Core Insights - The AI PPT sector has seen significant growth, with Gamma achieving nearly 30 million visits and securing $68 million in Series B funding, leading to a valuation of $2.1 billion [1][5] - The top three AI PPT products experienced an average traffic increase of over 30% in September, with Mentimeter showing a remarkable 42% month-over-month growth [1][2] - The competitive landscape indicates a divergence in performance, with Gamma and AIPPT gaining traction while established players like Prezi and Slidesgo have seen declines [5][7] Company Performance - Gamma's web traffic increased from 14.53 million in September 2024 to 28.58 million in September 2025, marking a nearly 100% growth [4][5] - AIPPT's overseas site traffic rose from 1.06 million to 6.07 million, allowing it to rank among the top two in the sector when combining domestic and international traffic [5][12] - Prezi's traffic decreased from 15.68 million to 10.87 million, indicating a significant drop in user engagement [4][5] Product Features and Innovations - Gamma has introduced features such as "aspect ratio selection" and improved export capabilities, allowing users to choose between traditional 16:9 and other formats, enhancing user experience [8][10] - AIPPT's growth strategy focuses on adapting successful domestic features for international markets, with a pricing strategy that is four times lower in China compared to the U.S. [12][13] - Mentimeter, while established since 2016, has recently integrated AI features to enhance interactivity, allowing real-time audience engagement during presentations [19][22] Market Trends - The AI PPT market is characterized by a split performance, with Gamma and AIPPT thriving due to their innovative approaches, while traditional players struggle to maintain their positions [7][14] - The integration of AI in PPT creation is lowering barriers to entry, leading to increased participation in content creation and expanding the market [24] - User feedback highlights the importance of AI's ability to understand user intent and respect original content, which is crucial for gaining user trust in AI-generated outputs [14][16]