下一个伟大的故事
不会是 90 分钟。
The next great story
will not be
90 minutes long.
电影，另一种形式。 Cinema, in another form.
短视频
就是新的电影。Short-form is
the new cinema.
A24 用观众能感受的故事在票房上跑赢传统大片厂。但大部分短视频是垃圾。品味市场是开阔的。 A24 outpaces studios with stories audiences feel. But most short-form is slop. The taste market is wide open.
电影级结构Cinematic structure
钩子 · 张力 · 回报。让 A24 伟大的三幕剧 — 现在浓缩到 90 秒。Hook · tension · payoff. The three-act spine that made A24 great — in 90 seconds.
情感胜于精致Emotion over fidelity
观众一直奖赏的是情感。AI 抬高下限，品味抬高上限。Audiences reward feeling, not polish. AI raised the floor; taste raised the ceiling.
算法是诚实的The algorithm is honest
留存率是新的票房。每条作品都即时告诉我们什么打动了观众。Retention is the new box office. Every post tells us, instantly, what landed.
一部 90 秒的电影，由 AI 制作 — 但有 90 分钟电影的力量。 A 90-second film, made by AI — that lands like a 90-minute one.
工具就绪。Talent 就绪。
窗口期开了。Tools ready. Talent ready.
The window is open.
AI 跨过质感门槛AI crossed the quality threshold
Sora、Veo、Seedance 首次达到电影级质感。AI 不再只是 plausible，而是 cinematic。Sora, Veo, Seedance hit usable cinema quality. AI is no longer just plausible — it's cinematic.
中国动画世界级质感World-class craft, fraction of cost
《哪吒 2》全球票房 7 亿美元+。中国动画十年时间证明了世界级 craft。Ne Zha 2 hit $700M+ worldwide. A decade of Chinese animation has proven world-class craft.
AI + 中国动画 talentAI + Chinese animation talent
中国 animator 月薪是好莱坞 1/5。加上 AI 工具，单分钟成本下降到原来 1/20。Chinese animators earn 1/5 of Hollywood. With AI, per-minute cost falls to ~1/20.
不是 60 秒。
是 15 集 × 90 秒。Not 60 seconds.
15 episodes × 90 seconds.
A 15-episode short cinema, not a one-off clip.A 15-episode short cinema, not a one-off clip.
15 × 90 秒 = 约 30 分钟 = 一部短片的体量，一集竖屏的呼吸。 15 × 90 sec = ~30 min = the scope of a short film; the breath of a vertical episode.
STRUCTURE
三幕剧 → 15 个钩子Three-act spine → 15 hooks. 每集独立，整体成 arc。Each episode stands alone. Together they make an arc.
ECONOMICS
短剧的产品逻辑，Short drama's product logic, Oscar-short craft. 可以拆成集，可以剪成片。Splits into episodes, cuts into a film.
RETENTION
Episode 1 钩住，15 集 LTVHook in EP 1. 15 episodes of LTV. 比 single video 高 ~8x。~8× the LTV of a single video.
我们从哪里开始。Where we start.
写给孩子的
第一堂电影课。A child's first
film class.
不只是数学。是 courage、好奇心、共情。
孩子要的是故事，父母愿意为质感付费。Not just math. Courage, curiosity, empathy.
Kids want stories. Parents pay for quality.
不灌输知识。点燃好奇。Don't push facts. Ignite wonder.
STEM + 品格STEM + character
数学、生物、物理、逻辑 + courage、共情、好奇心、正直。Math, biology, physics, logic + courage, empathy, curiosity, integrity.
15 集叙事弧15-episode arc
像皮克斯迷你剧 —— 一个 arc 拆成 15 集竖屏短片。Pixar-mini-series style — one arc, 15 vertical short episodes.
父母 willingness to payParent willingness to pay
教育内容父母愿意付费。CPM 是 entertainment 的 5-10x。Parents pay for educational content. CPM 5-10× entertainment.
观众不只是
在看的故事。
他们在感受。Stories audiences
don't just watch.
They feel.
家庭、事业、爱情。期望、义务、独立。
沉默的精疲力尽。Family, career, love. Expectation, obligation, independence.
The quiet burnout.
《过往人生》的情感语汇 — 以算法的速度。The emotional vocabulary of Past Lives — at the speed of the algorithm.
期望。义务。Expectation. Obligation.
做一个好女儿的重量。The weight of being the good daughter.
野心 vs. 时间线Ambition vs. timeline
独立 vs. 传统。沉默的精疲力尽。Independence vs. tradition. The quiet burnout.
心碎。身份。Heartbreak. Identity.
在文化要求你不要的时候，选择自己。Choosing yourself when your culture asks you not to.
成年人也需要
被故事看见。Adults need
to be seen
by stories too.
普世主题，不分国界 — 故事是 therapy，是 connection，是 belonging。Universal themes, no borders — story is therapy, connection, belonging.
当你说出我没敢说的话，我就把它发给所有朋友。When you say what I didn't dare say, I send it to all my friends.
心动。心碎。Falling. Breaking.
长大后的失去与寻找。The losing and finding of adulthood.
野心、迷茫、坚持Ambition, doubt, persistence
20-30 岁的精神坐标。The mental coordinates of your 20s and 30s.
代际、和解、传承Generations, reckoning, inheritance
东方文化里最沉重也最温暖。The heaviest and warmest weight in Eastern cultures.
身份、社群、少数Identity, community, minority
在快变的世界里找到自己。Finding yourself in a world that won't sit still.
我们不替代 A24。
我们让世界更宽。We don't replace A24.
We make the world wider.
A24 / Netflix / 短剧 / 爆米花电影共存 — 观众想要的是 quality 的多样性，不是少。A24 / Netflix / short drama / popcorn — they coexist. Audiences want diverse quality, not less.
90 分钟
每年 ~10 部 Theatrical + streaming
90 minutes
~10 films / year
45 分钟+
每年 ~500 部 Global long-form
45 min+
~500 / year
90 集 × 1 分钟
爽感导向 Vertical episodic
90 ep × 1 min
Dopamine-driven
15 集 × 90 秒
品质 + 算法 Vertical short cinema
15 ep × 90 sec
Quality + algorithm
好故事永不过时。它只是不断换上新的形式。 A great story never goes out of style. It just keeps changing form.
品味就是新的护城河。Taste is the new moat.
任何人都能调用 AI 模型。但几乎没人知道，什么样的故事能让拇指停下来。Anyone can call an AI model. Almost no one knows what story will make a thumb stop scrolling.
策展型叙事库Curated narrative library
一个由 A24 风格训练的叙事弧、钩子与情感触发器语料库。其他人没有的品味数据。An A24-trained corpus of arcs, hooks, and emotional triggers. The taste data nobody else has.
留存优先的叙事Retention-first storytelling
大多数创作者为工艺设计。我们为观看时长设计。不同的目标函数，不同的产出。Most creators design for craft. We design for watch time. Different objective, different output.
复利循环Compounding loop
每一条视频都让模型更锋利。每一位观众都是一票。我们跑得越久，越难被复制。Every video sharpens the model. Every viewer is a vote. The longer we run, the harder we are to copy.
三种人才的
稀缺交集。The rare intersection
of three talents.
懂艺术电影的不懂产品逻辑。懂产品的不懂叙事弧。懂中美桥梁的不懂内容。我们三件都懂。Cinema people don't get product. Product people don't get arcs. Bridge people don't get content. We get all three.
电影人出身。懂 narrative arc、character、pacing —— A24 / Past Lives 级 cinema craft。Filmmakers by training. Narrative arc, character, pacing — A24 / Past Lives level cinema craft.
TikTok 内部经验。懂竖屏 storytelling、留存、virality、CPM —— 短视频产品逻辑。TikTok from the inside. Vertical storytelling, retention, virality, CPM — short-form product logic.
双语 + 双文化。懂中国 talent ecosystem，懂美国 / 全球 audience。能 translate cross-cultural impact。Bilingual, bicultural. We know the China talent ecosystem. We know the US / global audience. We translate cross-cultural impact.
不在硅谷，不在好莱坞，不在北京。在三者交集的那个点。 Not Silicon Valley, not Hollywood, not Beijing. At the point where all three meet.
两位创始人。
同一个电影品味。Two founders.
One cinema taste.
戛纳，2025。
电影人，在场。
Cannes, 2025.
Where filmmakers gather.
我们不是从外部观察这个行业 —
我们就在其中。
We don't watch this industry from the outside —
we're in it.
Katherine Ruihong Liu
电影人 · 编剧 · TikTok 战略 · BCG · Wharton + Columbia MBAFilmmaker · Screenwriter · TikTok Strategy · BCG · Wharton + Columbia MBA
- Wharton 本科 — 商业 + Cinema Studies 双修Wharton undergrad — Business + Cinema Studies double major
- Columbia MBA + MFA 制片课程 — 商业与电影双重训练Columbia MBA with MFA classes — business and cinema, both trained
- BCG 战略咨询 — 行业分析与增长策略BCG strategy consulting — industry analysis and growth
- TikTok 战略 — 竖屏叙事、留存与 virality 的内部经验TikTok Strategy — vertical storytelling, retention, virality from the inside
- 编剧训练 — 叙事结构与人物塑造Screenwriting trained — narrative structure and character
- 对核心受众的亚洲女性视角Asian female lens on the wedge audience
Hang Yu
电影创作者 · 编剧 · Stanford GSB · Wesleyan · 前投行Filmmaker · Screenwriter · Stanford GSB · Wesleyan · ex-Investment Banker
- Wesleyan 本科 — Film Studies + Economics 双修Wesleyan BA — Film Studies + Economics double major
- Stanford GSB MBA — 商业与增长策略Stanford GSB MBA — business and growth strategy
- 编剧训练 — 叙事结构与人物塑造Screenwriting trained — narrative structure and character
- 投资银行经验 — 财务严谨与规模化思维Investment banking — finance rigor and scaling mindset
- 资本运作与机构关系 — 融资与战略合作Capital strategy and institutional relationships
- 与创始人共享创意语言与电影品味Shared creative vocabulary and cinema taste with co-founder
下一部伟大的电影，
会从一段短片开始。
The next great film
will begin as a short.
它会从 90 秒开始。它会变得更大。 It will start as 90 seconds. It will end up bigger than that.
加入我们JOIN US →无论你是投资人、创作人才，还是相信 quality storytelling 的观众 Whether you're an investor, a creative talent, or a believer in quality storytelling
reverie.ai.co@gmail.com