这份名录品类五花八门，工具类、生成类、聊天类都有。其中聊天机器人占比接近 40%，辅助代码类的也超过了 20%。 甚至不乏曾经的明星产品：比如 Neeva，曾经一度叫板 Google，要用 AI 重塑搜索体验，现在也埋了。 成功的原因各有长处，但失败的原因都如出一辙：几乎都是套壳产品。这些套壳产品千奇百怪：有生成名人肖像的 MaskrAI，辅助决策的 Oinionate，都 聚焦在非常具体而微小的场景上。 AI 应用赛道最多的是什么？答案有点地狱：墓碑。 A16z 最近有过暴言：上线48 小时内，如果你的 AI 产品没有火遍社交网络，那就等于死了——48 小时，那可不得尸横遍野。 AI 坟场在冒烟 AI 应用的高淘汰率，倒一直都居高不下。国外一个叫 Dang.ai 开了一个版面，就叫「AI 坟场」，整理了一套产品名录里。其中有 1289 个产品是关闭，或 者停止运营的状态，主要是国外的产品，光 2025 年，就新增了两百多个。 这是 AI 产品的一个大坑：以 AI 搭讪台词生成器「AI Pickup Lines」为例：它号称每天可免费生成 10 条搭讪句子，付费订阅则解锁无限生成，庞大的搭 讪语料库。 在 2 ...

Core Viewpoint - The article discusses the challenges faced by AI companionship applications, particularly focusing on the issues of inappropriate content and regulatory scrutiny, which have led to a need for business model transformation in the industry [1][3][10]. Group 1: Regulatory Challenges - The AI companionship app "Zhu Meng Dao" was summoned by the Shanghai Cyberspace Administration for generating inappropriate content, particularly affecting minors [1][3]. - Despite having a minor mode, the app failed to effectively restrict inappropriate interactions, leading to concerns about its impact on youth [3]. - Multiple AI companionship products have faced similar regulatory actions, indicating a growing trend of scrutiny in the industry [1][7]. Group 2: Market Dynamics - AI companionship applications have gained popularity, with notable players like "Zhu Meng Dao," "Xing Ye," and "Mao Xiang" leading the market, achieving monthly active users of 910,000, 537,000, and 663,000 respectively [4][10]. - The industry has seen a significant presence of NSFW (Not Safe For Work) content, with 6 out of the top 50 AI applications being categorized as such [1][4]. - The reliance on suggestive content for user attraction has raised concerns about the sustainability of this business model [9][10]. Group 3: Business Model Transformation - The industry is experiencing a shift as companies reconsider their focus on emotional companionship, with some moving towards content creation communities or exploring non-romantic AI companionship options [11][12]. - Subscription models have been adopted by leading players, offering basic and premium services, but the effectiveness of these models remains uncertain [10][11]. - The challenge lies in balancing user engagement with compliance, as excessive restrictions can diminish user experience [8][10]. Group 4: Future Outlook - The article suggests that while "emotional value" remains a significant area for AI companionship products, a sustainable business model that balances attraction, monetization, and compliance is yet to be established [13].

以下文章来源于字母榜 ，作者赵晋杰 字母榜 . 策略纷纷转舵了。 作者丨 赵晋杰 编辑丨 王靖 来源丨 字母榜 字节系高管正在集体被AI六小龙"退货"。 最新调离核心岗位的是前字节皮皮虾负责人张心皓。6月初，据《智能涌现》爆料，去年12月，阶跃 星辰旗下角色扮演类应用"冒泡鸭"停止大范围投入，团队被合并至AI助手类应用"跃问"（现更名 为"阶跃AI"）。 让未来不止于大 将投中网设为"星标⭐"，第一时间收获最新推送 字母榜 从知情人士处获悉， 作为"冒泡鸭"产品负责人的张心皓，当前在公司内部的角色已变更为顾 问一职。 尽管尚未彻底离职，但 顾问角色更多代表一种虚职 。此前以类似方式完成变相离职的，还有前今日 头条用户产品负责人张前川。去年9月，MiniMax产品负责人张前川被爆离职，随后官方在对外回应 中便表示，张前川因个人原因淡出公司事务，改任产品顾问一职。 几乎与张前川改任顾问同一时期，前字节剪映产品经理、月之暗面核心产品负责人明超平，也正式从 月之暗面离职，开始下场创业。 字母榜曾在《无人再谈AI六小龙》一文中率先指出，原本被冠以六小龙称号的队伍中，因为有人明显 掉队（零一万物明确放弃追逐AGI，百川智 ...

曾几何时，大模型创业圈风光无限，"AI六小龙"，曾被视作中国AI冲击国际舞台的先锋队。 在一轮轮融资和模型发布中，热钱涌动，创业者与投资人高歌猛进。数据显示，2023年这六家公司累计融资超过60亿元人民币，几乎占据国产大模型早期 融资总额的一半以上。 然而，到了2024年底，行业进入"冷静期"。创企的烧钱模式和盲目追求技术参数的时代逐渐退场，新的竞争法则悄然兴起，商业化的道路变得更加艰难。 大模型研发成本高昂，而应用场景落地的速度则远低于预期，行业的高光时刻随之消逝。 如今，在这场"优胜劣汰"的竞争中，智谱、MiniMax、月之暗面和阶跃星辰这四家公司成为了少数"幸存者"。它们并非单纯依靠烧钱和技术参数来争夺市 场份额，而是选择了各自细分赛道，继续深耕。 而剩下掉队的两家零一万物和百川智能的转变尤为引人注目。零一万物凭借其大规模的技术参数曾经一度吸引关注，但缺乏清晰的产品路线和业务落地路 径，使其迅速陷入困境；百川智能则因频繁的战略调整和管理层更迭，逐步从行业头部位置滑落，最终淡出队伍。 二、零一与百川做错了什么？ 进入2025年，AI大模型行业开始经历第一次"理性回调"。市场不再只看"参数量""榜单名次"， ...

你还记得那些曾经刷屏的AI应用吗？ 从被寄予厚望的"中国版ChatGPT"文心一言，到"吊打海马体"的妙鸭相机，从凭借长文本能力刷屏的Kimi，到魔性传播的"兵马俑跳科目三""hello Kitty炸 办公室"，自从我们迈入大模型时代，每隔一段时间，就有那么一两个惊艳的AI应用出圈，一会让人焦虑丢失工作，一会又变成不得不学的搞钱秘技。 AI是一个自带流量的话题，而面向普通人的AI应用，是这两年创业、融资的捷径。在被称为AI应用元年的2024年，中国AI原生应用用户规模突破1.2亿， 同比增长232%，形成了原生App、AI插件、AI手机及智能硬件四大主流落地模式。 但是在AI能力的快速提升中，绝大部分AI应用难逃"昙花一现"的命运，从一时爆火走向无人问津。进入2025年，伴随着用户习惯养成与市场趋于理性，早 期的广泛探索正在快速收缩。近期有媒体报道，"AI六小龙"之一的阶跃星辰，停止其C端陪伴类应用"冒泡鸭"的大规模投入，团队合并至Agent产品"阶跃 AI"，目前仅留部分员工运维；昆仑万维旗下"天工AI"——国内第一款AI搜索产品——彻底告别搜索定位，转向办公智能体。 这些调整也意味着，国内C端应用竞争正从 ...

Core Insights - The article discusses recent personnel changes and strategic shifts at Jumpspace, highlighting the departure of Tech Fellow Duan Nan to JD's research institute and the cessation of investment in the role-playing agent product "Bubbling Duck" [1][32] - Jumpspace aims to focus on developing a native multimodal large model, which is seen as a challenging path with limited visibility in the competitive landscape of AI startups [4][22] Group 1: Personnel Changes and Strategic Shifts - Duan Nan, previously the head of video generation models at Jumpspace, has left to lead the visual and multimodal lab at JD's research institute [1][32] - The company has reportedly merged the team behind "Bubbling Duck" into its dialogue product, now known as "Jumpspace AI," retaining only a few employees for maintenance [1][4] - Jumpspace's response to the changes indicates a strategic pivot towards focusing on agent development as multimodal and reasoning capabilities mature by 2025 [1][4] Group 2: Market Position and Competitiveness - Despite being recognized as a "multimodal king," Jumpspace has struggled to gain significant market presence compared to competitors like Kimi and MiniMax, which have clearer branding and market strategies [4][6][22] - As of March 2025, Jumpspace's AI application has not made it to the top 15 in monthly active users, suggesting a lack of traction in the market [6][12] - The company’s cautious approach to marketing and investment contrasts sharply with competitors who have more aggressive funding and marketing strategies [8][28] Group 3: Technical Ambitions and Challenges - Jumpspace's ambition to create an end-to-end native multimodal large model is seen as a bold but risky strategy, with the potential for significant technological breakthroughs if successful [15][17][22] - The company faces challenges in attracting developers and users, as its models are perceived as lacking distinctiveness compared to offerings from other firms [14][22] - The competitive landscape is intensifying, with established players and emerging startups vying for talent and market share, putting pressure on Jumpspace to deliver results [25][30] Group 4: Future Outlook and Funding Needs - Jumpspace's future success hinges on its ability to demonstrate tangible results in its ambitious multimodal model development, which remains in the conceptual phase [22][24] - The company needs to secure additional funding to support its long-term goals, especially as the investment climate for AI startups has become more challenging [26][28] - The urgency for Jumpspace to prove its value proposition to investors is critical, as the competitive environment continues to evolve rapidly [30][31]

（原标题："多模态卷王"收缩C端业务！大模型"六小虎"战略聚焦谋出路） 在互联网大厂和DeepSeek的双面夹击之下，大模型创业企业正在"把饼摊小"，通过战略聚焦谋求出路。 近日，大模型"六小虎"之一的阶跃星辰C端业务进行了调整，公司对产品进行收敛，其角色扮演类的智能体产品"冒泡鸭"停运，重心转向终端 Agent（智能体）上。据知情人士称，"冒泡鸭"从去年12月起就已停止了大范围投流，团队也已合并至"阶跃AI"产品团队。 阶跃星辰收缩C端业务，是大模型创业企业在新的竞争形势下重新寻找自身定位、寻觅差异化突围路径的一个缩影。当DeepSeek以领先的技术实 力和免费开源的浪潮击穿了大模型厂商的护城河，当字节跳动、阿里巴巴、腾讯等大厂依托庞大的产品生态攻占C端市场，大模型创业公司亟需 向市场证明自身的存在价值，集中精力和资源锻造更长、更难以替代的"长板"。 "多模态卷王"专注"补长板" 在大模型"六小虎"中，阶跃星辰是知名度相对较低、最晚"浮出水面"的一家，但也是目前为数不多仍然在"死磕"基座大模型的创业公司。 阶跃星辰成立于2023年4月，创始人兼CEO是微软前全球副总裁姜大昕。创立后，团队虽已开始训练模型，但 ...