AI视频大战升级：Sora“神话”被打破？国产模型加速商业化落地

Core Insights - The article discusses the launch of "New World Loading," the world's first AI unit story collection, produced by Kuaishou's Keling AI and Xingmang Short Drama, showcasing the potential of AIGC (AI-Generated Content) in the short drama industry [1][2] Industry Overview - AIGC is reshaping the production processes across various industries, particularly in short dramas, which are experiencing rapid market growth. AI-generated content can significantly reduce special effects costs, especially for genres like science fiction [1][4] - The short drama production sector is one of the fastest-growing content types in China, with substantial opportunities for AI applications [4] Company Developments - Keling AI has completed over 20 iterations of its product since its launch in June last year, with a global user base exceeding 22 million. The new 2.1 series model was launched in May 2023, expanding AI's application in professional film production [5][6] - Competitors such as Jiemeng AI and Sora are also evolving, with Jiemeng AI achieving significant user growth, reaching 30.65 million monthly active users in May 2023, a 39.86% increase [5][6] Technological Insights - The AI content creation process is complex and often slower than traditional filmmaking, requiring creators to navigate high uncertainty in model algorithms [3] - AI technology has shown promising results in enhancing visual effects and character modeling, achieving 60-70% of traditional production quality in just 1/10 of the time [3] Financial Performance - Keling AI's revenue exceeded 150 million yuan in Q1 2025, with an annualized revenue run rate surpassing 100 million USD by March 2023. Monthly revenue has consistently exceeded 100 million yuan in April and May 2023 [6] - Keling AI's pricing strategy offers competitive advantages, with costs for producing videos at 3.5 yuan for 5 seconds, significantly lower than competitors [6]