Earlier quoted context omitted.
My opinion is that unless there is some insane breakthrough in power efficiency with video generation, or if energy costs go down to zero, there is no way such a thing actually becomes profitable at the scale of scrolling TikTok. It is far more power efficient (and cheaper) to have people post their own content.
I'm not sure you need a 'breakthrough', just many incremental improvements will do the trick. We are also getting better at producing cheap power. For example thanks to intermittent sources like solar and wind, in many places electricity often becomes free in wholesale markets some times of the day. AI generation (including video) currently takes at least a second, and users expect that delay. So that means inference…
Power needs to be given away or people paid to take it is more of a function of limited storage abilities and limited ability to scale down rather then generating unlimited power. The free power is an issue with how the system is built (and the type of power source) rather than a sign of success. The same area has to import power at higher costs when the sun or wind isn't as powerful.