Core Viewpoint - The article highlights a pivotal moment in the technology revolution, presenting an opportunity for smaller players to overtake industry giants as AI technology matures and shifts towards vertical applications rather than pure technical advancements [2][9]. Group 1: AI Technology and Market Dynamics - The release of GPT-5 by OpenAI was met with disappointment, indicating a slowdown in pure AI technology innovation [4][5]. - In contrast, Keep announced profitability in July 2025, achieving its goal of turning losses into profits ahead of schedule, which led to a significant stock price increase [6][7]. - The juxtaposition of these events suggests that while AI technology is evolving, the focus is shifting towards practical applications in specific industries [9][10]. Group 2: Competitive Landscape - As competition intensifies, companies must not only excel in technology but also in understanding user needs and effective marketing strategies [11]. - The AI landscape is becoming increasingly competitive, with opportunities for established players and agile newcomers to thrive [12][16]. - Companies that have deep vertical expertise, operate in industries suitable for AI transformation, and are proactive in AI adoption are likely to gain more attention [19][20]. Group 3: Keep's Strategic Positioning - Keep has established itself as a leader in the fitness technology sector, addressing the complete consumer journey from awareness to equipment and community engagement [22]. - The company has made significant investments in AI, launching Kinetic.ai and the AI coach Kaka, which personalizes training plans based on user needs [26][27]. - Keep's focus on AI has led to improved operational efficiency and a better business structure, contributing to its recent profitability [32]. Group 4: Future Potential of AI in Fitness - AI is expected to enhance both the quantity and quality of content offered by Keep, allowing for the inclusion of previously underrepresented sports [37][38]. - The shift from content delivery to personalized coaching through AI could significantly increase user engagement and willingness to pay, potentially raising ARPU significantly [39][43]. - Future developments may include specialized AI coaches for various sports, further expanding Keep's service offerings and revenue potential [44][46]. Group 5: Conclusion on AI's Role - AI is positioned not merely as a lifeline for Keep but as a new engine for growth, illustrating the unpredictable nature of business success and the potential for innovation beyond traditional tech companies [48].

Core Viewpoint - The AI industry is characterized by the need for substantial funding, resources, and a deep understanding of specific verticals to create valuable applications, especially for companies serving B-end clients [1][2][3] Group 1: AI Application and Market Dynamics - Companies must focus on deep and vertical applications of AI, as structural opportunities exist in specialized markets [3] - The integration of AI into traditional industries requires a nuanced understanding of compliance and operational challenges, particularly in the financial sector [3][5] - AI-driven platforms like Qifu Technology have successfully built knowledge graphs and intelligent systems to meet the specific needs of financial institutions [5][6] Group 2: Data and Technology Integration - Qifu Technology has established connections with 163 financial institutions and 268 million registered users, leveraging data to enhance decision-making processes [5][19] - The company’s credit super-intelligent system exemplifies the integration of high-quality data and advanced technology to improve risk control and compliance in finance [5][19] - The emphasis on technology and data-driven solutions is crucial for AI companies to maintain competitiveness and adapt to market demands [6][18] Group 3: Talent and Workforce Dynamics - The demand for hybrid talent, who understand both technology and finance, is increasing in the financial sector, as evidenced by the growth in tech personnel at banks [11][12] - Companies that foster a culture of continuous learning and adaptation to technological changes can alleviate employee anxiety regarding job displacement by AI [14][18] - The implementation of a "stay vigilant" mindset within organizations is essential for navigating the evolving landscape of AI and maintaining employee engagement [8][13] Group 4: Financial Stability and Strategic Direction - Financial stability and a clear strategic direction are fundamental for AI companies to avoid revenue anxiety and focus on research and development [16][18] - The AI industry is not solely about creating general-purpose models; instead, success lies in accumulating specialized data and expertise within vertical markets [18][19] - The combination of general frameworks with vertical modules is becoming a consensus in the AI sector, emphasizing the importance of niche expertise [18]