Guan Cha Zhe Wang·2025-06-29 07:46Core Insights - The article discusses the premiere of the world's first AI-generated anthology series "New World Loading" produced by Kuaishou's Keling AI and Xingmang Short Drama, showcasing the potential of AI in creative storytelling [1][3]. Group 1: Production and Content - "New World Loading" consists of 7 short episodes covering diverse genres such as science fiction, fantasy, absurd comedy, and history, with a total runtime of 180 minutes, making it the largest AIGC (AI-Generated Content) series known in the industry [3]. - The episodes include themes like redemption in "Good Dream," the relationship between humans and nature in "Tiger and Traveler," deep paternal love in "Martin Syndrome," satire on blind confidence in progress in "Cosmic Intestine," human desires in "Peach Blossom Source," historical war revelations in "Unforgivable," and the boundaries of technology in the AI era in "I Am Hesitating" [3]. Group 2: Technological Advancements - Keling AI has undergone over 20 iterations since its launch, rapidly establishing itself among the top-tier global video generation models, with a focus on improving model quality and introducing innovative features [7]. - The latest version, Keling AI 2.1, offers better understanding of user input and generates more stable and accurate video content, indicating significant advancements in AI capabilities [5][7]. Group 3: Financial Performance - Keling AI's annual recurring revenue (ARR) has surpassed $100 million, with Q1 2025 revenue exceeding 150 million yuan, which is greater than the total revenue from July last year to February this year [7]. - Morgan Stanley reported that Keling AI's annualized revenue run rate exceeded $100 million as of March 2025, while Goldman Sachs projects revenue to exceed $120 million in 2025 [7]. Group 4: Market Position and User Base - Approximately 70% of Keling AI's revenue comes from prosumers (professional consumers) who have both personal creative needs and commercial monetization goals, creating a stable subscription base [10]. - Keling AI offers API services to over 10,000 enterprise clients across various industries, including professional creative platforms, advertising, film animation, and gaming, with a high renewal rate among enterprise customers [10]. Group 5: Future Prospects - The company plans to continue investing in AIGC micro-short dramas, aiming to address capacity and creativity bottlenecks in the industry and move towards large-scale applications [11]. - The director emphasizes that the journey of AI in storytelling is just beginning, with expectations for deeper narrative structures and more scientific AI production systems in the future [11].