buildOne report1 publisher Kling 4.0 swaps the single prompt for up to 10 keyframes and 15 references per clip
Kuaishou's Kling AI team announced Kling 4.0 on September 28 with 30-second clips, up to 10 keyframes and up to 15 Omni Reference inputs. A dev.to explainer describes the input as a shot list plus a reference set, though the full model is not public yet.
Reality
- Evidence25
- Adoption
- Not scored
- Hype gap+30
- Incentives
- Not scored
- Confidence40
RoseBerry's AI recut of old Neighbours episodes stretches the microdrama label
RoseBerry Media is using an AI workflow to recut two late-2000s Neighbours storylines into vertical clips for the Epis app. Variety called them microdramas, but The Verge ties that label to cheap, phone-first cliffhanger shows, so teams sizing the category should count recuts on their own.
Reality
- Evidence35
- Adoption
- Not scored
- Hype gap+45
- Incentives65
- Confidence40
State broadcaster CCTV says the average minute of AI short drama in China fell from about 5,000 yuan to a few hundred in the first half of 2026. Local governments pay part of the compute and rent behind it, so buyers cannot yet tell the lasting saving from the subsidy.
Reality
- Evidence50
- Adoption55
- Hype gap+25
- Incentives75
- Confidence55
buildConfirmed2 publishers OpenAI's own deprecations page lists four cutoffs between 24 September and 23 October 2026. Finding out whether they touch your code takes one look at the Usage dashboard, in an account plenty of buyers cannot sign into.
Reality
- Evidence66
- Adoption62
- Hype gap+16
- Incentives58
- Confidence64
Rhodium Group's tally of Chinese AI model revenue comes to about $10.5 billion against $105 billion for OpenAI and Anthropic. Two of the Chinese startups now heading for listings carry the highest revenue multiples in the set.
Reality
- Evidence55
- Adoption40
- Hype gap+20
- Incentives65
- Confidence60
China's top court hangs AI deepfake liability on the subject's consent
The Supreme People's Court says an AI double made or shared without the subject's agreement is an infringement, and providers share the liability once they have been notified. Likeness clearance becomes a budget line, not a lawsuit.
Reality
- Evidence40
- Adoption55
- Hype gap+18
- Incentives62
- Confidence38
Alibaba and Tencent spent $18bn in a quarter, and some of it bought price, not compute
Alibaba's capital spending rose 75% and it blamed chip component prices as well as volume. Its payback math needs the shortage to hold until 2030.
Reality
- Evidence44
- Adoption58
- Hype gap+33
- Incentives71
- Confidence46
Goldman Sachs and Intel are funding a company whose founder says broadcast-quality video fell from $100,000 to $500 a minute. The enterprise revenue mix is the part to read closely.
Perspective Coverage
3 publishers
- Builder
- Builder 27%
- Operator
- Operator 38%
- Investor
- Investor 35%
Reality
- Evidence44
- Adoption57
- Hype gap+33
- Incentives74
- Confidence56