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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].