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阿里巴巴,投出AI视频生成赛道最大单笔融资|36氪独家
36氪·2025-09-10 23:54

Core Viewpoint - The article highlights the rapid growth and potential of the AI video generation industry, exemplified by the success of AiShi Technology, which recently secured over $60 million in Series B funding, marking the largest single financing in the domestic video generation sector [4][5]. Group 1: Company Growth and Performance - AiShi Technology's product, PixVerse, has surpassed 100 million global users, a significant increase from 60 million just four months prior [5]. - The company's subscription revenue has already covered its costs, indicating a successful commercialization strategy [6]. - Kuaishou's financial report shows that its AI video generation segment, Kuaishou KlingAI, generated over 250 million yuan, accounting for 4.8% of its total revenue in Q2 2025 [7]. Group 2: Market Challenges and Strategies - A year ago, the AI video generation sector faced skepticism due to the entry of major players and concerns over return on investment (ROI) [8]. - AiShi's CEO emphasizes the importance of not blindly expanding or scaling models, focusing instead on product capabilities for growth [16][17]. - The company has successfully reduced video generation time from minutes to seconds while maintaining quality through innovative training techniques [21]. Group 3: User-Centric Approach - AiShi's strategy involves catering to ordinary users by providing low-barrier AI video creation tools, which has proven effective in user acquisition [9][20]. - The introduction of the "Agent Creation Assistant" allows users without video creation experience to easily generate videos using templates [12]. - The company prioritizes user growth, retention, and community engagement, recognizing that 95% of video creation needs remain unmet [34][38]. Group 4: Future Outlook and Industry Trends - The competitive landscape in the video generation sector is shifting towards product differentiation rather than merely replicating existing models [32]. - AiShi aims to position itself as a "Canva" for video generation, targeting the mass market while other products cater to professional creators [35]. - The article suggests that the video generation industry is still evolving, with significant opportunities for companies that can effectively cover costs and expand user bases [39].