AI应用深度之二暨GenAI系列报告之三十九：AI应用：商业化初露锋芒

Industry Investment Rating - The report provides a positive outlook on the AI application sector, highlighting significant advancements and commercialization in various fields such as programming, enterprise services, cybersecurity, and advertising [3] Core Views - The AI application sector has seen major breakthroughs in the past year, particularly in areas like AI Agents, programming, enterprise services, and cybersecurity [3] - Large models are transitioning from inference to the AI Agent explosion phase, with new models and AI Agents expected to be released between late 2024 and early 2025 [3] - Companies like ServiceNow, Palantir, and Palo Alto have made rapid progress in AI revenue realization, while AI advertising and education sectors have shown strong performance since October 2024 [3] C-Side Applications - AI advertising: LLMs are enhancing recommendation systems, with companies like Meta and AppLovin leading the way in improving ad efficiency and ROI [4] - AI education: Duolingo's Super subscription rate is increasing, and its Max feature is expected to contribute to AI revenue soon [4] - AI search: Perplexity is positioning itself as a knowledge discovery engine, differentiating from traditional search engines [4] - AI companionship: Talkie, an AI emotional companionship platform, has gained popularity, especially among users interested in card-based gameplay [4] - AI video: ByteDance's AI video products, such as Haiguo AI, have shown excellent performance in video quality and text fidelity [4] B-Side Applications - AI Agents are being integrated into enterprise workflows, with a focus on data and customization. Companies like Palantir, ServiceNow, and Salesforce are leading in AI-driven enterprise solutions [5] - Traditional SaaS tools are being enhanced with LLMs to handle unstructured data, providing more tailored solutions for enterprise needs [5] Key Companies and Their AI Progress - ServiceNow: AI solutions have seen significant adoption, with 44 customers having ACV over $1 million, and 6 customers exceeding$5 million [35] - Palantir: The AIP platform has trained over 1,000 enterprises, showcasing strong adoption in AI-driven data analysis [35] - Salesforce: Introduced Einstein Copilot and Agentforce, embedding AI capabilities into CRM and ERP systems [35] - Duolingo: The Max feature, which includes AI-driven personalized teaching, is now available to over half of its DAU, with plans to expand further [92][97] - AppLovin: The Axon 2.0 AI-driven ad engine has significantly improved ad efficiency, leading to a 32% increase in ROI for advertisers [78][83] AI Advertising and Recommendation Systems - Meta's AI recommendation system has increased user engagement on Facebook and Instagram by 7% and 6%, respectively, in 2024 [76] - AppLovin's Axon 2.0 algorithm has improved ad efficiency, leading to a 22% increase in ROI for advertisers in the US [74] AI Education - Duolingo's Max feature, which includes AI-driven personalized teaching and AI video calls, is now available to over half of its DAU, with plans to expand to 60-70% by the end of 2024 [97][100] AI Search - Perplexity has positioned itself as a knowledge discovery engine, differentiating from traditional search engines. Its MAU reached 15 million in Q1 2024, with annualized revenue hitting $50 million by October 2024 [103][108] AI Companionship - Talkie, an AI emotional companionship platform, has gained significant traction, with MAU exceeding 20 million by October 2024. It combines AI companionship with card-based gameplay, appealing to users interested in virtual social interactions [112][118]