国内的这款“赛博陪玩”闯进了东京TGS

Core Insights - The Tokyo Game Show (TGS) is the largest in its 29-year history, covering 160,000 square meters with over 1,000 participating companies, yet only one AI-related company is present [1][3] - The focus of TGS attendees is not primarily on AI, indicating a gap between AI advancements and gaming interests [3][14] - The AI gaming company "Xinying Suixing" is the only domestic AI company to secure a spot at TGS, showcasing its potential in the market [3][4] Company Overview - "Xinying Suixing" aims to combine AI with gaming, focusing on creating virtual companions for players, which is a unique approach compared to traditional AI chatbots [6][8] - The founder, Liu Binxin, emphasizes the importance of understanding user needs and data utilization in developing AI products [21][30] - The company has seen rapid growth, with global users increasing from 9 million to 10 million within a month, although the number of paying users remains low [28][29] Market Trends - The AI gaming sector is viewed as a potential battleground for future competition, despite current limited participation from major players [14][15] - Liu Binxin believes that large gaming companies may enter the AI space but will not share data or resources due to their corporate culture [17][18] - The company is exploring a transition from a consumer-focused model to a business-to-business (B2B) strategy, aiming to collaborate with game developers for advertising opportunities [29][30] Challenges and Opportunities - The company faces challenges in establishing a local presence in Japan, which is crucial for B2B partnerships due to cultural business practices [31][32] - Despite the challenges, Liu Binxin remains optimistic about the global potential of AI products, suggesting that successful models can emerge from China [28][30]