接进入了AI介入的过程。

AI对她个人最大的帮助是——她一直想做IP运营但总觉得手头有更重要的业务。现在AI能把她脑子里模糊的画面可视化,初始成本降低了,决策门槛也降低了。

投的还是人,但多看一个维度

作为投资人,Jasmine的判断标准在变,也有不变。

变的是:她不再愿意投制作周期3年以上、回报周期5年以上的大项目。

不变的是:投的还是人。"内容的价值永远在,变的只是媒介和载体。"

但现在看创作者多了一个维度:除了讲故事的能力和对作品的态度,她会看这个人对技术的心态、学习能力,以及和不同团队打配合的能力。

我啥都懂点,这就是我的核心竞争力

最后Jasmine聊到文科生这个身份。她是纯文科生。大学双学位——国际关系+经济。

20多岁的时候她觉得没有solid skill是件很虚的事。现在她的答案是:

"我啥都懂点,做串联者和调停者,这就是我的核心竞争力。"

她给文科生的建议是:不要把自己困在文科理科的标签里。本身文科理科就是人为分出来的,跨学科的能力在这个时代最强。立足自己的专业,然后发散,看自己的专业能和哪些行业产生联系——这种连接本身就是文科生最大的机会。


This is an episode of「离线时间」Stolen Chat. If you're building in AI and thinking about going global, I'd love to hear from you.