Zhitong Finance App learned that during the results conference call for the third quarter of 2025, Cheng Yixiao, founder and CEO of Kuaishou Technology (01024), gave a detailed response to the competitive pattern of the video generation circuit and the next iterative direction of Keling AI, which the market is paying close attention to.
Cheng Yixiao said that at present, many different types of participants from major Internet companies and startups have emerged on the video generation circuit. On the one hand, this shows that video generation is a high-quality circuit with great potential. On the other hand, it also means that the industry is still in the early stages of rapid technological iteration and product form exploration. More importantly, the entire industry is accelerating progress through competition, promoting video generation technology to better meet user needs and penetrate more application scenarios.
In the face of a rapidly evolving competitive landscape, Keling AI relies on continuous technology and product innovation and has always been in the first tier of the global video generation circuit. At the end of September, Keling launched the 2.5 Turbo model, which achieved significant improvements in various dimensions such as text response, dynamic effects, style maintenance, and aesthetic quality. Ten days after the model was released, it also ranked first in the global Wensheng Video and Tucson Video lists by the well-known AI evaluation agency Artificial Analysis.
Referring to product positioning and competitive strategy, Cheng Yixiao stressed that Keling's vision is very clear — “Let everyone use AI to tell good stories”. The company will focus on the core goal of AI film and television creation, and gather resources to further refine technology and product capabilities. In the specific direction of iteration, Keling will continue to upgrade basic models and product capabilities around multi-modal interaction concepts (such as MVL) around multi-modal interaction concepts (such as MVL), combined with insight into user needs and technological breakthroughs.
In terms of ecosystem construction, Keling is also building a full-link creator growth mechanism and a prosperous creative ecosystem for creators through rich operational activities. For example, Keling AI's “Future Partner Program” integrates Kuaishou and Keling AI core resources to accurately match creators with high-value business deals in multiple scenarios. Currently, it has cooperated with famous brands such as the NBA and Snow Ice City. As Keling AI's support program for creators, the “NEXTGEN Global New Video Creation Contest” has recently helped many Keling AI creators to screen their works at leading film and television fairs in the industry such as the Cannes TV Festival, Busan International Film Festival, and Tokyo International Film Festival. While providing creators with a broader display stage, the relevant events have further expanded Keling AI's brand influence.
Cheng Yixiao said that with the deep integration of video generation and social interaction with products such as Sora 2, the implementation process of C-end consumer-grade applications has accelerated markedly, which also makes the company more optimistic about the commercial space for video generation. “Currently, our main focus is still on targeting professional creators to enhance their user experience and willingness to pay, but we will also continue to explore C-side application scenarios, further commercialize smart technical capabilities and combine them with social interaction at the right time in the future to accelerate the commercialization of C-side applications.”