Core Viewpoint - The launch of Companions, an AI virtual companion based on the Grok 4 model, has rapidly gained global popularity, with discussions exceeding 580 million within 24 hours of its release [2][5]. Group 1: Product Launch and Features - Companions was released by Elon Musk's xAI team, utilizing the Grok 4 model trained on a cluster of 100,000 H100 cards, and is integrated with Tesla's AI supercomputer for applications in full self-driving and humanoid robots [5]. - The initial characters, Ani and Bad Rudy, require a subscription fee of $30 per month, with plans for more characters to be introduced [5][6]. - Ani features real-time 3D expressions, body movements, and background changes, supporting physical interactions and voice switching in English, Japanese, and Chinese [6]. - Bad Rudy offers a humorous and provocative interaction style, engaging users in a way that challenges their perspectives [7]. Group 2: Market Impact and Industry Implications - The rapid success of Companions indicates a shift in the gaming industry, where AI applications are now enhancing playability rather than merely reducing costs [12][13]. - The gaming sector has seen a decline in enthusiasm despite AI's integration, as the focus has been on cost efficiency rather than revenue growth, which is crucial for valuation [13]. - The introduction of Companions is expected to inject new energy into the gaming industry, potentially attracting a broader audience beyond traditional gamers [14]. - AI's influence on the gaming industry is anticipated to deepen, with implications for productivity and innovation, similar to advancements seen in the domestic pharmaceutical sector [16].