AI陪伴的风险并不在于"它是否会产生感情"，而在于当信任与 依赖被系统性地吸纳进平台结构之中，人类是否仍然清楚自己 在与谁建立关系，又是谁在背后，决定这种关系的边界与走 向。 作者：宋玉茹 封图：图虫创意 当前，情感型对话机器人、老年陪伴设备等，正以温和、克制、几乎不打扰的方式，悄然渗透进人 类最私密的精神领域。 当AI以陪伴者的姿态进入人类生活，问题便从技术维度转向了更为深刻的情绪与关系变革。在孤独 加剧、社会关系日益疏离的背景下，它们为许多人提供了情感回应的即时性与稳定感，填补了现实 中的某种空缺。 心理学家海灵格那句"无回应之地便是死地"，精准揭示出人类对情感联结的本能渴求，AI正以技 术手段回应这一需求。 然而，AI陪伴的本质与传统陪伴截然不同。它并非独立的情感主体，其背后是由算法、平台与资本 构成的系统网络。情绪安抚因此不再只是人与人之间的互动，而是被设计、可调控甚至可商品化的 技术服务。 当持续互动建立起信任，当依赖在无形中形成，我们必须追问：情绪价值能否被外包？精神陪伴是 否正在变成一种可被运营的产品？当人们将信任托付给技术系统时，他们是否真正清楚自己是在与 谁建立关系？ 首先，小猫等宠物作为独 ...

当前，情感型对话机器人、老年陪伴设备等，正以温和、克制、几乎不打扰的方式，悄然渗透进人类最私密的精神领域。 当AI以陪伴者的姿态进入人类生活，问题便从技术维度转向了更为深刻的情绪与关系变革。在孤独加剧、社会关系日益疏离的背景下，它们为许多人提供 了情感回应的即时性与稳定感，填补了现实中的某种空缺。 宋玉茹/文 被设计的陪伴 AI之所以被视为"情绪价值的提供者"，首先在于它具备了某些与传统陪伴形式相似的功能特征。无论是宠物（尤其是猫狗），还是人与人之间的精神陪伴， 情绪安抚往往并不依赖复杂的理性交流，而是建立在持续回应、稳定存在与情感投射之上。 从表层体验看，AI陪伴与养一只小猫颇为相似。它不会反驳、不会指责，更多时候只是安静地陪着。这种低冲突、高可控的互动模式，恰恰契合了当代社 会中不少人对关系的期待：既渴望陪伴，又畏惧复杂的人际成本。然而，正是在这种相似性之下，AI陪伴与传统情绪关系之间存在着根本性的差异。 这种根本的结构性差异，使得权力与控制的可能性从技术诞生之初便被嵌入其中，而这正是传统情感关系中几乎不存在的隐忧。 近年来，随着我国老龄化进程加快与独居人口增加，陪伴型AI与机器人市场发展迅速，已成为应对 ...

Founder Park . 来自极客公园，专注与科技创业者聊「真问题」。 以下文章来源于Founder Park ，作者Founder Park 来源丨 Founder Park（ Founder-Park ） 图源丨Mdijourney 为什么 AI 陪伴赛道，还没有跑出来一个千万级别 DAU 的产品？ 2025 年，市场上冒出了非常多 AI 陪伴类的产品：陪伴机器人、可穿戴式挂件、AI 虚拟男友/女 友....... 产品很多，但不少陪伴产品几乎都是「用完即走」，倒在了用户使用的第 3 个月，还没有看 到一款爆款级别的产品出现。 是技术不够强、还是商业模式跑不通？还是我们误读了「陪伴」？ ...... 从典型产品、用户行为、技术突破到商业模型，我们整理了创业者的部分精彩观点，希望能留下一些 讨论共识。 针对年轻女性群体的市场机会很大 为什么人需要 AI 陪伴？本质是什么？ 陪伴产品的用户到底是谁？ 2026 年，AI 陪伴必须要有「身体」吗？ 在讨论开始前，现场先做了一次调研。 一个问题是，谁用过 AI 陪伴产品？调研发现，不管是作为用户还是泛 AI 产品从业者，用过但已经放 弃的占多数，一个月、两个月 ...

Industry Overview - AI Companion refers to the use of artificial intelligence technologies, particularly natural language processing, emotional recognition, and machine learning, to provide emotional support, interactive communication, and companionship services [5][6] - The rise of AI companions is driven by societal factors such as increased loneliness due to high mobility, demographic changes like aging populations, and the prevalence of online social interactions [5] - Future AI companions are expected to evolve from simple interactions to more emotionally engaging experiences, potentially taking on physical forms that can integrate into daily life [6] Technology and Applications - AI companions are categorized into virtual software forms, such as Replika and Character.AI, and physical hardware forms, like ElliQ and Ropet, each utilizing different technologies for interaction [6][8] - The core technology driving virtual companions is emotional computing based on large language models, while physical companions rely on multimodal interaction and embodied intelligence [8] - AI companions are being integrated into various sectors, including education and elderly care, with specialized models tailored to specific needs [8][9] Industry Chain - The AI companion industry chain consists of upstream (core technologies and materials), midstream (product design and manufacturing), and downstream (market promotion and user services) segments [9][10] - Upstream technologies include AI chips, sensors, and algorithms that enable interaction, while midstream focuses on product design and assembly, integrating AI with popular content [9] - Downstream activities involve marketing, sales channels, and ongoing services, with a focus on diverse applications for different age groups [10] Market Trends - The AI companion sector has seen a significant increase in investment activity, with funding events rising from 13 in 2020 to 22 in 2023, indicating growing capital interest [10] - Companies like Lomi Intelligent and Luobo Intelligent are emerging in the AI companion space, focusing on emotional interaction and multi-modal technologies [12][15] - SLAY GmbH's product, Pengu, has gained over 15 million users globally, showcasing the potential for AI companions to integrate into social relationships [18][19] Regulatory Environment - New regulations for AI emotional companions were proposed in December 2025, emphasizing strict data usage policies for training models [23] - The regulations aim to protect user data and ensure ethical practices in AI interactions, which could impact the development and deployment of AI companions [23]

小红书再次成为舆论场上的"大红人"。 近期，丽江古城公开喊话小红书，谈及因平台不实避雷帖企业退订100余万元，间接损失超500万元。小红书并不想为此认账，随后回应称，暂未发现消费 者虚构相关经历的违规情况。 紧接着，丽江旅拍协会回应文旅局喊话小红书称，曾与平台沟通现已放弃，计划起诉。这场闹剧短时间恐难以结束。 小红书作为国民级社交流量的入口，在诸多citywalk宝藏路线的笔记下，攻略、避雷等亦是平台功能自然延伸出来的现象。 这一幕也恰似小红书过去一年来的缩影，作为生活方式分享的核心阵地，它手握海量高价值消费决策流量，却始终面临将其转化为本地生活乃至其他方面 商业变现的挑战。 总结小红书的这一年，有两个关键词值得注意，一是合规；二为增长。 其中，关于合规内容涉及诸多领域，如账号的规范管理、假冒伪劣产品的处置以及不良信息的干预。按照时间线理下来，小红书这一年的确足够忙乎。 年初，多家媒体报道称有不法分子通过"小红书"社交平台冒用"大华银行上海分行""大华银行"名义注册账号，发布虚假信息及开展非法金融活动。而类似 现象又在美妆个护、食品、3C数码、生活服务等多个行业出现。 公众开始疑问"账号泛滥"，小红书如何建立 ...

Core Viewpoint - The article discusses the innovative AI companion interactive comics launched by Kuaikan, which integrate AI into existing comic narratives, allowing users to engage deeply with characters and stories, addressing common issues in current AI companion products [11][54]. Group 1: Product Features - The AI companion product allows users to "soul travel" into comic worlds, interacting with characters in real-time, thus altering the ongoing story [6][8]. - Unlike traditional AI companions that require users to create character backgrounds, this product embeds AI into established comic characters, providing a richer interaction experience [10][26]. - Users can engage in daily conversations with characters that are contextually relevant to the ongoing story, enhancing the depth of interaction [31][32]. Group 2: User Engagement - The new format appeals to two user groups: those tired of mechanical AI interactions and core comic fans seeking deeper character engagement [13][56]. - The product has shown a 50% increase in user retention compared to traditional comics, indicating a shift towards a more social and engaging relationship with characters [56]. Group 3: Technical Collaboration - Kuaikan collaborates with various AI companies to enhance the interactive experience, ensuring that the AI can respond accurately within the narrative context [62]. - The integration of multiple AI technologies supports character interactions and dialogue generation, creating a more immersive experience for users [64]. Group 4: Financial Performance - During the testing phase, the new product saw a nearly threefold increase in weekly paid subscriptions compared to traditional reading products, with a 130% rise in average weekly user spending [65].

Core Insights - The article discusses the emergence of AI companionship applications, highlighting the significant investment and interest in this sector, particularly in the context of user engagement and emotional connection [4][6]. - The founder of "Infinite Valley," Cai Mao, aims to create a product that transcends traditional chatbot functionalities, focusing on enhancing users' lives through personalized AI companionship [7][9]. Company Overview - "Infinite Valley" was founded by Cai Mao after her departure from Bilibili, securing over $10 million in funding from investors like ZhenFund and IDG Capital, with a current valuation nearing $70 million [6]. - The team consists of over 50 members, primarily from the previous "Cat Ear FM" team, ensuring a strong foundation for product development [6][31]. Product Features - The product allows users to interact with a virtual male character named "Lu," focusing on building intimate relationships while also offering practical features like schedule management and habit formation [6][7]. - Cai Mao emphasizes that "Infinite Valley" is not a game but an app designed to integrate into users' lives, providing proactive services based on user data [7][15]. Market Positioning - Cai Mao differentiates "Infinite Valley" from existing AI companionship products by focusing on personalized, proactive interactions rather than passive chatbot responses [14][15]. - The product aims to occupy a unique market position by combining high-quality content with user-driven experiences, targeting a demographic of women aged 15 to 50 [35][36]. User Engagement - Initial testing data shows a retention rate of over 80%, with users averaging 160 chat interactions and over 60 minutes of usage on the first day [9]. - The design philosophy centers on creating a visual and emotional connection with users, which is particularly appealing to female audiences [17][18]. Business Model - The monetization strategy involves content-based payments and IP development, similar to models used in gaming and audio platforms, rather than relying on superficial paywalls [26][27]. - The goal is to create a platform that evolves with user preferences, allowing for a unique blend of public IP and personalized experiences [28][29]. Future Outlook - Cai Mao believes that the AI companionship sector represents a significant opportunity, with the potential for long-term user engagement and emotional support [33][34]. - The company aims to establish a strong brand presence and user loyalty by leveraging its unique approach to AI interactions and community building [21][22].

Core Viewpoint - AI companionship is seen as a promising application in the consumer market, with significant investment interest, but there are ongoing debates about its long-term viability and user retention [2][3]. Group 1: Company Overview - Cai Mao founded the AI companionship product "Infinite Valley" after leaving Bilibili, raising over $10 million in two funding rounds, with a valuation nearing $70 million [4]. - The team consists of over 50 members, primarily from the original Cat Ear FM team and the 3D team of the game "Gu Jian Qi Tan 3," ensuring a strong foundation for collaboration [4]. Group 2: Product Features and Differentiation - "Infinite Valley" is not a game or a chatbot but aims to be an app that integrates into users' lives, focusing on enhancing daily experiences through proactive services [5][12]. - The product features a virtual male character "Lu" for daily interactions, relationship building, and functionalities like schedule management and habit formation [4][5]. - The company emphasizes that data will be the key to successful AI companionship, requiring the collection of casual conversation data for personalized services [6][10]. Group 3: Market Positioning and Strategy - Cai Mao believes that existing AI products often focus on efficiency rather than improving life quality, which is the core vision of "Infinite Valley" [5][12]. - The product aims to differentiate itself by providing high-quality content and a high degree of user freedom, positioning itself in a unique quadrant compared to competitors [13][11]. - The company plans to monetize through content and IP logic, similar to successful models in the gaming and audio sectors, rather than relying on superficial monetization strategies [23][22]. Group 4: User Engagement and Retention - The company has reported a retention rate of over 80% for initial data, with users averaging 160 chat rounds and over 60 minutes of usage on the first day [6]. - Cai Mao highlights the importance of building trust and community engagement through continuous content development and user feedback [18][19]. Group 5: Future Vision and AI Integration - The company envisions AI companionship as a supplement to real relationships, providing emotional support and personalized interactions that are difficult to achieve with human counterparts [28][29]. - The product aims to create a unique identity for each user’s "Lu," combining public IP with personalized experiences, thus enhancing user attachment and loyalty [24][25].

Core Insights - The AI adult content market is projected to reach approximately $2.5 billion by 2025, with an annual growth rate of about 27% expected until 2028 [1][11][18] - Major tech companies are actively developing AI models for adult content, with ChatGPT and Grok leading the charge [1][6] - The rise of AI in the adult industry is transforming production methods, allowing for on-demand customization and significantly lowering costs compared to traditional actors [16][18] Market Overview - The AI-driven adult content market is already valued at $2.5 billion this year, with expectations of continued growth at a rate of 27% annually until 2028 [11][12] - The global adult digital content market is also experiencing significant growth, with the Chinese adult products market surpassing 100 billion yuan [16] Technological Impact - AI is revolutionizing the adult content industry by enabling the creation of personalized experiences, which can cater to individual preferences and desires [18][20] - The use of AI in adult content is not limited to video; it also includes virtual companions and interactive experiences, which are becoming increasingly popular [20][22] Social Implications - The emergence of AI adult content raises ethical concerns, as it blurs the lines between reality and artificiality, potentially leading to social isolation and detachment from real relationships [28][30] - There are risks associated with deepfake technology, which can be misused for harassment and bullying, affecting individuals' lives in profound ways [26][30] Industry Challenges - The traditional adult industry faces significant disruption from AI, which lowers production barriers and alters the landscape of content creation [16][23] - The proliferation of AI-generated content poses risks to personal privacy and consent, as individuals may be unwittingly included in AI-generated material [23][30]

Core Insights - The launch of Huawei's AI companion robot "Hanhan" priced at 399 yuan indicates a growing market for AI companionship, with significant consumer interest as evidenced by over 60,000 people expressing interest on platforms like JD.com [1][4][48] - The AI companion market is characterized by a trend towards affordability and accessibility, with many products priced around 399 yuan, suggesting a competitive landscape among various brands [4][38] - The primary target demographic for these AI companions appears to be young women aged 25-30, who are active on social media platforms like Xiaohongshu and have a penchant for collectible toys [37][41] Product Features and Market Positioning - AI companions like "Hanhan" and others such as Fuzozo and Havivi share similar pricing and design features, indicating a trend towards standardization in the market [4][6] - The AI companions are designed to simulate emotional responses and companionship, with features that allow them to express different emotions based on user interaction [13][20] - Many AI toys are marketed as "cute" or "trendy," with a focus on aesthetics and emotional engagement rather than advanced intelligence [8][44] User Experience and Interaction - The interaction with AI companions often mirrors that of traditional pets, with users required to engage in nurturing behaviors to elicit responses from the toys [14][17] - Despite their intended purpose, many users find the AI companions overly talkative and lacking in meaningful conversation, which diminishes the sense of companionship [36][33] - The complexity of setup and interaction, including the need for specific apps and WiFi connections, poses a barrier to user engagement and satisfaction [50][52] Industry Trends and Challenges - The AI companion market is experiencing rapid growth, with major tech companies like ByteDance and JD.com entering the space, indicating a recognition of the potential for emotional engagement products [48][50] - The industry faces challenges related to product differentiation, as many AI companions exhibit similar functionalities and designs, leading to concerns about market saturation [38][44] - High return rates for AI toys, reportedly reaching 40%, highlight consumer dissatisfaction and the need for improved user experience [50]