Kimi cuts advertising budgets sharply, DeepSeek rise doubles the pressure on the dark side of the moon

In the domestic AI field, Kimi was once a highly-watched startup product, but with the rise of DeepSeek, this situation is quietly changing. Recently, Darkside Moon announced that it will significantly reduce Kimi's advertising budget, suspend promotion of multiple Android channels, and cooperate with third-party advertising platforms. This decision is obviously a direct response to the rapid development of DeepSeek.

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 not exceeded 10 million. This sharp contrast forced the Kimi team to re-examine its market strategy.

According to people familiar with the matter, DeepSeek's success has brought considerable impact to the Dark Side of the Moon. After reviewing the matter, the team realized that it was necessary to maintain industry leadership in the basic model. 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 agent product released by OpenAI in February, focusing on the field of in-depth research.

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.