2025年是字节App工厂迎来收获的一年：豆包以过亿日活领跑AI应用赛道，红果短剧月活迈过2亿门槛，汽水音乐月活数据开始逼近网易云音乐，曾经 的"弃子"多闪重回社交榜榜首…… 然而，字节所构建的娱乐+AI城池并非固若金汤，后方大本营抖音反而可能成为最薄弱之处。 去年10月，OpenAI上线基于Sora 2视频模型的短视频应用Sora App，仅用五天下载量就突破百万，在媒体眼中，这款"AI版TikTok"有望成为下一代短视频 平台。虽然因为用户留存率一路走低，Sora App的爆发之势未能持续，但想必给字节敲响了一记警钟。 在国内，虽然豆包目前保持断层领先，但通过天量投放强势曝光的千问也不容小觑，AI视频玩法成了千问试图"弯道超车"的法宝之一。而可灵AI已经成熟 的创作者社区，更是孕育出"国产版Sora App"的天然土壤。 有了上面的背景，当我们在App Store发现了一款名为"随变"的新应用时，就一点也不感到惊讶了。虽然"随变"的定位是抖音旗下潮流玩法社区，但从AI形 象、AI合拍等核心玩法来看，字节无疑希望将其打造成为一款AI玩法激荡碰撞，吸引更多用户投身其中的AI视频社区。 对于字节而言，"随变"的 ...

但正因为深度陪伴与高粘性，用户成瘾、情感操纵、未成年人保护一直是AI情感陪伴绕不开的 隐患，也是本次《征求意见稿》想要重点回应的现实问题。 在预防成瘾方面， 《征求意见稿》要求交互界面显著提示并非真人互动。一旦发现用户连续 在线超过2小时，应以弹窗等方式动态提醒暂停使用 ，同时交互界面需要有清晰的退出选项。 《征求意见稿》还对内容安全提出进一步要求。系统必须能够检测情绪困扰或依赖行为， 如 果发现用户明确提出自杀、自残等极端情况，需要由人工接管对话，并及时联系监护人和联系 人。 这也意味着未成年人和老年人用户在账号注册时，就需要提前补充相关信息。 记者丨 肖潇 编辑丨王俊 12月27日，国家网信办发布《人工智能拟人化互动服务管理暂行办法（征求意见稿）》。 新 规首次针对"AI情感陪伴"，将其定义为模拟人类特征、思维模式和沟通风格，进行情感互动 的产品或者服务。 国内AI情感陪伴市场已经较为成熟，主流模式是由AI扮演虚拟角色，通过聊天推进剧情。用 户可以自创AI人设，还可以付费语音通话、解锁专属记忆等。AI产品榜11月数据显示，星野 （MiniMax）月活已经达到488万人，猫箱（字节跳动）以472万紧随其后， ...

12月27日，国家网信办发布《人工智能拟人化互动服务管理暂行办法（征求意见稿）》。新规首次针对"AI情感陪伴"，将其定 义为模拟人类特征、思维模式和沟通风格，进行情感互动的产品或者服务。 国内AI情感陪伴市场已经较为成熟，主流模式是由AI扮演虚拟角色，通过聊天推进剧情。用户可以自创AI人设，还可以付费语 音通话、解锁专属记忆等。AI产品榜11月数据显示，星野（MiniMax）月活已经达到488万人，猫箱（字节跳动）以472万紧随 其后，两者断层领先。X EVA（红棉小冰）也有181万月活，筑梦岛（腾讯阅文）则在60万月活左右。 高活跃度背后，是已经基本跑通商业模式的公司。星野的运营公司MiniMax近期向港交所递表，招股书披露，星野和其海外版 Talkie在今年前九个月创造了约1.2亿人民币的收入，用户每天在这两款情感陪伴产品上平均花费超过70分钟。 但正因为深度陪伴与高粘性，用户成瘾、情感操纵、未成年人保护一直是AI情感陪伴绕不开的隐患，也是本次《征求意见稿》 想要重点回应的现实问题。 在AI标识上，三款产品的交互页面都有"由AI生成"标识，但字号、颜色和透明度可能很难称之为"显著"。此前，社会上已发生 多 ...

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]

Core Viewpoint - The recent shutdown of AI companion apps, particularly "Xingye," has led to a collective emotional fallout among users, highlighting the deep connections formed with these AI entities, which were perceived as more than just chatbots [2][3]. Group 1: Industry Overview - The AI companionship market has seen rapid growth, with significant user engagement and investment, exemplified by Character.AI ranking second in monthly active users globally, just behind ChatGPT, and achieving a valuation exceeding $1 billion [3]. - In China, leading players include Xingye, with 6.64 million monthly active users, and Cat Box with 5.37 million, indicating a competitive landscape [3]. - Xingye's overseas version, Talkie, generated annual revenue of $70 million, becoming a key revenue source for its parent company, MiniMax [3]. Group 2: Business Model and Challenges - AI social products primarily utilize a "subscription + value-added services" monetization strategy, with annual membership fees in the hundreds, but face cash flow pressures due to high model computation costs [4]. - The industry is under increasing commercial and regulatory pressure, with competition from both similar products and major players like ChatGPT [4]. Group 3: Regulatory Environment - Compliance issues have intensified, with Character.AI facing lawsuits for allegedly providing harmful content to minors, and a nationwide crackdown on AI technology misuse leading to the removal of over 2,700 non-compliant AI entities [5]. - Platforms like Xingye and Cat Box have implemented stricter content regulations, including raising character ages to 25 and enhancing protections for minors, which may negatively impact user experience [5]. - The AI companionship market is undergoing a challenging transition from rapid growth to compliance, raising questions about sustainable business models in the face of stringent regulations [6].

2025年11月，App Store的榜单上出现了一个令人意外的名字：字节跳动旗下的社交应用"多闪"，在沉寂许久后，它不仅重返大众视野，更是登顶社交 应用榜首，在免费总榜中也跻身前列。 多闪并非一款横空出世的新品，而是一个几乎被市场遗忘的"旧将"。它的这次回归，并非偶然的运气，而是字节这座超级流量工厂经过精密计算与战略 调整后，对其社交生态进行的一次关键补位。 六年前，多闪的初次亮相承载着字节跳动在社交领域的宏大野心。作为其首款独立社交产品，它从诞生之初就被置于聚光灯下，使命明确——挑战当时如 日中天的微信。然而，这场备受瞩目的"首战"并未成功，多闪在经历短暂的高光时刻后迅速沉寂，经历数次产品转型但终究未能掀起波澜，甚至一度传 出过停止研发的消息。 在市场风头全都被AI产品抢去的2025年，多闪却悄无声息重新杀回社交舞台的中央。多闪重新被"委以重任"，背后不仅是字节的社交实验终于找准了适 合自己的方向，也潜藏着及在AI时代重构社交版图的野心。 在App Store免费总榜上，在年初的骤起骤落之后，多闪一直在百名之外起起伏伏，直到11月连续三个版本更新才终于一跃而起，直接升至10名之内， 与豆包、红果短剧、汽水 ...

2025年11月，App Store的榜单上出现了一个令人意外的名字：字节跳动旗下的社交应用"多闪"，在沉寂许久后，它不仅重返大众视野，更是登顶社交应用 榜首，在免费总榜中也跻身前列。 多闪并非一款横空出世的新品，而是一个几乎被市场遗忘的"旧将"。它的这次回归，并非偶然的运气，而是字节这座超级流量工厂经过精密计算与战略调 整后，对其社交生态进行的一次关键补位。 六年前，多闪的初次亮相承载着字节跳动在社交领域的宏大野心。作为其首款独立社交产品，它从诞生之初就被置于聚光灯下，使命明确——挑战当时如 日中天的微信。然而，这场备受瞩目的"首战"并未成功，多闪在经历短暂的高光时刻后迅速沉寂，经历数次产品转型但终究未能掀起波澜，甚至一度传出 过停止研发的消息。 在市场风头全都被AI产品抢去的2025年，多闪却悄无声息重新杀回社交舞台的中央。多闪重新被"委以重任"，背后不仅是字节的社交实验终于找准了适合 自己的方向，也潜藏着及在AI时代重构社交版图的野心。 抖音全力"助攻"之下，多闪重回社交舞台中央 七麦数据显示，多闪在今年走出了一条漂亮的"逆袭"之路——在1月10号32.6.0版本发布之后，在App Store榜单上直线 ...

Core Viewpoint - The article discusses the rapid growth and challenges of the AI companionship app industry, highlighting the emotional needs of users and the complexities of monetization in this emerging market [6][10][21]. Market Growth - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with an expected annual revenue of over $120 million [7]. - The Chinese market for AI emotional companionship is projected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [7]. Industry Dynamics - As of August 2025, there are 337 active AI companionship apps globally, with 128 launched this year. However, the top 10% of these apps account for 89% of total revenue, indicating a highly competitive landscape [7][8]. - Many previously popular apps have shut down due to various issues, including regulatory challenges and market saturation [8]. User Engagement and Behavior - A significant portion of users exhibit "shallow engagement," with over half using these apps less than five days a month, suggesting that AI companionship often serves as a temporary comfort rather than a long-term solution [13][14]. - A survey indicated that 52% of teenagers use AI companionship apps at least a few times a month, reflecting a growing acceptance among younger demographics [12]. Emotional Connection and Technology Limitations - Current AI technology struggles to achieve genuine emotional resonance, often leading to a "pseudo-demand" where users receive idealized interactions that may hinder real social skills [14][18]. - Users express a need for empathy and understanding, which existing AI models fail to provide adequately due to their reliance on algorithmic responses rather than true emotional comprehension [14][18]. Business Models and Monetization Challenges - The primary revenue model for many AI companionship apps is subscription-based, but this has not proven effective in markets like China, where users are less inclined to pay for such services [21]. - New entrepreneurs are exploring alternative monetization strategies, including hardware integration and IP-based products, to enhance user engagement and revenue generation [21][22]. Future Directions - Entrepreneurs in the AI companionship space are advised to focus on niche markets and specific user needs to survive in a crowded field [16][17]. - The development of AI companionship apps is seen as a "light asset" venture, allowing for flexibility and innovation without significant upfront investment [19].

Core Insights - The article discusses the rapid growth and commercialization challenges of AI companionship apps, highlighting a significant increase in downloads and revenue in the sector [4][5][10]. - It emphasizes the complexity of user needs and the potential for "pseudo-demand" in AI emotional companionship, suggesting that while there is a market, the sustainability of user engagement is questionable [15][19]. Market Growth - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with projections for annual revenue to exceed $120 million [4]. - The Chinese market is expected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [4]. Industry Dynamics - As of August 2025, there are 337 active AI companionship apps, with 128 launched this year, indicating a surge in entrepreneurial activity [5]. - However, the top 10% of these apps account for 89% of total revenue, creating a challenging environment for new entrants [6]. User Engagement - A significant portion of users exhibit "shallow engagement," with over half using these apps less than five days a month, suggesting that AI companionship often serves as a temporary comfort rather than a long-term solution [14]. - A survey indicated that 52% of teenagers use AI companionship apps at least a few times a month, reflecting a growing acceptance among younger demographics [11]. Commercialization Challenges - The primary revenue model for many apps, including Character.ai, relies on subscription fees, which may not be viable in markets where users are not accustomed to paying for such services [22][23]. - Alternative monetization strategies are being explored, such as creating IP products and avoiding subscription models altogether [23][25]. User Needs and Product Development - Users seek empathy and understanding, but current AI technologies struggle to provide genuine emotional resonance, leading to concerns about the creation of "pseudo-demand" [15][19]. - Successful products in this space may need to focus on niche markets and provide tailored emotional support rather than generic companionship [19][20]. Future Directions - The article suggests that the future of AI companionship apps may lie in developing products that can accurately perceive and respond to user emotions through advanced technology [20]. - Entrepreneurs are encouraged to prioritize user needs over technology, ensuring that AI solutions are genuinely aligned with emotional support requirements [28].

Core Insights - The rise of AI companions and virtual partners is addressing emotional needs in a lonely modern society, with significant growth in the AI companionship app market [2][3] - Privacy and ethical concerns are emerging as the industry develops, alongside the challenge of establishing a sustainable business model [2][5] Market Overview - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with projections for annual revenue to exceed $120 million [3] - The Chinese market is expected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [3] - As of August 2025, there are 337 active AI companionship apps globally, with 128 launched this year, but the top 10% of apps account for 89% of total revenue [3][4] User Engagement and Behavior - A survey by Common Sense Media indicates that 52% of teenagers use AI companionship apps at least several times a month [7] - Users like "Nono" demonstrate a willingness to pay for enhanced features, such as voice and video calls, but many users lack the financial means to subscribe [8] - Most users exhibit "superficial engagement," with over half using the apps less than five days a month, indicating that AI companionship often serves as a temporary comfort rather than a long-term solution [9] Business Model Challenges - The monetization strategies for AI companionship apps remain underdeveloped, with many relying on subscription models that struggle to gain traction in markets where users are not accustomed to paying for such services [15][16] - Companies are exploring alternative revenue streams, such as hardware products and IP derivatives, to enhance profitability [16][17] Industry Trends and Innovations - The market is characterized by a mix of established tech companies and startups, with over 300 AI companionship apps emerging, focusing on personalized emotional interactions [10][11] - Successful products are targeting niche markets, such as the "dream girl" demographic, and utilizing unique character designs to engage users [11][12] - Developers emphasize the importance of understanding user emotions and providing practical advice, moving beyond simple companionship to more meaningful interactions [12][14] Future Outlook - The industry faces a complex landscape with fluctuating user demands and the potential for creating "pseudo-needs" through algorithm-driven interactions [9][20] - Entrepreneurs are advised to focus on specific user needs and develop products that genuinely address emotional support, rather than solely relying on AI technology [19][20]