The development speed of AI applications is so fast that we absolutely can't rely on AI application iterations to find investment logic. Previously, Kuaishou KeLing was very impressive, with strong monthly active user and revenue data. But as soon as ByteDance's Seedance 2.0 was released, Kuaishou dropped by 5 points today. Often, what you think is leading may just be because other competitors' products haven't been launched yet.
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The development speed of AI applications is so fast that we absolutely can't rely on AI application iterations to find investment logic. Previously, Kuaishou KeLing was very impressive, with strong monthly active user and revenue data. But as soon as ByteDance's Seedance 2.0 was released, Kuaishou dropped by 5 points today. Often, what you think is leading may just be because other competitors' products haven't been launched yet.