2025外滩产业圆桌最新论断：明年AI To C大爆发，垂类服务空间巨大

Group 1: Core Perspectives on AI's Impact - The discussion at the 2025 Inclusion·Bund Conference highlighted the transformative potential of AI in user entry points, business models, and industry division [1] - Investors are particularly focused on user retention as a key metric for AI products, with the cost of user recall in AI potentially being over ten times that of mobile internet products [3][4] - The consensus among industry leaders is that while AI can enhance various applications, it cannot fully replace professionals like doctors in the short term, emphasizing a "human-machine combination" approach [4] Group 2: Market Trends and Opportunities - The AI sector is expected to see a significant explosion in applications in the coming year, with opportunities for entrepreneurs to innovate in both B2B and B2C markets [5] - There is a notable difference in AI entrepreneurship between the U.S. and China, with the U.S. focusing more on B2B and China excelling in C-end products [5] - The importance of high-quality data, professional capabilities, and ethical considerations in AI applications, particularly in healthcare, was emphasized as critical for future success [5][6] Group 3: Hardware Innovations and User Engagement - AI is driving a reimagining of hardware, with products like AI phones, glasses, and robots emerging, and the potential for AI glasses to create new interaction paradigms [4] - Xiaomi's AI glasses are reportedly seeing interaction rates 6 to 7 times higher than their mobile counterparts, indicating a shift in user engagement [4] - The focus for hardware companies is on leveraging supply chain advantages and creating user-centric experiences to enhance product stickiness [5]