“陪伴”不是好赛道，但是个至关重要的“技术栈”

Group 1 - The core idea is that while the demand for "companionship" exists, it is not a strong enough need to support a standalone market, as users often turn to cheaper alternatives for alleviating loneliness [2][3][4] - The concept of "effective proactivity" is highlighted as a crucial capability in the AI era, allowing products to build a more interactive relationship with users by remembering preferences and anticipating needs [12][13] - The comparison is made between the "companionship" market and the early GPS products, which failed as standalone offerings but became essential infrastructure in mobile internet applications [10][11] Group 2 - The article suggests that "companionship" should not be overestimated as a market but should be recognized as an important technological stack that can enhance existing products [5][14] - Companies should be cautious not to package a foundational capability like "companionship" as an independent demand, but rather integrate it into products that solve real user problems [14] - The relationship formed through proactive engagement can significantly enhance user lifetime value (LTV) and create a competitive moat for companies [13][14]