文｜唐辰 图｜春节红包大战 网络图 红包能撑开多大的AI入口？ 2026年AI圈的年味，在腊八节前后被腾讯和百度拉高。1月25日，腾讯元宝和百度文心先后宣布，要在这个春节分别发出10亿、5亿现金红包，单个红包 最高可得10000元。 双方的玩法有着明显差异：腾讯以优势的"社交裂变"为特色，用户除了可以自己领取红包，还可以分享红包到微信、QQ好友和社群。同时，元宝还在灰 度测试社交类产品元宝派，腾讯董事会主席马化腾称，这本来是绝密的项目。 腾讯的最大依仗还是微信这座社交金矿，其试图用最短的路径，把流量从社交场景导流到AI应用上。 这背后是，腾讯对字节豆包、阿里千问先后在AI2C上跑马圈地，并拿下亿级活跃用户的紧迫感： 10亿红包，本质上是腾讯为争夺用户心智支付的战略性 学费。 图注：元宝红包活动 唐辰截图 百度则联动北京广播电视台春晚，并推出三种核心玩法：看视频领钱、前1000名集齐稀有卡得万元、通过文心助手猜口令。其特征就是和"AI深度绑定"， 提升投入产出比。 这种"撒钱抢人"的戏码，在移动互联网时代并不陌生，它们的意图也很明显，希望在春节黄金窗口期实现用户规模与心智的跨越式增长。 但让人唏嘘的是，AI已经 ...

Core Insights - The article discusses the emergence of AI2C (AI to Consumer) application companies in China, highlighting the potential for a billion-dollar market opportunity that is ready to be unlocked [3][4]. Group 1: Event Overview - The event featured deep discussions with five AI entrepreneurs and experts, focusing on software applications from models to production, and strategies for going global [3][5]. - A total of 40 seats were available for this closed-door event, emphasizing exclusivity and targeted networking [1][12]. Group 2: Entrepreneur Presentations - Four early-stage entrepreneurs presented their business models in five-minute pitches, aiming to identify the first true demand in AI2C and strategies for international expansion [5][6]. - Notable entrepreneurs included: - The founder of Xiaoying Technology, which has developed popular video creation software with over 100 million global users in less than two years [12]. - The CEO of YouMind, an AI learning and creation tool that aims to create a comprehensive creative ecosystem [14]. - The head of Z.ai, which has seen a tenfold increase in paid users within two months after launching new models [15]. - The head of Amazon Web Services in Greater China, which offers over 240 services across 120 availability zones globally [16]. Group 3: Roundtable Discussions - The event included interactive roundtable discussions where participants could engage directly with mentors on specific topics, fostering deeper insights into the AI2C landscape [10][11]. - The format allowed for personalized discussions, enhancing the learning experience for attendees [11][12]. Group 4: Collaboration and Support - The event was supported by various organizations, including Amazon Web Services and Linkloud, indicating strong industry backing for AI entrepreneurship [22][23]. - Collaboration with academic institutions like Tsinghua University highlights the integration of research and practical applications in the AI sector [23].