奇妙问

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对话出门问问创始人李志飞:AI眼镜没有市场需求,硬件只是大模型载体
Tai Mei Ti A P P· 2025-06-26 03:58
Core Viewpoint - The company, Out of the Door, has launched its new AI hardware product, TicNote, which features advanced AI capabilities and aims to serve as a software carrier for continuous upgrades and iterations [2][7]. Product Launch - Out of the Door released TicNote, the world's first Agentic AI hardware, which is only 3mm thick and can be magnetically attached to smartphones [2]. - TicNote supports over 120 languages for transcription and can record continuously for over 20 hours [2]. - The overseas version was launched at a price of $159.99, while the domestic versions are priced at 999 yuan and 1499 yuan [2]. Company Strategy - The CEO, Li Zhifei, emphasized that the company is not focused on the sales volume of TicNote but rather on using it as a platform for software development and iteration [3][8]. - The company aims to avoid direct competition with major smartphone manufacturers by focusing on niche products that do not attract significant competition [9]. Financial Performance - For the fiscal year 2024, the company reported a revenue of 390 million yuan, a decrease of 23% from the previous year [7]. - The operating loss was 207 million yuan, with a gross margin of 52.1%, down from 64.3% the previous year [7]. - Revenue from AI enterprise solutions plummeted by 92.7% to 16.42 million yuan [7]. Future Outlook - Li Zhifei indicated that the company plans to release additional products, including smartwatches and earbuds, that will also utilize the Shadow AI technology [2]. - The company is currently seeking new narratives to revitalize its market presence, focusing on familiar AI hardware and software applications [7][10].
稳坐亚洲AIGC赛道头把交椅,出门问问研发总监孙鹏飞: “先声夺人”,叩问人工智能未来
Nan Jing Ri Bao· 2025-05-21 22:58
Group 1 - The article highlights the innovative spirit of private enterprises in Nanjing, showcasing their role in driving China's modernization through technological advancements and economic transformation [1] - The company "出门问问" (Mobvoi) has established itself as a leader in the AI sector since its founding in 2012, developing various AI products including voice assistants and AIGC solutions [2][5] - The success of the "魔音工坊" (Magic Sound Workshop) tool, which accounts for over 70% of AI dubbing works on domestic short video platforms, demonstrates the company's ability to leverage technology for commercial success [3][4] Group 2 - The introduction of virtual characters "小帅" (Xiao Shuai) and "小美" (Xiao Mei) has led to viral success in short video content, creating a new narrative framework that resonates with users [4] - The company's products have enabled creators to transition from amateurs to top influencers, with some accounts amassing over ten million followers [4] - The launch of "出门问问" on the Hong Kong Stock Exchange in April 2024 marked a significant milestone, increasing the company's visibility and competitive pressure in the industry [5] Group 3 - The company has developed a comprehensive AIGC product matrix, including "魔音工坊," "奇妙元" (Wonderful Yuan), and "元创岛" (Yuan Chuang Island), which allows for rapid market response and continuous innovation [6] - The total number of users served by the AIGC products exceeds 15 million, with over 10 million registered users and more than 1 million paying customers, solidifying the company's position in the Asian AIGC market [6] - The recent launch of the AI smart device "TicNote" represents the company's strategic focus on intelligent agents, aiming to enhance user experience through advanced functionalities [7][8]
大模型时代有了“新故事” AI语音厂商再战IPO
Zhong Guo Jing Ying Bao· 2025-04-30 09:10
证监会官网公告,思必驰由中信证券担任上市辅导机构。中信证券公布的辅导计划,将在今年11月对思 必驰进行辅导总结、辅导验收。需要说明的是,辅导备案是企业IPO筹备过程中的前置重要环节。辅导 完成后,还要经历申报提交招股书等文件材料、审核、路演与定价、股票公开发行与挂牌交易等步骤。 对于思必驰的上一次IPO申请,科创板上市审核委员会在2023年5月审议认为,其不符合发行条件、上 市条件或信息披露要求。据彼时公开的IPO招股书,思必驰在2019年至2021年三年里累计净亏损8.33亿 元,营收分别为1.15亿元、2.37亿元、3.07亿元。值得注意的是,相比三年前,以大模型为代表的生成 式AI浪潮席卷全球,思必驰的商业模式及财务数据还有待后续提交更新的招股书披露。 天眼查数据显示,今年1月中旬,思必驰刚完成了新一轮5亿元的股权融资,投资方涉及产业基金、国 资、私募基金等。思必驰方面表示,本轮融资后将持续加速垂域大模型DFM-2与全链路对话技术在汽 车、IoT等智能终端及会议办会、金融等行业场景的规模化落地。 本报记者 曲忠芳 北京报道 曾经IPO折戟的AI语音厂商,在大模型浪潮中找到了新故事,重新向IPO发起冲击。 ...