加密狗
加密狗|Sep 07, 2025 14:14
The AI video industry has become a globally recognized high growth point. Just look at a few cases to know: Pika: Established for half a year, raised 55 million yuan, with a valuation of over 1 billion yuan; Ke Ling AI: Launched for 10 months, revenue of 400 million yuan; Midjourney: The pioneer of AI painting, after the video feature was launched, the monthly revenue has already exceeded tens of millions of dollars. These Web2 projects have one thing in common: They are all application layer products. Running on centralized servers, relying on subscription fees, closed models, and data computing power all in the hands of the platform. ✅ Everlyn's uniqueness The biggest difference of @ Everlyn.ai, which is launching Kaito Capital Launchpad, is that it is not a "tool", but a "underlying infrastructure" - the world's first decentralized video AI infrastructure. What does it mean? Others make apps like Pika and Kelin, which generate videos for you to play. Everlyn developed an operating system: built a distributed computing power network consisting of thousands of Lyn miners nodes, and ran the world's fastest video AI model Everlyn-1.5. In the future, other video AI applications may need to integrate with Everlyn's underlying system. Expressed in formula: Everlyn=decentralized video AI cloud. It is not a toy for generating small videos, but an "infrastructure layer": running video AI models on a global network of miners, allowing anyone to use video AI faster, cheaper, and more freely. ✅ Differences from other projects (as shown in the figure below) Pika/Ke Ling AI: focuses on the C-end, centralized computing power, and gameplay similar to SaaS tools. Runway/Sora: Professional grade video generation, but still closed and limited in scalability. Everlyn: Positioning the underlying operating system, open network+distributed computing power, true AI+DeepIN. let me put it another way: Others are 'opening a studio to help you film' Everlyn is' building a whole film and television base, with a studio, lighting, and machines that everyone can use '. The narrative is innovative and the functionality is powerful enough, so Everlyn added 89000 new users in 7 days, of which 8300 paid and generated revenue of 107000. This is also an important reason why Mysten Labs (Sui's founding team) recently led Everlyn with an estimated $250 million investment. Participation includes Emirates Baseline, Selini, Aethir http://IO.NET Wait. The cumulative financing has reached 15 million US dollars. ✅ Project progress (Launchpad information) Everlyn has now launched Kaito Capital Launchpad, where anyone can participate: Hardtop: $2 million (up to 2% of supply) Deadline: September 4th, 2:00 AM UTC Unlock: 100% unlocked during TGE Valuation: $250 million FDV (same as Mysten Labs' financing valuation) TGE time: September ✅ summary In the past year, Pika、 Ke Ling AI and Runway have verified the explosive power of the AI video application layer. But the real next wave of opportunities is not in 'tools', but in' infrastructure '. Everlyn's story is simple: Others are developing applications, while Everlyn is developing an operating system. Others sell services, and Everlyn returns the profits and computing power to the community. Others are still using PPT, while Everlyn already has users, revenue, and a network of miners running. ⏳ Kaito Capital Launchpad is coming to an end, which may be the toughest AI+DeepIN opportunity for ordinary investors to participate in.
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