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8位投资人眼中的“死了么”:是刚需,还是又一个情绪型爆款?
Di Yi Cai Jing· 2026-01-14 12:35
Core Viewpoint - The app "Demumu" (formerly "死了么") has gained significant attention due to its simple concept of allowing users to report their safety daily, addressing a real societal fear of loneliness and lack of awareness in case of emergencies. However, investors express skepticism about its long-term viability as a sustainable business model [1][2][6]. Group 1: Product Overview - "Demumu" has attracted over 60 investors, with a new funding round approaching a valuation of nearly 100 million yuan [1]. - The app's new global branding will be "Demumu," moving away from its original Chinese name, while maintaining its focus on safety and plans for international expansion [1]. - The app's functionality is straightforward, but many investors believe it lacks depth and may not sustain long-term interest [3][4]. Group 2: Market and Social Context - The app taps into the growing societal issues of aging populations and increasing numbers of individuals living alone, which heightens fears of being unnoticed in emergencies [2][6]. - Investors recognize that the app addresses a genuine emotional concern, but question whether its current form can effectively meet this demand [6]. Group 3: Investor Sentiment - Some investors, like Zhou Hongyi, view the app positively, citing its low investment cost and clear user demographic, while others, such as Li Mingshun, express caution, seeing it as a potential short-lived phenomenon [2][3]. - Many investors are skeptical about the app's commercial viability, citing its simplicity and ease of replication as significant drawbacks [4][5]. - Concerns are raised about the app's engagement mechanics, with some investors noting that the "check-in" feature may not align with user behavior, potentially leading to misunderstandings [5].