Recently, Moonshot AI, a company, has once again become the focus of attention due to its significant cuts in market placement budgets. The company has suspended advertising on multiple Android channels and third-party advertising platforms. On the contrary, the dark side of the moon has carried out radical market strategies that are eye-catching. Starting from September 2024, it has been close to 200 million yuan in traffic and acquisitions every month, focusing on platforms including Xiaohongshu, B and Zhihu. Data display, about 30 yuan is obtained for Kimi registered users.
However, recent market dynamics show that Kimi's natural new user base has seen a significant increase. Zhang Yutong, co-founder of the Dark Side of the Moon, shared a user growth trend chart on social media, showing a significant increase in the number of Kimi users, especially after the Spring Festival.
People familiar with the matter said that this user growth may be related to the success of DeepSeek's open source strategy. This event prompts the Dark Side of the Moon to reuse its strategic direction. After reviewing, the team decided to shift its focus from market expansion to improving technical strength, especially sticking to its basic model to achieve the goal of SOTA (State-of-the-art, the best at present).
In the future, the Dark Side of the Moon is planned to retrain this basic model and explore new opportunities at the application level. Among them, one of the key development directions is the in-depth research field of agent products similar to DeepResearch launched by OpenAI. This shows that the Dark Side of the Moon is moving from rapidly expanding the route of market sharing to enhancing the competitiveness of its products and services through technological innovation.
This strategic adjustment may mean that the Dark Side of the Moon will pay more attention to quality improvement and uniqueness in the future competition speed, rather than relying solely on marketing to promote user growth. This shift may bring a more lasting competitive advantage to the company in the long run, but may affect its market visibility and user growth in the short term.