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可灵AI二季度又多赚了一个亿,2025年收入预计比年初目标翻倍
36氪未来消费· 2025-08-23 12:26
Core Viewpoint - Kuaishou's Keling AI has shown significant growth, achieving over 250 million yuan in revenue in Q2, up from 150 million yuan in Q1, indicating a strong demand from professional users [4][10]. Group 1: Revenue and User Base - Keling AI's revenue growth is primarily driven by professional users, including creators interested in AIGC, self-media users, designers, artists, e-commerce advertisers, and film production workers [5]. - The focus is on becoming a specialized B-end model, with aspirations to enhance capabilities in industrial applications such as game and film production [5]. Group 2: Product Development and Market Position - The recent AI short drama "New World Loading" produced in collaboration with Xingmang Short Drama showcases Keling AI's capabilities, demonstrating improvements in character and scene consistency compared to previous works [7]. - Keling AI has introduced a new feature, "Ling Animation Canvas," enabling real-time collaboration and intelligent creative assistance, further attracting B-end users [8]. Group 3: Investment and Strategic Importance - Kuaishou has increased its R&D spending significantly, with a 21.2% year-on-year growth to 3.4 billion yuan, primarily due to investments in AI [11]. - The appointment of Gai Kun as the head of Keling AI's technology department underscores the strategic importance of Keling AI within Kuaishou [12]. Group 4: Future Projections - Kuaishou's CFO predicts that Keling AI's revenue will double by 2025 compared to initial targets, supported by increased investments in reasoning computing capabilities [14].