2025年的创业圈，最火的词是"情绪消费"，最难的事是"PMF"。 数据摆在那：近五成消费者愿意为沉浸式体验、潮玩盲盒买单，88.2%的人都说自己"压力山大"，60% 以上觉得"花钱能买开心"。 这波2万亿规模的热潮里，无数人挤破头想分一杯羹，却卡在了PMF这道坎上，说白了就是产品和市场 没对上眼，忙活半天全白干。 说句实在话，创业者最怕的不是没资金、没团队，而是瞎忙活。 传统验证PMF的路子太"烧钱"，动辄几十万砸进去做产品，最后发现用户不买账，只能黯然退场。 但有个创业团队偏偏反其道而行，在情绪消费+戏曲非遗+虚拟人这个跨界赛道，用42元就搞定了价值 主张PMF。 他们的核心秘诀特简单：抓准用户为啥掏钱，比做完美产品重要100倍。 情绪消费爆火，PMF为啥难寻 2025年的情绪消费市场，火得简直没道理。 Z世代每月花在情绪消费上的钱平均949元，还有18.1%的年轻人每月愿意掏2000元以上买开心。 从捏起来解压的捏捏乐，到陪你聊天的AI宠物，从线下脱口秀到线上非遗体验，只要能让人心里舒 坦，就有人愿意买单。 但热闹背后，创业者的PMF困境越来越突出：-要么盲目跟风，看到非遗火就扎堆做文创，看到虚拟人 热 ...

Core Viewpoint - The article discusses the challenges and opportunities in the "companionship" sector of AI, emphasizing that successful products often rely on mechanisms beyond emotional connection, such as gamification, strong IP, and novelty-driven sales [4][6][12]. Group 1: Revenue Models in Companionship AI - Relying solely on users paying for "AI companionship" is currently unfeasible, as most successful products derive revenue from gamified mechanisms, strong IP, or novelty [6][12]. - Many products in the emotional companionship space generate revenue through gamified features like "card draws" and "blind boxes," driven by user impulses rather than emotional connections [6][12]. - The presence of a strong IP or aesthetic appeal can lead users to purchase based on emotional projection rather than the intrinsic value of companionship [6][12]. Group 2: Importance of Presence - To effectively engage users, products must first establish a physical presence in their lives, which can be achieved through habitual usage or occupying physical space [8][9]. - The ability to gather user input is crucial for AI products, as it forms the basis for delivering value, necessitating a balance between the quantity and quality of input [10][11]. Group 3: Hardware vs. Software - The article suggests that hardware may provide a more stable business model in the companionship sector, as it allows for immediate revenue generation through sales, even if software experiences are lacking [13][14]. - Entering the hardware space presents significant challenges, including technical and engineering hurdles, but it can yield clearer validation signals for business models [14][15]. Group 4: Market Demand and Product-Market Fit - Identifying genuine market demand is essential for success; real user engagement and financial commitment are more valuable than theoretical demand [12][13]. - Establishing a solid product-market fit (PMF) is critical before enhancing the product's companionship capabilities, ensuring sustainability and growth [13][14].