In the domestic AI field, Kimi was once regarded as a rising star, but with the rapid rise of DeepSeek, this pattern is changing significantly. Recently, Dark Side of Moon announced that it will significantly reduce Kimi's advertising budget and suspend promotion of multiple Android channels and cooperation with third-party advertising platforms. This decision is obviously a direct response to the rapid development of DeepSeik, marking a major adjustment to Kimi's market strategy.
According to Interface News, DeepSeek successfully attracted 35 million daily active users in just a few dozen days, while Kimi has invested a lot of money in the past year, but the daily active users have failed to exceed 10 million. This sharp contrast forced the Kimi team to re-examine its market strategy. DeepSeek's rapid success not only puts Kimi in pressure, but also allows the entire AI industry to see a new competitive landscape.
According to people familiar with the matter, DeepSeek's success has brought considerable impact to the Dark Side of the Moon. After reviewing the game, the team realized that it was necessary to maintain an industry leading position in basic models. Therefore, the Kimi team plans to retrain the basic model and seize the opportunity of the application layer. It is worth noting that the team chose a new product direction - DeepResearch, an intelligent product released by OpenAI in February, focusing on the field of in-depth research. This move shows that Kimi is seeking to regain market advantages through technological innovation.
Faced with the intensification of competition, Dark Side of Moon obviously hopes to regain its competitive advantage by optimizing product and market strategies. Although no formal comments have been made on this news, Kimi's future path seems to be at a critical turning point. With the rapid development of the AI industry, how to survive and develop in the fierce market competition will be an important challenge facing the Kimi team. In the future, whether Kimi can rise again through technological innovation and market adjustments deserves continued attention from the industry.