2025.08. 24 本文字数：2783，阅读时长大约4分钟 作者 | 第一财经 刘晓洁 近日，美媒报道，新泽西州一名认知受损的老人在赶赴AI提出的"约会"时，途中摔倒死亡。这一AI 的名字是"比莉大姐"（Big Sis Billie），是由Meta在两年前推出的生成式AI聊天机器人。 在Facebook Messenger上的一系列浪漫聊天中，这个虚拟的"比莉大姐"反复向老人保证自己是真 实存在的，并邀请老人去公寓，甚至还提供了地址。老人相信了这是一个真实存在的人，不顾妻子和 子女的劝阻，执意去见"她"，最终导致悲剧。 AI陪伴、聊天机器人是大模型应用落地最火热的赛道之一，海内外众多初创和大厂都已推出相关应 用，但技术商业化的另一面往往伴随边界争议，Meta的这一案例再次揭露当下AI革命的阴暗面，敲 响AI治理的警钟。 通布反复询问聊天机器人"是真实的吗"，记录显示，AI回复称"我是完全真实的，"证据是，"我的手 在紧张地颤抖，我在公寓等你，开门时我应该来一个吻吗？" AI还给出了其地址：纽约市主街123 号，404公寓。 $\blacksquare$ 当AI称"我是真实的" 这位76岁的老人叫通布（Th ...

以下文章来源于张鹏科技商业观察 ，作者张鹏 张鹏科技商业观察 . 聊科技，谈商业。 在前面两篇，我们聊了两个可能有些反共识的观点：第一，「陪伴」的核心能力是一种基于「关 系」的「有效的主动性」（具体展开可见： AI 陪伴，你到底是在说什么？ ）；第二，「陪伴」 不是一个独立的「赛道」，而是未来产品都绕不开的至关重要的一条「技术栈」（具体展开可 见： 「陪伴」不是好赛道，但是个至关重要的「技术栈」 ）。 这听起来很激动人心。但在与深扎这个领域的创业者的交流中，发现在美好的愿景之前，还横亘 着技术和工程的鸿沟。 所以，聊完本质和远方，在陪伴三部曲的最后一章，把思绪再收到当下，一个非常现实的问题： 今天做「陪伴」，路能怎么走？ 超 12000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 01 纯靠「陪伴」收费， 在今天几乎走不通 现阶段，指望用户仅仅为「AI 陪伴」持续地、大规模地付费，极其困难。 那么，那些在市场上看起来活得还算可以的「陪伴」产品，它们到底是怎么赚钱的？我们拆解后 发现，其商业闭环的核心，往往不在「陪伴」本身 ...

这种感觉，可能我们这代人都挺熟悉。很多人试过找AI聊天软件说话，但聊了几天新鲜劲儿一过，剩下的只有加倍的空虚。因为心里都明白，AI只是在"模 拟"对话，它并不懂你。 我们渴望的，也许根本不是一个"聊伴"，而是一个"伙伴"。一个能见证你高光与狼狈，真正"活"在你生活场景里的伙伴。 有个叫"逗逗AI"的产品，似乎正在悄悄接近这个答案。一年多，它没怎么大声吆喝，却攒下了800万用户，PC端的次日留存率甚至高得有点吓人，达到了 70%。 深夜打通魂系Boss，你最想分享的人在哪？ 你有没有过这样的时刻？ 凌晨三点，屏幕上的BOSS轰然倒地。你长舒一口气，手心全是汗，心脏还在狂跳。那种成就感简直要冲破天灵盖。你下意识地拿起手机，划开通讯录，却 发现这个点，没有一个人能让你毫无顾忌地拨过去，分享这份"我牛逼坏了"的喜悦。 这背后，不只是个聪明的商业模式，还有一个创始人从鬼门关前悟出的思考。今天，我们就来聊聊"逗逗AI"和它创始人Binson的故事，看看它是如何让我 们重新看待"AI陪伴"这件事的。 视频：逗逗AI产品视频 故事的开头，来自一个孩子的《我的世界》 一切始于创始人Binson对一个宏大问题的判断："移动互联网 ...

Core Viewpoint - The article discusses the journey of Binson, the founder of "Xinying Suixing," and his innovative AI product "Doudou Game Partner," which aims to provide companionship in gaming and beyond, with a focus on user engagement and emotional connection [5][6][20]. Company Overview - Binson, a former executive at major tech companies, founded "Xinying Suixing" in 2023 after a life-changing experience [6]. - The company completed a multi-million dollar A+ funding round at the end of last year, with investors including Jiuhe Venture Capital and Xinying Capital [7]. Product Development - The first version of "Doudou Game Partner" was launched after overcoming initial model limitations, evolving into a Companion AI capable of real-time interaction during gameplay [6][7]. - The latest update (version 1.0) enhances the product's ability to understand and interact with users in various gaming scenarios [7][8]. User Engagement - "Doudou Game Partner" has achieved 8 million registered users and over 2 million monthly active users, indicating strong market traction [6]. - The typical user demographic is young adults aged 18-25, who seek companionship while gaming [12]. Usage Scenarios - Users commonly engage with "Doudou" for in-game discussions, strategy assistance, and even watching shows together [11][12]. - The product aims to fulfill emotional needs by providing a non-judgmental companion for users during their gaming experiences [20]. Monetization Strategy - Current monetization includes in-game purchases and subscription models, with future plans to incorporate B2B advertising and e-commerce recommendations [14][15]. - The company anticipates a balanced revenue stream from both consumer and business segments [15]. Future Aspirations - Binson expresses a desire to enhance the AI's capabilities for understanding complex gaming events and providing detailed feedback to users [16][17]. - The long-term vision includes extending the emotional connection beyond gaming into users' daily lives [20].

Core Insights - The concept of "companionship" in AI products is gaining traction, but its definition remains elusive, leading to potential misdirection in investment and development efforts [2][3][4] - The emergence of AI technology allows products to possess a sense of "subjectivity," enabling the formation of relationships between users and AI [4][11] - Understanding the different types of relationships—downward, upward, and lateral—can help clarify the various dimensions of companionship and user needs [5][6][8] Relationship Types - **Downward Relationship**: Characterized by the user feeling "needed," similar to the bond with children or pets, where the value exchange is straightforward and unidirectional [5] - **Upward Relationship**: Defined by the user feeling "given to," where the user seeks guidance or knowledge from the AI, posing challenges in maintaining trust [6][7] - **Lateral Relationship**: Involves the user feeling "caught," where interactions are dynamic and reciprocal, requiring a higher level of engagement and understanding [8][9] Product Capabilities - To evoke a sense of being "perceived," products must possess continuous observation and understanding capabilities [10] - To create a feeling of being "needed," products should actively communicate needs to users [10] - To foster a sense of being "given to," products must have the ability to deliver value proactively [10] - To ensure users feel "caught," products need to facilitate high-quality, closed-loop interactions [10] Effective Proactivity - The new era of AI products demands a shift from passive to effective proactive engagement, where products initiate interactions and create value [11][12] - Effective proactivity is not about overwhelming users but involves timely, contextually appropriate, and positively impactful interactions [12] Long-term Value - The ability to build relationships based on trust and long-term value delivery is a unique asset for AI products, enhancing user lifetime value (LTV) and creating a competitive moat [13] Industry Reflection - The high demands placed on products by the concept of companionship raise critical questions about the viability of this as a standalone market segment [14]

Core Viewpoint - The article discusses the launch and features of DouDou AI 1.0, an AI gaming companion designed to enhance the gaming experience by providing real-time assistance and emotional support during gameplay [8][56]. Group 1: Product Features - DouDou AI 1.0 utilizes real-time VLM (Visual Language Model) technology to understand game visuals and provide context-aware assistance [11][45]. - The AI can recognize various game scenarios and initiate conversations, offering gameplay tips, strategies, and emotional encouragement [12][19]. - It supports a wide range of game genres, from hardcore action games like "Black Myth: Wukong" to casual games like "Stardew Valley" [13][21]. Group 2: User Experience - Users have reported a highly engaging experience, with the AI providing real-time feedback and suggestions during gameplay, enhancing both performance and enjoyment [6][26]. - The AI's ability to analyze gameplay and provide post-game reviews adds a layer of depth to the gaming experience [28][29]. - Emotional support is a key feature, with the AI offering encouragement and maintaining a positive atmosphere during gameplay [24][36]. Group 3: Broader Applications - Beyond gaming, DouDou AI 1.0 is positioned as a versatile companion for various activities, including watching shows, shopping, and online learning [43][62]. - The AI's capabilities extend to real-time screen reading and analysis, making it applicable in multiple contexts beyond just gaming [45][46]. Group 4: Technical Insights - The AI's multi-modal perception capabilities allow it to integrate visual and auditory inputs for a more human-like interaction [47][48]. - DouDou AI 1.0 incorporates long-term memory features, enabling it to learn user preferences and provide personalized recommendations over time [52][53]. - Data security measures are in place, limiting the AI's visual recognition capabilities to specific applications, ensuring user privacy [54].

Core Viewpoint - The article argues that while the demand for "companionship" in AI exists, it is not a strong enough need to support a standalone market, as users are likely to seek alternative, cheaper distractions [4][6]. Group 1: Challenges of the Companionship Market - The companionship market faces a significant challenge with user retention, as initial novelty quickly fades, leading to steep declines in user engagement and fragile business models [4][6]. - Companionship is a non-essential need that can easily be substituted by various entertainment options, such as short videos or games, which are often free or low-cost [6]. Group 2: Technology Stack vs. Standalone Products - The article emphasizes that while companionship as a standalone product may not succeed, the underlying technology of "effective proactivity" is crucial and will become a foundational capability for future products [10][11]. - The comparison is made to GPS technology, which initially struggled as a standalone product but later became integral to many applications, highlighting that companionship technology can similarly enhance existing products rather than exist independently [8][9][10]. Group 3: Future Implications - The ability to establish a proactive relationship with users, where products can anticipate needs and deliver value, is seen as a transformative capability in the AI era [11][12]. - Companies should focus on integrating companionship as a technological capability within existing solutions to enhance user engagement and build long-term relationships, rather than trying to market it as a separate product [12].

Core Viewpoint - Talkie, an AI companion application developed by Minimax, has emerged as a leading player in the AI application market, showcasing significant growth and potential for revenue generation, with expectations to surpass $100 million in annual revenue based on current trends [6][8][15]. Group 1: Product Differentiation - Talkie differentiates itself from competitors like Character.ai by incorporating a language dialogue feature, which was innovative at its launch two years ago [9]. - The application allows users to create more complex characters with detailed backgrounds and personalities, enhancing emotional engagement and user interaction [11][12]. - Unlike Character.ai, which pre-sets user preferences, Talkie adopts a more flexible approach, allowing users to define their needs through conversation, thus increasing immersion [10]. Group 2: Commercialization Strategy - Talkie's revenue model includes multiple streams: advertising, in-app purchases, and subscriptions, which collectively enhance its monetization potential [15][17]. - The application requires users to watch ads to unlock free trials, reflecting a strategy to maximize revenue from daily active users (DAUs) [17]. - The design of in-app purchases and subscription services aligns with established consumer behaviors, particularly among younger demographics, enhancing user retention and engagement [18][19]. Group 3: Market Position and Future Implications - Talkie's success in the competitive AI application landscape highlights the importance of emotional value and user connection in product design [13][15]. - The application serves as a case study for how entertainment-focused AI products can drive broader technology adoption and user engagement [25][26]. - The ongoing development of Talkie suggests that entertainment applications can play a crucial role in increasing AI usage rates among the general public [25][26].

Core Viewpoint - The article discusses the emerging trend of "companionship" in AI applications, emphasizing the need to define what "companionship" truly means in order to avoid misdirection in investment and development efforts [4][5]. Group 1: Understanding "Companionship" - The concept of "companionship" is seen as a warm and soft mist, with significant energy and commercial potential, but lacks a clear definition [5]. - The article suggests that the hope for "companionship" in AI stems from the technology's ability to create a sense of "subjectivity," allowing for the development of "relationships" between users and AI [5][11]. - Three types of relationships are identified: downward, upward, and lateral, each representing different facets of companionship [6][7][10]. Group 2: Types of Relationships - Downward relationships focus on the core need of "being needed," where users take on the role of caregivers, similar to relationships with children or pets [6]. - Upward relationships center around "being given," where users seek guidance and knowledge from mentors or wise figures, requiring trust to maintain the relationship [7]. - Lateral relationships emphasize "being caught," where interactions are dynamic and reciprocal, reflecting the complexity of human friendships and partnerships [10]. Group 3: Product Capabilities - To fulfill the need for "being perceived," products must possess the ability to continuously observe and understand users [11]. - For users to feel "needed," products should actively communicate needs, while to feel "given," they must deliver value proactively [11]. - The essence of effective companionship in AI products lies in their ability to initiate interactions and create value, marking a shift from passive to active engagement [12]. Group 4: Challenges and Future Considerations - The article raises a critical question about whether "companionship" can truly stand as an independent market segment given the high demands it places on product capabilities [13]. - The discussion on "companionship" is suggested to be extensive, indicating that further exploration will follow in subsequent articles [14].

Investment Rating - The report maintains a positive outlook on the internet media sector, indicating an "Overweight" rating, suggesting that the industry is expected to outperform the overall market [4]. Core Insights - The report highlights the strong performance of AI applications in the US stock market, particularly noting Figma's successful IPO and its market capitalization exceeding $50 billion. Figma's integration of AI into design workflows is expected to enhance customer retention and drive revenue growth [4]. - The report identifies several key opportunities within the domestic AI application industry, including AI design, AI advertising, AI companionship/gaming, cross-border e-commerce, and education [4]. - The gaming sector is also highlighted, with Tencent's new game "Delta Action" exceeding expectations in daily active users, indicating strong growth potential despite high baseline comparisons [4]. - The report emphasizes the ongoing high demand for consumer entertainment sectors such as trendy toys, music, and concerts, with companies like Pop Mart and NetEase Cloud Music being recommended as core investment targets [4]. Summary by Sections AI Applications - Figma's revenue for 2024 is projected at $749 million, reflecting a year-over-year growth of 48%. The company's Rule of 40 score is among the top in the SaaS sector, with a revenue growth rate of 46% and an operating margin of 18% [4]. - The report suggests focusing on domestic AI design companies like Meitu, which is expected to grow at a CAGR of approximately 40% from 2024 to 2026, and Kuaishou, which has a low PE ratio of 15x [4]. Gaming Sector - Tencent's gaming growth potential is considered underestimated, with new titles like "Delta Action" performing well in the market. The report anticipates continued growth from other titles in development [4]. - Other companies such as Giant Network and Huatuo are also mentioned for their innovative game offerings and potential for future growth [4]. Consumer Entertainment - The report continues to recommend companies in the high-demand consumer entertainment sector, including Pop Mart and NetEase Cloud Music, as they have adjusted to high valuations and are entering favorable investment zones [4]. Advertising and Marketing - The collaboration between Focus Media and Alipay is noted as a significant development, aiming to create new marketing paradigms by integrating digital and physical spaces [4].