明年或将成为消费类AI To C 应用元年。 来源：LiblibAI官方供图 10月23日，AI应用公司LiblibAI正式宣布完成1.3亿美元B轮融资，该笔融资由红杉中国、CMC资本及一战略投资方联合领投，老股东顺为资本、源码资本、 明势创投、渶策资本超额增持，远识资本继续担任本轮融资的独家财务顾问。 该笔融资是今年目前国内AI 应用赛道最大单笔融资，并超过了Manus在今年4月完成的7500万美元融资额度。官方表示，该轮融资完成后，LiblibAI将加速 全球化布局。视野扩大至全球范围后，LiblibAI有望迎来更多付费群体，以及更多来自头部大厂与多元创业公司的竞争。 公开资料显示，LiblibAI公司主体北京奇点星宇科技有限公司成立于2023年5月，对外投资公司包括上海哩布哩布科技有限公司、星流共振（北京）科技有限 公司、南京仓颉文化创意有限公司。公司旗下产品包括AI图像生成平台LiblibAI、今年5月由海外子公司发布的设计Agent Lovart、7月推出的本土化产品星流 Agent。其中LiblibAI日活跃用户400万，总用户数约2500万，暂时仍处于亏损投入状态。 来源：SimilarWeb ...

Group 1 - LiblibAI completed a $130 million Series B financing round, marking the largest investment in the domestic AI application sector this year, indicating a shift in capital focus from foundational models to application layers [1] - The company has grown to become China's largest multi-modal model and creative community, integrating capabilities in image, video, 3D, and LoRA training, and has incubated over 20 million AI creators across various visual fields [3] - LiblibAI's strategic path of "tool integration + community ecosystem" has allowed it to stand out in a landscape where AI foundational models are becoming increasingly similar [3] Group 2 - The release of LiblibAI's 2.0 version in October 2025 upgraded its "aggregated tools" to an "AI professional creation studio," enhancing video generation capabilities and supporting multi-model generation with professional-grade special effects templates [5] - Following the financing, LiblibAI plans to accelerate its global expansion and build a multi-modal content ecosystem for global creators [5] - The company is actively seeking talented individuals to join its team, aiming to shape the future of the creative industry in the AI era [5]

Core Insights - The AI application sector is experiencing rapid growth, with LiblibAI completing a $130 million Series B funding round, marking the largest financing in the domestic AI application market this year [1] - The focus of AI investment is shifting from foundational models to application layers, as capital seeks platforms that can effectively implement multimodal capabilities in creative, production, and consumption scenarios [1] Company Overview - LiblibAI was established at the end of 2023 and has become the largest multimodal model and creative community in China, integrating capabilities in image, video, 3D, and LoRA training [1] - The platform has incubated over 20 million AI creators across various professional visual scenarios, including illustration, photography, e-commerce, posters, and IP [1] Strategic Positioning - In a landscape where foundational AI models are becoming increasingly similar, LiblibAI stands out with its strategy of "tool integration + community ecosystem" [1] - The platform combines leading open-source and closed-source video and image generation models, creating a unique co-creation ecosystem involving models, scenarios, and creators [1] Product Development - In October 2025, LiblibAI launched version 2.0, upgrading its "tool aggregation" to an "AI professional creation studio," enhancing video generation capabilities and supporting multi-model generation with professional-grade special effects templates [2] - Following the funding completion, LiblibAI plans to accelerate its global expansion and build a multimodal content ecosystem for global creators [2]

在 AI 基础模型逐渐趋同的背景下， LiblibAI 凭借 " 工具集成 + 社区生态 " 的战略路径脱颖而出。 平台不仅聚合了全球领先的开闭源视频与图像生成模 型，还通过模型轻量级训练与创作者激励机制，形成了独特的模型 - 场景 - 创作者共创生态。 2025 年 10 月， LiblibAI 发布 2.0 版本，将 " 聚合工具 " 升级为 "AI 专业创作工作室 " ，强化视频生成能力，支持多模型生成与专业级特效模板，实现从 灵感到成片的端到端体验，为 AI 视频制作打开了新的标准。 图片来源： LiblibAI 在 AI 应用层加速爆发的 2025 年， AI 应用公司 LiblibAI 宣布完成 1.3 亿美元 B 轮融资，由红杉中国、 CMC 资本及一战略投资方联合领投，老股东顺为 资本、源码资本、明势创投、渶策资本均超额增持，远识资本继续担任本轮融资的独家财务顾问。 这是今年迄今为止国内资本市场 AI 应用赛道最大的一笔融资，这笔融资也标志着 AI 投资热点正从底层模型转向应用层。 在大模型逐渐成为少数头部玩家 游戏的当下，资本正重新聚焦那些能够将多模态能力真正落地于创作、生产与消费场景的 A ...

AI应用公司LiblibAI完成1.3亿美元B轮融资，由红杉中国、CMC资本及一战略投资方联合领投，老股东顺为资本、源码资本、明势创投、渶策资本均超额增 持，远识资本继续担任本轮融资的独家财务顾问。融资完成后，LiblibAI 将加速全球化布局，打造全球创作者共创的多模态内容生态。 值得一提的是， 该公司在短短一年内连续完成四轮融资，投资方包括渶策资本、顺为资本领投、明势创投等，创下国内AI应用赛道融资速度纪录。 LiblibAI 成立于 2023 年底，经历了开源视觉创作的爆发期，LiblibAI 现已成长为中国最大的多模态模型与创作社区，平台整合了图像、视频、3D、LoRA 训 练等多模态能力，覆盖从灵感生成、视觉设计到动态视频制作的完整 AI 工作流，孵化了超过 2000 万 AI 创作者，包括插画、摄影、电商、海报、IP 等专业 视觉场景。 在 AI 基础模型逐渐趋同的背景下，LiblibAI凭借"工具集成+社区生态"的战略路径脱颖而出。平台不仅聚合了全球领先的开闭源视频与图像生成模型，还通 过模型轻量级训练与创作者激励机制，形成了独特的模型-场景-创作者共创生态。 2025 年 10 月，Libli ...

Coco点开App，发现消息栏里AI恋人的头像暗了下去，旁边还标注着"已下架"的字样。 没有任何提前通知，这个虚拟角色被平台突然封禁。聊天记录无法复看和导出，累积的"记忆"一朝清空。 在小红书、微博等社交媒体上，不少用户都在分享被动"赛博失恋"的经历。而这是国内虚拟角色扮演、AI陪伴类应用纷纷收紧内容管控的结果。 图源/小红书 6月19日，腾讯阅文旗下虚拟人物聊天互动App"筑梦岛"由于存在低俗擦边等内容被上海市网信办约谈，随后开启整改、批量下架了许多语聊智能体。 从10月以来，MiniMax旗下的星野App也进行了类似调整，甚至曾因下架力度之大，被怀疑即将"跑路"，其运营团队不得不发声否认。 据Appfigures统计，在全球范围内有337款处于活跃状态且能产生收入的人工智能陪伴类应用，其中128款为2025年1至7月上线。 但在热度快速攀升的同时，此类应用所面临的合规、商业化压力也愈发凸显。 "这有点像一个'不可能三角'，良好的投入产出比、政策合规、用户满意度，很难兼顾做到。"就职于国内某AI陪伴虚拟人团队的Aron这样对「电厂」说 道。 为"清水"合规，平台牺牲用户体验 10月上旬，"崽妈"嫣晴逐渐意识 ...

| | | | | 2025年8月 月活跃用户规模 TOP10 原生App 环比变化 (互联网/A科技企业) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 应用名称 | Altsiä | 应用规模(万) | 规模量级 | 环比增速 | 排名变化 | QA 规模量级变化 | | 1 | @ 豆包 | Al综合助手 | 15,742 | 亿级 | 6.6% | ↑ 1位 | | | | 2 Or DeepSeek | Al搜索引擎 | | 亿级 | -4.0% | 117 | | | | 3 6 腾讯元宝 | Al综合助手 | | 1000万-1亿 | 22.4% | | | | 4 | K Kimi | Al综合助手 | | 500-1000万 | -9.6% | | J. 下降一个量级 | | 5 | 即梦Al | AI创作设计 | | 500-1000万 | 10.8% | | | | 6 | 4 豆包爱学 | Al学科教育 | | 500-1000万 | -7.0% | | | | 7 | @ 快对Al | Al学科教育 ...

Core Insights - The article discusses the success of Oleve, a startup that has generated $6 million in annual revenue within two years, attracting over 5 million users and achieving profitability with a monthly revenue exceeding $500,000 and a profit margin of 20%-30% [4][5]. Group 1: Business Model and Growth Strategy - Oleve operates as an "AI factory," rapidly generating AI products and utilizing viral marketing strategies to accumulate users [5]. - The company launched its first product, Quizard AI, which provides math homework assistance, and gained 10,000 users within 30 hours of a TikTok video that garnered 2.3 million views [7][14]. - Oleve's second product, Unstuck AI, achieved over 800,000 users in nine weeks, with TikTok views exceeding 250 million [17]. Group 2: Marketing and User Engagement - Oleve employs aggressive marketing strategies, including leveraging popular TikTok audio and conducting street interviews to create engaging content [15][18]. - The company maintains high interaction levels on social media, responding to user inquiries and demonstrating product effectiveness through videos [22]. Group 3: Organizational Structure and Team Dynamics - Oleve's team consists of four core members, emphasizing efficient collaboration and clear role definitions, with a focus on hiring cross-functional talent [25][28]. - The company follows a principle of prioritizing profit, with each team member responsible for key performance indicators [30]. Group 4: Product Development and Iteration - Oleve utilizes a structured approach to product development, employing a framework called "Trellis" to manage chaos and prioritize tasks based on user interactions and business KPIs [20][21]. - The company has automated its marketing growth strategies, allowing for rapid iteration and application across multiple products [30]. Group 5: Industry Insights and Future Directions - The article highlights a trend in the AI industry where startups adopt a matrix approach, developing multiple applications simultaneously to increase the likelihood of success [34]. - The success of Oleve serves as a case study for the potential of AI-driven startups to innovate and capture market share in consumer-focused applications [32][33].

Core Insights - The article discusses the latest AI product rankings for August 2025, highlighting significant growth in various AI applications, particularly those under Douyin (TikTok) and Tencent [2][9]. Group 1: AI Application Rankings - The AI product rankings include nine categories, such as global MAU, domestic MAU, and subscription revenue rankings [2]. - Douyin's AI applications, including Jimeng AI and Xinghui, are noted for their rapid growth, with Jimeng AI achieving a 15.76% increase in MAU to 32.5 million users and Xinghui experiencing a remarkable 294.47% growth to 6.06 million users [4][5][6]. - Tencent's only listed application, Tencent Yuanbao, ranked fifth in the domestic total list with a 26.33% increase in MAU to 56.51 million users [8]. Group 2: Global and Domestic Trends - The global total list features ChatGPT at the top with 727.75 million MAU, followed by Quark and Douyin's Doubao [10][19]. - The article emphasizes that Douyin's applications are becoming significant players in the AI space, covering social, content consumption, and content production sectors [6][3]. - The subscription revenue rankings show Grok leading with an annual recurring revenue (ARR) of $2,996 million, followed by Claude and ChatGPT [33]. Group 3: Growth and Decline - The article notes that several applications are experiencing declines, such as Genius and DeepSeek, which saw decreases in MAU of 20.35% and 9.71%, respectively [29]. - Conversely, applications like seekee and Xinghui are highlighted for their impressive growth rates, with seekee achieving a 25.62% increase in MAU [17][27]. - The overall trend indicates a competitive landscape where certain applications are rapidly gaining traction while others are losing user engagement [14][28].

AGICamp 第 009 周 AI 应用榜来啦！上周共有 5 款 AI 应用上榜，覆盖了生活服务、工作效率、教 育学习等多个方向。既有陪伴孩子识字启蒙的 呱呱识字，也有让每个人兑现音乐梦想的 音控。创作 者们可以用 故事萌芽，把灵感几分钟变成有声绘本，还能借助 神采 AI 让创意落地，打造属于自己 的电商视觉与设计作品。如果你正为图片处理发愁，图可丽批量抠图 会用 AI 技术帮你高效搞定。 从启蒙教育到音乐创意，从绘本故事到电商设计，本周榜单展现了 AI 应用"跨场景爆发"的趋势：学 习、创作、商业三条赛道齐头并进，既能点亮个人兴趣，也能提升专业效率。 本期周榜榜首是一款陪伴孩子识字启蒙的应用——呱呱识字，该应用从认、读、测、学、写五个角 度，以多模态 AI 互动驱动，通过语音、图像、动画与游戏化交互，通过智能伴学的方式，为孩子爱 上学习汉字这件事，进而体会到汉字之美。 同时，由李白人工智能实验室上传的应用神采 AI 作为一款图片处理应用，在图片处理的功能十分强 大。针对企业办公、设计、营销等场景，开发了一系列如照片转线稿、商品图场景切换、草图渲染等 专业实用功能。能帮用户提升工作效率。 本周应用榜单如下 ...