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Core Insights - ByteDance is focusing on "emotional large models" to provide API calls and AI dialogue solutions for enterprises, indicating a strategic shift towards enhancing user emotional experiences in AI interactions [1][2][4] - The development of "emotional large models" is seen as a significant trend in AI, moving from mere tools to emotional companions, which opens new application scenarios [5][7] Group 1: Emotional Large Models Overview - "Emotional large models" differ from traditional chatbots by emphasizing emotional understanding and user experience, utilizing voice tone, pauses, and expressions to generate appropriate responses [3][4] - The technology evolution of "emotional large models" is driven by two paths: enhancing multimodal emotional computing capabilities on general large models and focusing on generative models specifically for emotional applications [5][6] Group 2: Market Trends and Growth Potential - The AI companionship market is expected to see explosive growth, with the number of active users increasing 30 times from 2018 to 2023, and the global market size projected to rise from $30 million to $150 billion between 2023 and 2030, with a CAGR of 236% [7] - Character.AI exemplifies the potential of "emotional large models" by enabling interactive AI character experiences, with significant user engagement reflected in its mobile downloads and web traffic [8][10] Group 3: Technical Aspects and Challenges - "Emotional large models" require more NLP experts and have different parameter and computational needs compared to traditional models, with training requiring 30%-50% more computational power [10][11] - The current gap in development between domestic and international "emotional large models" indicates that domestic advancements are approximately one year behind [11] Group 4: ByteDance's Strategic Positioning - ByteDance plans to leverage various vertical large models to double the monthly active users of its product Doubao by 2025, focusing on entertainment, social, and gaming scenarios [14] - The integration of "emotional large models" with hardware like smart speakers and AI companions is part of ByteDance's strategy to enhance user interaction and experience [14][15]