Core Insights - The recent shutdown of AI companion apps, particularly "Xingye," has led to a wave of emotional distress among users who invested time and money in these AI entities, highlighting the blurred lines between technology and emotional attachment [2][3] Industry Overview - The AI companionship market has seen rapid growth, with platforms like Character.AI and Xingye leading the way. Character.AI was valued at over $1 billion and ranked second in monthly active users globally, while Xingye reached 6.64 million monthly active users in December 2024, making it the top social AI app in China [3][4] - The business model for AI social products typically involves a "subscription + value-added services" approach, with annual membership fees in the hundreds. However, high operational costs and competition from larger models like ChatGPT pose significant financial challenges [4] Compliance Challenges - The industry is facing increasing regulatory scrutiny, with actions taken against platforms for providing harmful content to minors. Over 2,700 non-compliant AI entities were removed, and 820,000 inappropriate content pieces were taken down [5][6] - In response to regulatory pressures, platforms like Xingye and Cat Box have implemented stricter content controls, including raising character age limits and enhancing youth protection measures, which may negatively impact user experience [6][7]

（原标题：AI伴侣大逃杀：星野下架，赛博爱情崩盘在即？） 21世纪经济报道记者 章驰 商业上，AI社交产品采取"订阅+增值服务"的变现方案，会员年卡在百元级别，但昂贵的模型算力成本 导致现金流持续承压。他们不仅要面对同类型产品竞争，还要直面巨头的夹击。ChatGPT、豆包等大模 型本身就具备强大的对话和情感交互能力。 这场突如其来的"集体分手"，让不少用户情绪崩溃，因为对于他们来说，AI不只是一个聊天智能体，而 是一个花了时间和金钱去养成的活生生的"人"。 这就要先给大家解释一下，这些AI陪伴APP到底是怎么玩的？ 在赛博恋人的世界里，你可以自己DIY一个有性格、有人设的聊天智能体，行话叫捏一个"崽"。这 些"崽崽"们，有精致的外形、配合语音和动态表情，会"害羞"会"生气"会搞小幽默，体验感拉满。 创作者们把这些崽崽上传到公区，供他人搜索、订阅、聊天互动、购买。AI陪伴APP不仅是一个角色创 作智能体，更是一个社区。 过去两年，AI陪伴产品在资本与用户的双重加持下，几乎坐着火箭起飞。行业领头羊Character. AI，在 2024年8月硅谷知名投资机构a16z发布的全球Top 100 AI应用榜上，月活排名 ...