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Wabi 创始人的 7 个预测火了,给 AI 而非人类做的数据库ARR 一年涨了6 倍
投资实习所· 2026-01-09 08:34
Core Insights - The article presents seven predictions about consumer AI products, emphasizing unique viewpoints on hardware challenges and the future of AI interactions. Group 1: Predictions on AI Devices - Prediction 1: Screenless AI devices are likely to fail due to the strong functionality of smartphones and the challenge of proving the necessity of a new device for passive consumption [1]. - Prediction 2: Always-on devices will not succeed as daily life does not require constant recording, and existing tools can fulfill this need without additional hardware [2]. Group 2: User-Generated Content and Applications - Prediction 3: Mini-apps will enable user-generated content (UGC) personal software, similar to how short videos transformed content creation [3]. - The product Wabi, which raised $20 million in a pre-seed round led by a16z, is positioned as a personal software platform for creating and sharing personalized mini-apps [4]. Group 3: Future of AI Chatbots - Prediction 4: By 2030, there will be two main types of general AI chatbots: one that is predictable and reliable, and another that is proactive and relationship-oriented [7]. Group 4: Marketing and Growth Trends - Prediction 5: Performance marketing for apps is becoming obsolete, with many studios focusing on the same CAC/LTV arbitrage strategies [8]. - Prediction 6: The fastest consumer product to reach $1 billion ARR will be AI virtual hosts, driven by the decreasing costs of real-time video generation [9]. Group 5: Discovery and Interaction Challenges - Prediction 7: The winner in the AI space will be the one who solves the discovery problem, as most users struggle with the command-line nature of current AI interfaces [10]. - There is a growing demand for AI products designed specifically for AI use, as evidenced by a database product that achieved a 600% ARR growth to $6 million [15].