明年或将成为消费类AI To C 应用元年。 来源：LiblibAI官方供图 10月23日，AI应用公司LiblibAI正式宣布完成1.3亿美元B轮融资，该笔融资由红杉中国、CMC资本及一战略投资方联合领投，老股东顺为资本、源码资本、 明势创投、渶策资本超额增持，远识资本继续担任本轮融资的独家财务顾问。 该笔融资是今年目前国内AI 应用赛道最大单笔融资，并超过了Manus在今年4月完成的7500万美元融资额度。官方表示，该轮融资完成后，LiblibAI将加速 全球化布局。视野扩大至全球范围后，LiblibAI有望迎来更多付费群体，以及更多来自头部大厂与多元创业公司的竞争。 公开资料显示，LiblibAI公司主体北京奇点星宇科技有限公司成立于2023年5月，对外投资公司包括上海哩布哩布科技有限公司、星流共振（北京）科技有限 公司、南京仓颉文化创意有限公司。公司旗下产品包括AI图像生成平台LiblibAI、今年5月由海外子公司发布的设计Agent Lovart、7月推出的本土化产品星流 Agent。其中LiblibAI日活跃用户400万，总用户数约2500万，暂时仍处于亏损投入状态。 来源：SimilarWeb ...

Core Insights - The year 2024 is anticipated to be the inaugural year for consumer-oriented AI applications [1] - LiblibAI has successfully completed a $130 million Series B funding round, marking the largest single financing in the domestic AI application sector this year [3] - The company aims to accelerate its global expansion following this funding, which is expected to attract more paying users and increase competition from major firms and diverse startups [3] Company Overview - LiblibAI, established in May 2023, operates under Beijing Qidian Xingyu Technology Co., Ltd., and has invested in several companies including Shanghai Liblib Technology Co., Ltd. and Nanjing Cangjie Cultural Creative Co., Ltd. [3] - The company offers products such as the AI image generation platform LiblibAI, the design agent Lovart, and the localized product Xingliu Agent, with a total user base of approximately 25 million and 4 million daily active users [3][4] Product Development - LiblibAI has launched an upgraded version, LiblibAI 2.0, which integrates various model tools and provides a professional AI creative studio for users [4] - The platform supports both open-source and closed-source models, featuring a comprehensive library of image styles and video models, which has led to the incubation of over 20 million AI creators [4] Market Position and Competition - LiblibAI's website traffic in September was 2.73 million, a slight decline of 0.63%, while its competitor, ByteDance's Jimeng AI, saw an increase of 27.25% to 9.446 million visits [5][8] - The competitive landscape is characterized by different strategies, with LiblibAI focusing on a "model supermarket + professional workflow" approach, while Jiemeng AI emphasizes "self-developed models + one-click consumer experience" [5][8] Financial Performance and Future Outlook - Lovart, a product under LiblibAI, has shown a stable increase in daily active users, reaching approximately 200,000, with an estimated annual revenue of $30 million [8][9] - The founder predicts that the cost of tokens required for the Agent will decrease over time, and subscription models will become a fundamental business strategy, indicating a shift towards consumer AI applications [9]