Bloomberg: Kaiyuan AI has the largest global user base, becoming the most popular video model after Sora's shutdown.

On April 1, Bloomberg reported that according to data provided by market intelligence firm Sensor Tower, the AI video generation app owned by Kuaishou (01024) called Ke Ling AI saw a 4% week-over-week increase in global weekly active users (WAU) on mobile devices, reaching an average of 2.6 million. The report pointed out that prior to OpenAI's announcement of shutting down Sora, Ke Ling was already leading in global monthly active users with an average of 7.8 million in March, higher than Sora's 4.7 million. It is worth noting that Sensor Tower's data mainly tracks the usage of some mobile consumer users, excluding web consumer users and business users, therefore the above data more reflects the product's phase performance in the global mobile consumer market. Bloomberg stated that OpenAI has announced the closure of Sora, with the website and app scheduled to stop services on April 26, and the developer platform to cease operations on September 24. With Sora exiting, the competition landscape in the global AI video generation race is accelerating reshaping. The report mentioned that products including Ke Ling AI, Runway, and Vidu have all gained more user attention recently. In terms of user scale performance, Ke Ling has become one of the top products in the current global AI video applications. Bloomberg listed it as one of the most popular alternatives after OpenAI Sora, reflecting the continuous improvement of Chinese AI video products' competitiveness in the global market.