3 6 Ke·2025-08-12 00:56Core Insights - The article discusses the competitive landscape of AI-generated video technology, focusing on Kuaishou's Keling AI and ByteDance's Jimeng AI, highlighting their differing technological approaches and market positions [1][10]. Group 1: Company Strategies - Kuaishou emphasizes its commitment to AI strategy, aiming to build a community-based AI content and commercial ecosystem [1]. - Keling AI launched its 1.0 platform in June 2022, two months ahead of Jimeng AI, giving it a first-mover advantage [3]. - Keling AI's 2.1 version significantly reduced the cost of generating a 5-second video to 3.5 yuan, a 65% decrease from the previous version [10]. Group 2: Technological Comparison - Keling AI utilizes a Sora-like technology route with a DiT architecture, enabling high-quality video generation at 1080p and 30fps [3]. - Jimeng AI's Seedance 1.0 model, released in June 2023, can generate 5 seconds of 1080p video in as little as 41 seconds [4]. - Keling AI's strengths include cinematic video quality and advanced motion modeling, while Jimeng AI excels in flexibility and speed [6][7]. Group 3: Market Position and User Base - Keling AI has a user base of approximately 45 million, with a significant portion being overseas users, and has achieved an annual recurring revenue (ARR) exceeding $100 million [13]. - Jimeng AI's monthly active users reached 893,000, indicating a focus on rapid expansion among ordinary users [14][16]. - The article suggests that Keling AI's focus on professional users may lead to higher revenue potential compared to Jimeng AI's broader user base strategy [16].