The domestic AI industry is making rapid progress, and Q1 looks at emerging unicorn companies such as kimi and step Xingchen, and Q2 should focus on mature model platforms to catch up and exert force in C-end applications, such as Internet giants (such as bytes' bean bags and phone stoves), and mature model companies (such as minimax's Hoshino, Kunlun Tiangong's version 3.0, etc.)
1. Kimi's growth is stable, and it is expected to become the No. 1 app in April.
On a daily basis, the number of visits to Kimi on April 1 hit a record high of 910,000 (a new high of 790,000 in the previous period), higher than Wenxin Yiyan's 500,000. From a monthly point of view, the number of visits to Kimi/Wenxin Yiyan in March was 12.19 million and 14.79 million, and the gap was further narrowed. In April, Kimi is expected to become the most visited app in China.
2. Minimax and ByteDance: AI social/virtual chat.
Although AI social/virtual chat products have been launched since last year, they continue to add functions and integrate otome game scenes (real-time voice calls) and dress-up (multimodal functions), etc., and have great potential for users and commercialization.
The two virtual chat products launched by Minimax last year have been ranked well in recent data: the domestic "Hoshino" has risen from 200 at the time of its launch to 10 at present. Overseas products have been downloaded more than 14 million times on Talkie's platform.
In addition to the climb in the ranking of "bean bags", Byte has also recently launched a new AI social product "Word Furnace".
3. AI music/search: commercialization at home and abroad exceeds expectations.
We believe the market is underestimating the commercialization capabilities of AI music. In addition to Suno, Stability has also recently launched its own AI music product Stable Audio 2.0 and supports commercial use, equivalent to about $0.02 per song. Looking forward to the commercial performance of Kunlun SkyMusic after its official launch on April 17.
The first commercialized native AI search tool. Perplexity, an overseas AI search tool, plans to add ads, and the first batch of ads will appear in the form of relevant questions after the search results, leading users to follow up and get relevant ad links.
4. Overseas: ChatGPT is free to use, and DALL-E has launched an editing function.
In March, the number of ChatGPT visits exceeded 1.7 billion again, close to the previous peak. In addition, ChatGPT has recently lifted restrictions, and users can use it without registration, which is expected to lower the threshold for ordinary users to use it and achieve a breakthrough in its own access.
The DALL-E 3 introduces image editing capabilities. According to OpenAI's official website, users can use the DALL-E component for image editing in ChatGPT. Users can input text requirements to edit parts of the picture, and complete the workflow of "Wensheng Diagram - Retouching" in one stop.
5. Pay long-term attention to the improvement of copyright value. The Beijing Data Exchange and the Beijing Artificial Intelligence Industry Alliance released a large model corpus, and 100 datasets from 36 institutions such as Chinese Online and CNKI were selected. It means that for the first time in China, a relatively mature coordination and profit sharing mechanism between the data exchange, the data side, the model side, and the computing power side has been formed. More than 200 overseas European and American musicians jointly signed a petition against the abuse of AI infringement.
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