盖坤访谈：赢在判断与时机，可灵AI仍在全球市场加速前行

Core Insights - The capital market is shifting its focus from model performance to the commercialization and scalability of AI capabilities, particularly in the context of generative text, image, and video technologies [1][4] - Kuaishou has rapidly transformed its strategy towards AI, with its product Keling making significant strides in the global market over the past 18 months [1][7] Group 1: Kuaishou's AI Strategy - Kuaishou's AI application, Keling, has become the highest-grossing graphics and design app on iPhones in South Korea and Russia, and ranks in the top ten in several other markets including the US, UK, Japan, Australia, and Turkey [3][7] - The company expects Keling's commercial revenue to reach $140 million by 2025, with its stock price having surged 88% over the past year, making it a notable player in the AI sector [3][7][11] - Keling has accumulated 60 million users, and its brand recognition is increasing outside of China, contributing to accelerating sales growth [7][11] Group 2: Competitive Landscape and Future Outlook - Kuaishou's approach to AI differs from competitors like OpenAI and Alibaba, as it avoids the costly race to build general-purpose foundational models, instead operating Keling like an internal startup with a distinct profit and loss structure [13][14] - The company aims to establish a content platform focused on AI-native videos, predicting a paradigm shift in how consumers engage with AI-generated content within the next one to three years [8][13] - Keling's latest model, O1, has received positive feedback for its ability to handle text, image, and video prompts, showcasing the company's technological maturity and creative freedom for users [12][15]