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晚点独家丨快手可灵 AI 月活突破 1200 万,盖坤:用 AI 规模化产生好内容的临界点即将到来
晚点LatePost· 2026-01-22 08:35
Core Insights - The article highlights the rapid growth and investment potential of KuaLing AI, a video generation model under Kuaishou, which has seen significant user and revenue increases in recent months [4][11][12]. User Growth and Revenue - KuaLing AI's monthly active users (MAU) surpassed 12 million in January 2023, with a projected revenue of $140 million for 2025, significantly exceeding Kuaishou's initial target of $60 million [5][11]. - The app's paid user base grew by 350% month-over-month as of January 20, 2026, with a single-month revenue exceeding $20 million in December 2025 [11][12]. - Daily revenue in January 2026 is approximately 30% higher than the previous month [11]. Product Features and Market Position - The introduction of new features, particularly the Motion Control function, has driven user engagement and viral content creation, such as the "pet dancing" AI videos [8][10]. - KuaLing targets both professional creators and B2B clients, with nearly 70% of its revenue coming from paid subscriptions by professional users [10][12]. - The app has achieved top rankings in the iOS graphics and design category across nearly 40 countries, including Brazil and Russia [10]. Industry Outlook - KuaLing AI is positioned as a key player in the video model industry, with expectations of reaching a critical point for scalable content generation soon [11][15]. - Analysts from international investment banks have noted that the current market pricing does not fully reflect KuaLing AI's growth potential, suggesting it is undervalued [12].
OpenAI再造一个“抖音”
虎嗅APP· 2025-10-01 09:16
以下文章来源于极客公园 ,作者张勇毅 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号: 极客公园 (ID:geekpark) ,作者:张勇毅,原文标题:《OpenAI 刚刚发 布了"AI 原生版"抖音,还有 Sora 2》,题图来自:AI生成 或许你已经厌倦了在抖音、小红书上刷到那些真假难辨的AI视频。这种厌倦往往并非源于对技术本 身的排斥,而是一种"不合时宜"的混乱感:当AI生成的内容与真实世界拍摄的视频混杂在一起,我 们理解和消费现实的体验便会备受困扰。 但如果是反其道而行之,专门打造一个只允许AI内容存在的"抖音"呢? 这正是OpenAI的最新手笔。该公司发布了一款名为Sora的全新iOS应用,其界面和操作逻辑与抖 音、TikTok极为相似,但核心规则却截然不同:在这里,AI生成是唯一的通行证。 SoraApp:为AI而生的社交新物 种 和抖音一样,打开Sora会看到一个极为精简和熟悉的UI界面:抖音标志性的"上滑"手势依旧是切换 视频的核心操作,分享功能也一应俱全。 据OpenAI介绍,这款应用内置两个核心玩法:首先是客串 (Cameos) 功能:这 ...
OpenAI再造一个“抖音”
Hu Xiu· 2025-10-01 00:11
Core Insights - OpenAI has launched a new iOS application named Sora, designed as a social platform exclusively for AI-generated content, contrasting with existing platforms like TikTok and Douyin [2][22] - Sora features a user-friendly interface similar to Douyin, but its core functionality revolves around AI-generated videos, allowing users to create and share content without real-world footage [4][10] Features of Sora - The app includes a revolutionary feature called "Cameos," enabling users to create a digital avatar by recording a short video, which can then be used in various AI-generated scenarios [6][8] - Sora also offers a "Remix" tool that allows users to generate new content by inputting prompts, facilitating creative reinterpretation of existing videos [9] Sora 2 Model - The Sora 2 video model, described as a significant advancement in video technology, provides a deep understanding of the physical world, enabling realistic simulations of complex actions [11][12] - This model can accurately simulate physical interactions, such as a basketball bouncing off a rim, enhancing the realism of generated content [15] User Safety and Responsibility - OpenAI has implemented strict rules to protect users' digital likenesses, ensuring that no one can create videos using a person's image without their explicit consent [10] - The platform is designed with user well-being in mind, incorporating features to prevent addiction and promote healthy usage, including content recommendations based on user input rather than time spent [17][19] Launch and Accessibility - Currently, Sora is available only to users in the United States and Canada through an invitation system, with plans for broader access in the future [20] - The app will initially be free, with premium features available for ChatGPT Pro users, and OpenAI plans to release the Sora 2 model via API [21] Strategic Shift - The launch of Sora signifies OpenAI's transition from being a technology provider to actively building a comprehensive ecosystem that integrates AI models with user applications and community engagement [22] - The introduction of an AI-only content platform raises questions about user acceptance and the future of traditional content platforms [23][24]