Moonshot AI, a domestic big model startup, recently attracted industry attention again due to its significant cuts in the market investment budget. According to Interface News, the Dark Side of Moon has suspended the delivery of multiple Android channels and third-party advertising platforms.
Previously, the dark side of the moon was known for its radical market strategy. Since September 2024, it has invested nearly 200 million yuan in marketing and traffic acquisition every month, and its key investment platforms include Xiaohongshu, B station, Zhihu, etc. Kimi's cost per registered user is about RMB 30.
However, people familiar with the matter revealed that Kimi's natural new users have increased significantly recently. Zhang Yutong, co-founder of the Dark Side of the Moon, has also previously shown a user growth trend chart on social media, showing that Kimi's user base has increased significantly after the Spring Festival.
It is reported that DeepSeek's open source success has prompted the Dark Side of the Moon to re-evaluate its strategy internally. After reviewing the game, the team believes that the goal of the basic model SOTA (State-of-the-art, the best at present). In the future, the Dark Side of the Moon may retrain the basic model and explore application layer opportunities. One of the key directions is the in-depth research field agent products similar to OpenAI's DeepResearch.
