这种感觉，可能我们这代人都挺熟悉。很多人试过找AI聊天软件说话，但聊了几天新鲜劲儿一过，剩下的只有加倍的空虚。因为心里都明白，AI只是在"模 拟"对话，它并不懂你。 我们渴望的，也许根本不是一个"聊伴"，而是一个"伙伴"。一个能见证你高光与狼狈，真正"活"在你生活场景里的伙伴。 有个叫"逗逗AI"的产品，似乎正在悄悄接近这个答案。一年多，它没怎么大声吆喝，却攒下了800万用户，PC端的次日留存率甚至高得有点吓人，达到了 70%。 深夜打通魂系Boss，你最想分享的人在哪？ 你有没有过这样的时刻？ 凌晨三点，屏幕上的BOSS轰然倒地。你长舒一口气，手心全是汗，心脏还在狂跳。那种成就感简直要冲破天灵盖。你下意识地拿起手机，划开通讯录，却 发现这个点，没有一个人能让你毫无顾忌地拨过去，分享这份"我牛逼坏了"的喜悦。 这背后，不只是个聪明的商业模式，还有一个创始人从鬼门关前悟出的思考。今天，我们就来聊聊"逗逗AI"和它创始人Binson的故事，看看它是如何让我 们重新看待"AI陪伴"这件事的。 视频：逗逗AI产品视频 故事的开头，来自一个孩子的《我的世界》 一切始于创始人Binson对一个宏大问题的判断："移动互联网 ...

Core Viewpoint - The article discusses the significant potential of the gaming industry, particularly focusing on the integration of social elements and AI, highlighting the emergence of new platforms and opportunities for companies like MiAO [4][9][10]. Group 1: Company Overview - MiAO, founded in 2022 by former Giant CEO Wu Meng, has a founding team with over 15 years of experience in the gaming and internet sectors [4]. - MiAO has successfully developed several high DAU games, including the popular titles "Ball Battle" and "Space Kill," achieving millions of DAU [4]. - Following its recent financing round, MiAO's valuation is nearly 2 billion RMB, with total funding reaching approximately 500 million RMB from notable investors [4]. Group 2: Industry Trends - The gaming industry is experiencing stable growth and globalization, with Chinese self-developed games accounting for 30% of global market revenue, and mobile games making up 50% of that [7]. - The success of games like "Black Myth: Wukong" illustrates the potential for Chinese teams to compete globally, breaking cultural barriers [7]. Group 3: Social Integration in Gaming - The article emphasizes that gaming is becoming a crucial social language for younger generations, particularly Gen-Z, who are expected to be lifelong gamers [9]. - There is a significant unmet demand for social features in online games, as gaming provides an effective social environment that can alleviate loneliness [9]. Group 4: AI's Impact on Gaming - AI is seen as a transformative force in the gaming industry, with the potential to revolutionize content creation and reshape social experiences within games [10]. - The long-term vision for AI in gaming includes creating immersive experiences and characters that enhance player engagement, leading to a shift from purposeful to aimless gaming [10].

Core Insights - Microsoft reported Q4 FY2025 revenue of $76.44 billion, an 18% year-over-year increase, exceeding analyst expectations of $73.89 billion [1] - Adjusted EPS was $3.65, a 24% increase year-over-year, also surpassing the expected $3.37 [1] - Azure and other cloud services revenue grew by 39%, exceeding the market expectation of 35% [3] Financial Performance - Total revenue for Azure and other cloud services exceeded $75 billion for FY2025, with a 34% year-over-year growth [3] - Microsoft projects Q1 FY2026 revenue between $74.7 billion and $75.8 billion, with a midpoint of $75.25 billion, above the market expectation of $74.09 billion [3] - Operating margin for the same period is expected to be 46.6%, better than the anticipated 45.7% [3] - Capital expenditures for FY2026 are projected to exceed $120 billion, a 36% increase year-over-year, surpassing the previous expectation of $100.5 billion by 20% [3] Azure Cloud Business - Azure's growth is attributed to the accelerated migration of on-premises data to the cloud, with significant client wins such as Nestlé migrating over 200 SAP instances and 1.2PB of data [4] - Microsoft introduced Azure AI Foundry, which is being utilized by 80% of Fortune 500 companies to design and manage AI applications [4] Copilot and Office Suite - The Copilot family of applications has surpassed 100 million monthly active users, with major clients including Barclays and Pfizer [7] - GitHub Copilot has 20 million users, with a 75% year-over-year increase in enterprise clients [7] - Dynamics 365 continues to expand its market share, with notable clients like Verizon and Domino's Pizza Group [7] Other Business Segments - LinkedIn has 1.2 billion members, achieving double-digit growth for four consecutive years [8] - Microsoft has 500 million monthly active players in gaming, making it the largest game publisher on Xbox and PlayStation [8] - The game "Call of Duty: Black Ops 6" attracted 50 million players, while "Minecraft" reached record highs in active users and revenue [8]

Group 1 - The public beta of "Douluo Dalu: Hunting Soul World" by 37 Interactive Entertainment started on July 11, featuring open-world MMO gameplay that appeals to fans of the original IP [1] - The dark fantasy action game "Mingmo: Yuanshu Zhi Yu" showcased a complete chapter for the first time at the BW2025 exhibition, highlighting its gameplay and Cthulhu-style narrative [3] - The retro flying shooting mobile game "Winding Up" by Mutong Technology began its return test on July 10 [4] Group 2 - Multiple games announced shutdowns, including the Huawei channel version of "Minecraft," which will cease operations on October 8, 2025, and "Second Galaxy," which will stop operations on October 9, 2025, due to business strategy adjustments [6][8] - The 2025 Esports World Cup (EWC2025) commenced on July 7 in Riyadh, Saudi Arabia, featuring a record-breaking participation of 22 clubs and 23 competition projects from China [9] - The BW2025 exhibition, Asia's largest ACGN event, opened from July 11-13 in Shanghai, attracting 700 exhibitors and over 1,000 content creators, with ticket sales selling out in 35 seconds [11] - Tencent Games announced the establishment of the K9 Cooperation Department on July 8, focusing on the long-term transformation and strategic cooperation of Ubisoft's core IPs [13]

Core Points - Riot Games has made the difficult decision to cancel the development of the sandbox game "Hytale" and will gradually close Hypixel Studios in the coming months [1][5][20] - The founder of Hypixel Studios, Noxy, stated that after years of effort and exploration, the team realized they could not deliver "Hytale" in a way that fulfilled their promises to players [3][5] - The complexity of the project increased over time due to the team's technical ambitions, leading to a situation where the game was not progressing as needed despite a major engine overhaul [5][18] Company Overview - Hypixel Studios was founded by a group that initially operated a server group within "Minecraft" and later developed "Hytale" with funding from Riot Games [12][14] - The game was first announced in December 2018, receiving over 31 million views on its teaser trailer within a month, and was fully acquired by Riot Games in April 2020 [14][20] - The project faced multiple delays due to the evolving vision and increasing standards, with a significant engine redevelopment announced in July 2022 [18][20] Community Impact - The cancellation of "Hytale" has led to disappointment among players who viewed it as a potential successor to "Minecraft" [8][22] - Community reactions have been overwhelmingly negative, reflecting a sense of loss and frustration over the long wait for the game [9][22] - Despite the cancellation, there are indications that the IP may be considered for repurchase by the founder, Simon, and interest from independent game publishers [20][22]

Group 1 - The essence of education lies in love and companionship, which requires educators to have a guiding light within themselves [2] - The current trend towards utilitarianism in education obscures the joy of children's growth and the true meaning of education [2] - Many issues in contemporary children's education stem from adults' inability to create a beautiful world for children on a spiritual level [2] Group 2 - Children's literature plays a crucial role in aiding children's growth and transforming societal views on childhood [2][3] - Real-life stories, such as those depicted in works like "My World," illustrate the importance of practical education and the positive energy children can derive from their parents [2] - Creative education should focus on exploring life's joys together with children, as exemplified by works like "Grandma," which emphasizes the beauty of daily life and positive emotional development [3]

Group 1 - The success of "The Super Mario Bros. Movie" indicates a shift in Hollywood, where video game adaptations are becoming the next big trend, surpassing traditional superhero films in popularity [1][2] - "The Super Mario Bros. Movie" has outperformed all other American films in 2025, with box office revenue twice that of the second-place film, "Captain America: Beautiful New World" [1] - The film's success reflects a broader trend where video games are becoming a significant part of American culture and a shared experience in the fragmented media landscape [2] Group 2 - Hollywood's preference for familiar stars and successful IPs has historically driven film production, but the recent success of video game adaptations suggests a new direction [2] - The complexity and detail of modern video games create rich narratives that are highly adaptable for film, making them attractive to movie studios [2] - The adaptation of beloved games often faces challenges, as studios may alter original content, leading to backlash from fans, as seen with "Sonic the Hedgehog" [3] Group 3 - "Sonic the Hedgehog" faced significant criticism for its initial design, prompting a costly redesign that ultimately led to its success and the creation of a $1 billion franchise [3] - The licensing revenue for the Japanese game company behind "Sonic" has nearly doubled in the past four years, with its stock price also doubling since the first film's release [3]

Core Viewpoint - The film industry is experiencing a shift towards adapting video game IPs into successful films and series, driven by recent successes and changing audience dynamics [1][4][7]. Group 1: Historical Context and Recent Trends - Historically, adaptations of video games into films have faced significant challenges, with notable failures such as the 2016 "Warcraft" movie, which lost approximately $15 million [1]. - Despite past failures, recent adaptations like "The Super Mario Bros. Movie," which grossed nearly $1.4 billion in 2023, indicate a resurgence of interest in video game adaptations [1]. - Streaming platforms like Netflix have seen success with game adaptations, with series such as "Arcane" and "Cyberpunk: Edgerunners" topping viewership charts [1][4]. Group 2: Changing Audience Dynamics - The decline of superhero films, which dominated the box office until 2020, has created an opportunity for video game adaptations to fill the void, as audiences seek fresh content [4][7]. - The pandemic has expanded the gaming audience, making adaptations of popular games more likely to attract attention and investment [7]. Group 3: Industry Adaptation and Talent - The film industry is increasingly recognizing the importance of involving game industry professionals in adaptation projects to ensure authenticity and appeal to fans [8]. - Successful adaptations often feature high levels of detail and fidelity to the source material, as seen in "The Last of Us," which closely followed the game's narrative [9][11]. Group 4: Challenges and Considerations - While there is enthusiasm for adapting video games, challenges remain, such as the need for significant adjustments to fit the film medium and the risk of budget overruns [12]. - The balance between satisfying game fans and appealing to general audiences is crucial for the success of adaptations, as demonstrated by the inclusion of new story elements in adaptations like "The Last of Us" [9][12].

明敏 发自 凹非寺 量子位 | 公众号 QbitAI 用 AI无限扩展《我的世界》 ，动动鼠标、键盘即可搞定！ 一直前进、砍掉树木，后面别有洞天的世界，都是由用户与环境交互、AI实时生成的。 也就是说，在砍掉树木之前，树后面的内容还是不存在的。 用鼠标切换视角、环顾环境，丝滑生成连贯画面内容。 哪怕是跳跃，画面也非常稳定，且符合自然世界物理规律。 Minecraft中森林、沙滩、沙漠、冰川、河流、平原等场景都可搞定。 支持基础运动（前后左右）、复合运动、视角移动、跳跃、攻击等细节操作。 而且不局限于《我的世界》， 类Unreal Engine场景泛化 也不在话下。 生成的雨天后的街道，已经非常逼真。 无限逼近画面细节也不崩： 以上，就是 交互式世界模型 最新的重大更新！ Matrix-Game ，面向游戏世界建模，专为开放世界生成高质量内容而来。 它 由 昆仑万维 带来，可以让用户通过简单的键鼠指令，自由探索、创作细节丰富且符合现实世界物理规律的虚拟内容； 以 极 低 操作 门 槛， 释放 物理 真实 感 与 创作 自由 度 的 双重 潜力。 要知道，传统方法构建类似效果，往往需要手写代码、渲染视觉效果，耗时 ...

Group 1 - The gaming industry is facing systemic issues leading to mass layoffs, studio closures, and stagnation in growth due to complex economic, technological, and demographic factors [1][2] - The industry's deep ties to stock market expectations for exponential growth are no longer feasible, with monetization models like free-to-play, battle passes, and microtransactions reaching saturation [3] - Global birth rates are insufficient to sustain the influx of new consumers that tech giants expect, indicating a demographic challenge for the industry [3] Group 2 - Major games like Fortnite, Call of Duty, and Minecraft are monopolizing player attention, reshaping consumer habits and sidelining smaller games and studios [3] - There is hope in independent studios like Larian Studios with Baldur's Gate 3 and Warhorse Studios with Kingdom Come: Deliverance, which have succeeded without investor pressure [4] - The industry is promoting smartphone apps and cloud gaming in developing countries more to appease investors than to enhance accessibility [3]