文丨贝果树 编辑丨刘士武 其中，赛博小猫"光喵"是秘光中内置的AI助理，它拥有独立的心理模型，通过互动激发用户的"养育本能"。针对用户"渴望亲密接触"的需求，光喵会在聊天 中加入动作描写，在屏幕中创造身体的互动。同时，光喵也会在对话中直接展示自己的内心想法，消除用户对社交关系的猜忌。 内置AI助理"光喵" 光喵会对现实世界做出反应。通过摄像头，AI能对用户附近的周边产品进行识别并进行创作。打破虚拟与现实界限的同时，也肯定了用户的热爱，让AI参 与现实世界，成为用户的"在场伙伴"。 据了解，在秘光体中，AI的思维链是可视化的。与一般思维链中枯燥的技术名词不同的是，秘光将思维过程变成了一场"魔法体验"。AI的决策路径，在屏幕 上被动态地展示为从"灵光一闪"到"魔法完成"的施法过程。消除用户等待焦虑感的同时，也为用户带来了对AI工具的掌控感。 刚刚过去的2025年，是AI应用层爆发的一年，大量AI产品以"工具"或"陪聊"的形式服务用户。在这当中，AI社交赛道是很多用户和行业人士期待的技术落地 方向，填补人+AI+人赛道的空缺。 36氪近期接触到的「秘光」团队，则瞄准了这一空缺入场。 秘光的团队核心成员来自前商汤、腾 ...

Core Insights - A wave of AI social companies and products has quietly shut down, including notable models and mid-sized firms, indicating a challenging environment for AI social applications [1] - Despite the shutdowns, AI companionship remains a popular sector, with significant interest and investment, as evidenced by the inclusion of several AI companionship products in the top global applications [2][5] Industry Trends - The AI companionship market has seen a surge in popularity, with 10 products listed among the top 50 AI applications globally in 2024, showcasing its mainstream acceptance [2] - By mid-2025, many AI companionship companies continued to dominate the rankings, indicating sustained interest despite the challenges faced by some players [5] User Behavior - Users of AI companionship products have expressed concerns over the shutdowns, often feeling a strong emotional attachment to their virtual characters, leading to a sense of panic within the user community [10][12] - A significant number of users are exploring alternative AI companionship solutions, including open-source projects, as they seek stability in a fluctuating market [10][12] Market Challenges - The AI companionship sector is characterized by intense competition, with many products struggling to differentiate themselves and maintain user engagement [7][20] - Users have reported dissatisfaction with pricing models and community engagement, highlighting a disconnect between emotional value and commercial viability [14][15] Future Directions - The market is witnessing a shift towards more specialized applications, with some companies focusing on niche areas such as gaming and emotional therapy, aiming for a more tailored user experience [25] - Innovations in product offerings, such as multi-modal interactions and integration of physical and virtual experiences, are being explored to enhance user retention and engagement [27][29]