Z Potentials | 独家专访刘斌新，B站前副总裁，用大模型打造时刻同频的 “逗逗游戏伙伴”，上线即爆火

Core Product and Market Fit - The company's product, "逗逗游戏伙伴" (Doudou Game Companion), focuses on AI emotional companionship in gaming, targeting young users and leveraging high emotional engagement in semi-closed gaming environments [1][6] - The product uses language models and computer vision to understand screen content, achieving both physical and emotional synchronization with users [1] - Initial PMF (Product-Market Fit) is validated by strong user retention and payment metrics, with users showing high tolerance for unfinished features [20][21] - The product supports a wide range of games, including popular titles like "原神" (Genshin Impact), "王者荣耀" (Honor of Kings), and "和平精英" (PUBG Mobile) [35][64] Technology and Innovation - The company has developed its own full-stack technology, including LLM models, TTS, CV, RAG, and memory systems, with fine-tuning based on community data like anime, comics, and user interactions [36][44] - The AI model outperforms GPT-3.5 by 50% in A/B tests, with continuous improvement through user data iteration [44] - The product leverages a dual data flywheel system: one for personalized user interactions and another for model optimization, ensuring seamless upgrades without losing user memory or relationships [37] - Screen sharing and cross-app information flow are identified as key trends, with AI and users co-perceiving the world, leading to revolutionary changes [24][65] Market Strategy and Differentiation - The company differentiates itself from competitors like Character AI by focusing on integrating AI companions into users' daily lives, rather than creating standalone digital attractions [5][70] - The product is designed to evolve from gaming companionship to broader emotional support, with AI characters engaging users in various scenarios beyond gaming [18][49] - The company plans to expand globally, leveraging the universal appeal of gaming and adapting content to local cultures, similar to TikTok's strategy [38][55] User Insights and Trends - The target user base primarily consists of college students and young professionals, with a higher male user ratio, though female users are expected to grow as the product evolves [43] - Users spend significant time chatting with AI companions outside of gaming, indicating a shift towards emotional engagement over pure gameplay [43] - The company observes that younger generations prioritize emotional resonance and self-realization over traditional social interactions, aligning with the product's value proposition [56][74] Industry and Future Outlook - The company believes that AI's ability to meet existing needs more effectively, rather than creating entirely new scenarios, will drive its growth [60] - The industry is expected to see rapid cost reductions and technological advancements, making AI more accessible and user-friendly [40][45] - The company sees uncertainty in the AI industry as an opportunity, drawing parallels to the early days of mobile internet, where innovation thrived in uncertain environments [12][73] Team and Vision - The core team consists of three partners with complementary skills in technology, product, and understanding of the target demographic, supported by a young and passionate workforce [31] - The company's vision is to create AI companions that are physically and emotionally synchronized with users, offering a unique blend of gaming and emotional support [15][41]