Article by: Xuanxuan Ye

Graphic Designer: Gu Qingqing

Produced by: Wangjie

Recent research reports from Citibank and Changjiang Securities have highlighted KuaiShou's Kuailing AI as surpassing expectations in its commercialization journey.

This assertion is grounded in tangible milestones. At the recent World Artificial Intelligence Conference, Kuailing AI showcased its impressive progress, boasting over 45 million creators globally. Since its inception, the platform has undergone more than 30 upgrades, facilitating the creation of over 200 million videos and 400 million images, and serving over 20,000 enterprise clients.

These figures underscore Kuailing AI's rapid and steady commercialization trajectory.

01 Accelerated Commercialization Pace

Kuailing AI stands out in the industry for its swift commercialization pace.

In the third quarter of last year, Kuailing's monthly revenue barely surpassed 10 million yuan and had yet to be recognized as income. However, by the first quarter of this year, quarterly revenue had soared past 150 million yuan. Notably, monthly paid amounts exceeded 100 million yuan in April and May.

Such exponential growth has fueled market optimism. Current projections estimate Kuailing AI's revenue to reach 1 billion yuan this year, potentially tripling to 3 billion yuan next year. Notably, in March 2025, just 10 months after its official launch, Kuailing's annualized recurring revenue surpassed 100 million dollars.

Kuailing's revenue streams are also unique. Approximately 70% comes from P-end users, who are both content creators and consumers. These include short video influencers on the KuaiShou platform who use Kuailing to produce videos for profit, while also engaging with others' content and tipping broadcasters.

The overseas market presents another significant opportunity for Kuailing. Foreign users exhibit superior payment habits compared to domestic counterparts, leading to higher payment rates for many SaaS software products.

Moreover, Kuailing's overseas traffic is impressive, ranking second on the AI product export list with over 17 million web visits in May. Some speculate that Kuailing's overseas revenue share could be even higher.

02 Continuous Product Evolution with Enhanced Capabilities

Kuailing AI's rapid commercialization is attributed to its relentless iteration and upgrades. From the release of version 1.0 in June last year to the present, the platform has undergone more than 30 iterations, with a new version launched every two weeks.

In late May this year, Kuailing introduced the 2.1 series of models, enhancing semantic response and motion performance while introducing standard and master editions. The standard edition caters to common short video design needs, whereas the master edition delivers cinematic-quality effects.

Crucially, generation costs have been significantly reduced. Previously, the 2.0 master edition required 100 inspiration points for a 5-second video. Now, the 2.1 version only demands 20 inspiration points for a 5-second 720p video and 35 points for a 1080p video.

At the 2025 World Artificial Intelligence Conference, Kuailing unveiled a new creative workbench, "Lingdong Canvas," available for invitation-only testing. Lingdong Canvas is more than just a tool; it's a team-level creative collaboration platform offering unlimited visual space and intelligent creation assistance, making it accessible even for beginners.

A standout feature is real-time collaboration for up to five individuals, enabling seamless teamwork as if in the same room. When someone modifies a material or adjusts a node, others can instantly view the changes.

An advertising team trialed Lingdong Canvas, completing the entire process from script conception to final video materials within the platform. Client feedback was immediately visible, vastly improving efficiency compared to switching between various software tools.

Educators also find it suitable for creating teaching videos. They first create logical nodes for knowledge points, stringing them into an outline and letting AI generate animations or explanatory images, which is more efficient than making PPTs.

Another impressive aspect of Lingdong Canvas is its node-based creative management. Text, images, and videos can be transformed into "creative nodes" and connected with lines, resembling a flowchart, clearly illustrating the entire creative structure. For instance, when crafting a drama, the scene progression and picture rhythm are clearly visible.

03 Growing Enterprise Clientele with Cross-Industry Collaborations

Kuailing AI has also witnessed robust growth in its enterprise clientele. Especially after the launch of version 2.0 in April this year, the number of B-end merchants experienced explosive growth.

To date, over 20,000 enterprise clients and developers worldwide have accessed Kuailing AI's API interface, spanning 149 countries and regions.

As an early adopter in the marketing industry, BlueFocus has collaborated with Kuailing AI since its inception, generating tens of thousands of high-quality cinematic-level videos monthly using Kuailing.

Pan Fei, CEO of BlueFocus, stated, "We clearly perceive Kuailing's distinct advantages in producing high-quality content. Notably, Kuailing AI excels in generating content with Chinese elements and scenes, which I believe is its core strength."

The globally renowned creative material platform Freepik has also integrated Kuailing. They tested over 10 different large video generation models, but users opted for Kuailing to generate more videos than all other models combined.

Freepik believes Kuailing excels in video generation speed, prompt word compliance, and camera movement, making it ideal for serving users in industries such as luxury goods and advertising marketing.

In the design field, Lovart also recognizes Kuailing's potential. They aim to integrate large models within the industry to empower ordinary users to create professional-level designs. Kuailing is frequently prioritized in workflows due to positive user feedback.

Apart from these professional institutions, Kuailing has collaborated with renowned brands such as Yili, vivo, Lenovo, Chow Tai Fook, Mars Wrigley, and Tsingtao Beer, exploring innovative marketing methods in brand marketing. These collaborations underscore the growing recognition of Kuailing AI's value in commercial applications.

Summary: KuaiShou's Kuailing AI Reshapes the Content Creation Ecosystem

From institutional evaluations to tangible achievements, it's evident that KuaiShou's Kuailing AI has surpassed expectations in its commercialization journey. Revenue growth is swift, product iteration is frequent, features are becoming more user-friendly, and the global enterprise clientele is expanding.

Kuailing AI is not only thriving but also transforming the content creation landscape, enabling more individuals to effortlessly produce high-quality videos and images, and assisting enterprises in enhancing efficiency and reducing costs. It serves as a pivotal infrastructure, offering robust support for video creation in the AI era.

With continuous technological advancements and deeper cross-industry collaborations, Kuailing AI's commercialization path is poised to become even more stable and far-reaching, bringing numerous surprises to the industry.