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(Photo source: Generated by AI)
In the past few days, the hottest topic in the AI world is undoubtedly the DeepSeek R1 model from China, which has become a phenomenal explosion during the Spring Festival.
According to the latest data from QuestMobile, the number of daily active users of DeepSeek has exceeded the 30 million mark, surpassing Doubao and becoming the fastest application in history to reach this milestone. The AI product list shows that since January 20, the number of users on the DeepSeek platform has increased to 125 million (including websites and application apps that are accumulated without duplication), a growth rate exceedingPinduoduoWait.
The emergence of DeepSeek and the craze it triggered are sending a strong signal that upper-level AI applications will become the biggest beneficiaries in the future.
As the sports technology platform chosen by 400 million users, Keep chose to join the AI craze. On February 4, in a letter from Keep commemorating its 10th anniversary, Keep founder Wang Ning clarified the development direction of Keep in the next ten years: All in AI.
“All in AI, based on ten years of accumulation and precipitation of sports data, allows online fitness to move from recommendation to generation, and continues to lead the sports technology industry. Wang Ning believes that Keep needs to move from content-driven to data algorithms as the core to truly realize the combination of software and hardware. Sports AI.
The market is generally optimistic about Keep’s plan for the next decade. As of the close of Hong Kong stocks on February 7, 2025, Keep (HKG: 3650) closed at HK$7.14/share, which has once risen more than 40% year-to-date.It has become one of the companies with the highest increases in AI-related stocks globally in the past week.
Keep’s AI strategy is not only a key measure for its own evolution towards a better direction, but more accurately reflects the technological change trend of the entire digital fitness industry. It fully embraces and breaks through AI applications, and promotes the accelerated development of China’s digital fitness industry. In the golden age of development, it is expected to be in AIsinaAchieve a qualitative leap in the tide and open up broader market space and development prospects.
More than 400 million yuan has been invested in R & D in AI and talent direction, Keep making a heavy investment
In 1950, Alan Turing, the father of computer science and artificial intelligence, conducted an experiment: If a machine can engage in dialogue with humans without being identified as a machine, then the machine can be said to be intelligent.
This famous experiment, later known as the Turing Test, predicted the possibility of humans creating intelligent machines.
In the past 60 years, AI has opened the Pandora’s Box of the times. Machines have defeated the human player AlphaGo, who has never lost before, and defeated the world Go champion in the quiz. ChatGPT has subverted human imagination, and AI has been used in banking, law, medical care, media, transportation and other industries and scenarios assist human work.
In 2025, the new DeepSeek will subvert human thinking patterns, accelerate the wave of technologies and applications in the AGI era, and drive AI applications to comprehensively change consumption processes, save users ‘time and energy, and provide more new business value.
Obviously, the development of DeepSeek can not only directly promote the technological progress of technology companies, but also produce positive spillover effects in many aspects such as the industrial chain, talent training, and international competitiveness, thus benefiting technology companies as a whole.
Looking at the current entire Internet industry, how to benefit most from this progress depends on the service model and application track of Internet companies. How to embrace generative AI technology quickly and in a timely manner has become a key issue in the enterprise transformation process.
Keep focuses on the supply of exercise solutions and fitness consumption services. Since its establishment, the company has gone from the initial single content APP to the launch of consumer products and smart hardware, gradually covering the full-link sports needs of sports users for food, clothing, training, and multi-dimensional scenarios such as indoor training and outdoor, becoming a new generation of sports brands, and gradually Build a sports ecosystem with technology interconnection. In July 2023, Keep successfully landed on the Hong Kong Stock Exchange with its first share of sports technology in Hong Kong stocks.
In fact, Keep has a forward-looking layout in AI.
As early as 2018, Wang Ning proposed to explore the direction of AI. At that time, the generative AI craze had not yet arrived. Keep launched a variety of smart bracelets, smart watches, etc. in multi-level layouts such as smart hardware and self-developed motion algorithms. Intelligent products.
As a small but beautiful company, Keep has always shown a high investment ratio in the direction of intelligence. Hong Kong Stock Exchange public disclosures show thatFor the whole year of 2023, Keep’s R & D expenditure will reach RMB 450 million, invested in AI and cloud computing, R & D personnel costs (including related share-based compensation expenses) and other directions.
At the same time, the prospectus shows that of the net proceeds from the Keep IPO global offering of approximately HK$192 million, nearly 35% will be invested in AI technology and R & D talents, of which HK$19.2 million will focus on investing in AI, data analysis and technology infrastructure to strengthen the company’s technical capabilities and enhance digital connectivity and interaction among platform participants. rdquo;
Keep has received positive returns on its investment in intelligence and received positive feedback on its financial performance. In the past few years, Keep’s revenue has continued to increase, losses have continued to narrow, and growth potential has been continuously released.
According to the latest financial report information, in the first half of 2024, Keep’s revenue and operations achieved healthy growth, achieving revenue of 1.037 billion yuan, a year-on-year increase of 5.4%; the average monthly active users and average monthly subscriber members were 29.66 million and 3.28 million respectively, and the membership penetration rate increased from 10.2% in the same period last year to 11.1%.
In terms of intelligent applications, Keep is also constantly introducing new functions and polishing the user experience. Of the 5000 official sports courses Keep Online, 15% are produced by AIGC (Generative AI Content). In the future, efforts will be made in the direction of professional courses and sports data at the same time to introduce algorithm capabilities to improve professionalism. The Keep exercise evaluation system can estimate exercise load, maximum oxygen uptake, FTP and other data for 1 million exercise users every day without heart-rate equipment. At the same time, Keep also launched its AI assistant Kiri to help users generate exclusive training plans and achieve personalized recommendations for thousands of people.
In addition, information shows that Keep will also launch multiple AI fitness applications overseas in 2024, using ChatGPT and Claude to generate personalized training plans or diet plans for users. Now, with the efficiency revolution triggered by DeepSeek, the functionality of these applications will be further improved.
Obviously, Keep is investing heavily in the AI field. These, as the Internet competition landscape enters the AI Bureau, are Keep’s biggest bargaining chip in participating in the competition, and have also become its real killer weapon.
Meitu,DuolingoAfter that, the next vertical AI application
Back to DeepSeek, which is at the center of the topic.
From the perspective of technological innovation, DeepSeek’s technological breakthroughs in the fields of AI and machine learning will provide advanced technical support to major technology companies and promote technological innovation in the industry. From the perspective of the industrial chain, DeepSeek’s development can drive upstream and downstream The collaborative progress of the industrial chain, including hardware manufacturing, software development, data services, etc., will promote the prosperity of the entire technology ecosystem.
Behind these changes, DeepSeek’s core value is summed up in one word: efficiency. Simply put, DeepSeek makes technology no longer a black box, but through the concept of equal rights in science and technology, it allows AI to move from the laboratory to thousands of households and truly become a public tool.
According to this logic, this efficiency revolution initiated by DeepSeek will directly benefit from those Utility apps that serve the public. DeepSeek can provide highly customized solutions based on the specific needs of vertical fields.
For example, the application of AI technology in image and video editing software is completely changing traditional editing methods, making them more intelligent, efficient and personalized. Taking Meitu as an example, AI automated editing, image enhancement and restoration, and even content generation and synthesis have all brought revolutionary changes to this tool. Through automated editing, content generation, intelligent special effects, semantic understanding and other functions, AI not only improves editing efficiency, but also provides users with more creative possibilities.
The results are also obvious. In the first half of 2024, Mito’s total revenue was 1.62 billion yuan, a year-on-year increase of 28.6%. More than 10.81 million paid subscription users also hit a record high. The rapid growth of its core business is mainly due to the fact that generative AI technology allows Mito to provide users with better image and video creation effects, etc.
Duolingo is another typical case in the field of AI education applications. With the help of AI, multiple neighboring countries have achieved highly personalized, intelligent and efficient learning experiences. In the third quarter of 2024, revenue from multiple neighboring countries was approximately US$200 million, a year-on-year increase of 38%, of which subscription revenue was US$176 million, an increase of 45%, daily active users (DAUs) were 37.2 million, an increase of 54% compared with the same period last year, and monthly active users (MAUs) were 113.1 million, an increase of 36% over the same period last year.
The feedback from the capital market is more intuitive.
In the past two years, the share prices of many neighboring countries have risen by more than 400%, and the current total market value is close to US$18 billion (approximately RMB 126.232 billion).
In essence, the development and transformation of Meitu and many neighboring countries are examples of the power of AI in vertical application scenarios. And there is no doubt that the number of billion-dollar winners in the field of sports and fitness will be Keep.
“In the next ten years, Keep will focus on All in AI to promote the transformation of online fitness from recommendation to generation; create a data-centered hardware ecosystem to realize sports AI that integrates software and hardware; and let the Keep brand penetrate into diverse sports scenarios and establish emotional resonance with users.& rdquo; Wang Ning said in a letter from all staff.
Keep is fully committed to the AI field. The impact of this measure is not limited to Keep’s own development, but also has great disruptive significance for the entire online fitness field. It is expected to reshape the industry landscape and lead a new development direction.
As a leading application in the field of sports technology, Keep introduced DeepSeek. Its most unshakable advantage lies in the data wealth accumulated in specific service scenarios over the years.At present, Keep has the most vertical and comprehensive data accumulation in the domestic sports and fitness field.
Among them, running covers more than 100,000 running routes, and offline Keep cooperates with more than 150 marathon events such as North Malaysia to generate personal information, registration information, sports records, sports preferences, training status, running shoes and smart wearable equipment, and sports equipment. Multi-dimensional information such as course content.
In the longer term, Keep is expected to polish its own highly adapted AI model application in the sports and fitness industry that enhances user experience.
Keep also recently said that Keep App will soon launch an AI beta version and launch a new version later.
(Photo source: Photo taken by Zhijia Lin, editor of GuShiio.comAGI)
Currently, Keep has solid fundamentals. Now that it chooses to fully embrace AI, the ceiling of Keep’s commercial value will be raised again. Keep needs to be re-evaluated by the market.
As Wang Ning said, AI will subvert the business model of vertical applications such as Keep. Embracing the AI era is Keep’s self-innovation as a leading enterprise in sports technology, and it is also Keep’s mission and responsibility to promote the iteration of China’s sports and fitness industry.
“Meet the challenges of the new decade and move forward courageously towards our goals. Ten years ago, we set out because we believed in equality in sports; ten years later, let us fight for the next ten years in the name of inspiring every sport and making the world full of vitality. rdquo;
