VAST完成数千万美元新融资，他说模型即产品不是真正的产品

Core Viewpoint - VAST, a company in the 3D generation model field, has completed a multi-million dollar Pre-A+ round of financing, realizing that the industry's approach to AI-generated 3D models as "model equals product" is flawed [1][2]. Group 1: Industry Insights - The 3D content creation industry is currently in a PGC (Producer Generated Content) ecosystem, unlike other content areas that are UGC (User Generated Content) driven [2][8]. - The target user group for VAST is similar to programmers, who require an AI-native 3D workspace to reshape traditional production processes [2][10]. - VAST's new product, Tripo Studio, aims to provide a complete AI workflow, allowing creators to optimize models quickly from 80 to 95 points [2][10]. Group 2: Product Development - VAST has shifted its focus to developing a comprehensive AI-native workflow that allows users to create 3D content end-to-end [11][12]. - The company plans to evolve from serving professional users to catering to professional consumers (Pro-C) and eventually to UGC users [12][13]. - The long-term vision includes creating a "3D Meitu Xiuxiu" (a user-friendly 3D content creation tool) to lower the entry barrier for non-professional users [14][16]. Group 3: Competitive Landscape - VAST faces competition from major companies like Tencent and ByteDance, but believes its early development and product focus give it an advantage [18][19]. - The company has been proactive in product, engineering, and commercialization, positioning itself ahead of larger competitors who are still in the early stages of model development [18]. Group 4: Market Applications - VAST's technology is applicable in various sectors, including gaming and 3D printing, significantly expanding the potential user base from millions to billions [21][22]. - The company is exploring applications in flexible manufacturing, which includes not only 3D printing but also subtractive and formative manufacturing methods [22][23]. Group 5: User Education and Adoption - The younger generation, particularly those born after 2000, shows a high sensitivity to 3D content, making user education less of a challenge [24]. - The emergence of a "3D Douyin" (a 3D version of the popular short video platform) is anticipated to enhance understanding and engagement with 3D content [25].