「 能否超越汤姆猫？ 」 文 ｜ 施嘉翔 编辑 ｜ 陈之琰 心影随形创始人刘斌新（Binson）大概是第一个走进ICU的AI创业者。去年10月，他在出差途中遇上严重车祸，在ICU里躺了五天六 夜。投资人得知消息后，第一反应是，"这他妈是真的吗？被人从火海里拖出来不是电视里拍的场景吗？" 但走出ICU之后，投资人都觉得他获得了重生，九合创投创始人王啸说，Binson最大的变化是停下来思考：什么是对公司发展最重 要的。 Binson，前B站副总裁，还曾先后担任百度副总监、360 助理总裁，典型的大厂高管背景，在2023年下场创业，创办心影随形。 王啸还记得自己押注Binson一个重要原因：当所有人都在模仿Character.AI时，"他敢对大家趋之若鹜的海外产品路线say no，有勇气 定义一个新的产品形态。"——也就是后来的逗逗游戏伙伴，一款不需要你额外投入时间的桌宠形态产品。 2023年第一个版本开发后，Binson发现，当时的模型能力完全无法达到他想要的效果，但他还是在次年上线了最早版本的逗逗游 戏，主打热门游戏如《原神》的陪玩。一直到今年年初推理模型开源，多模态能力突破瓶颈，他对逗逗游戏最初的设想才变为现 ...

Binson是互联网老兵了，过去15年，他曾先后担任过百度副总监、360助理总裁、B站副总裁。2023年4月，他创办了心影随形，决定要做一款游戏陪玩类 的AI产品，并累计获得了数千万美元的四轮融资。 之所以说他是从ICU走出来的创业者，并不是指他们的业务得了重症。相反，他们的产品"逗逗游戏伙伴"仅在测试阶段，就收获了800万用户。硅谷知名 科技媒体The Information发布的2024年度"全球50家最具潜力初创公司榜单"中，共有四家中国公司，其中便有心影随形。 一款神奇的陪伴型产品。 文/严锦彦 今年初，Binson （刘斌新）收获了一个新的称号：从ICU走出来的第一位AI创业者。 那么为什么Binson会收获这样一个称号？原因是Binson本人去年底经历了一场车祸，在ICU里躺了好几天。在这场经历后，他写下了，抒发了对于死亡和 人生的思考，也获得了不少人的共鸣和转发。 逗逗游戏伙伴 前阵子，葡萄君在CJ遇到了Binson，并体验了逗逗游戏伙伴。简单来说，它是一款陪你玩游戏的AI桌宠产品，属于是踩中了时下火热的AI和桌宠两条赛 道。 在AI技术支持下，它看上去与过去的桌宠有着很大的差异。常规的桌宠，无 ...

前 言 在百度AI DAY现场，我体验到各式各样的"创新创业"，也感受到这群创业者之间深刻的"非共识"。 是技术牵引用户需求向前，还是用户需求牵引技术迭代？是模型决定AI产品上限，还是场景决定AI产品上限？卷AI Agent ToC赢面更大，还是卷AI Agent ToB赢面更大？下一个突破口在AI软件，还是下一个突破口在AI硬件？ 就像《从0-1》序言中提到的："如果你发现周围所有的车都在逆行，那多半是你开反了。而彼得·蒂尔就像这样一辆车，他不仅一往无前，无所畏惧地逆 向而行，还让路上的其他车困惑和怀疑是不是自己开反了方向。" 01 "非共识"下的AI创业 大家可能都有类似的感受：每天打开新闻，AI大模型总在头条。即使放下手机，它也会钻进工作报表的智能分析里，显身在孩子网课的个性化辅导中。 打个车或者叫个外卖，AI也会藏匿在各个系统里。 百度集团副总裁袁佛玉在AI DAY上直言："AI大模型不只是每天的新闻头条，更在真真切切改变我们身边每一个熟悉或不熟悉的行业，甚至每个人的工作 和生活。" 它像一场滔天巨浪，裹挟着高速发展的势能，也带着探索未知的不确定性 ——AI创企要在技术深度、迭代速度与成本控制的"不可 ...

Core Viewpoint - The event "AI DAY" hosted by Baidu showcased its "AI Venture Acceleration Program," which provides substantial support to AI startups, including billion-level computing subsidies, exclusive financing channels, and policy support, helping 20 companies secure over 100 million yuan in funding in the past year [1][23]. Group 1: AI Venture Acceleration Program - The program aims to assist AI startups by offering tailored solutions and resources, addressing the challenges of technology depth, iteration speed, and cost control, which are often referred to as the "impossible triangle" [5][6][10]. - Baidu's intelligent cloud provides a full-stack AI infrastructure, including self-developed Kunlun chips and various platforms, enabling startups to reduce costs and accelerate development [10][22]. - The program has successfully helped startups in various sectors, including e-commerce, gaming, and online education, by providing essential tools and resources for rapid product validation and market entry [12][20][22]. Group 2: Industry Applications and Success Stories - In the gaming sector, Baidu's collaboration with startups has led to innovative products that enhance user experience through AI-driven interactions and personalized guidance [16]. - For wearable devices, Baidu's solutions have enabled companies to create smart products that integrate AI capabilities, enhancing user engagement and functionality [18]. - In e-commerce, Baidu's AI technologies have streamlined business processes, improving efficiency and effectiveness in product selection and supply chain management [20]. Group 3: Competitive Advantage and Market Position - Baidu's intelligent cloud has maintained the leading position in the AI public cloud market for five consecutive years, attributed to its robust technology and comprehensive service capabilities [22]. - The success of the "AI Venture Acceleration Program" reflects Baidu's strong support for AI startups, contributing to their growth and establishing Baidu as a preferred partner in the industry [23][25].

深锚AI基础设施投入，做AI创企的最强技术后盾 当前，中国AI产业正面临关键发展拐点，商业落地迎来新一轮波峰。成熟技术深度渗透场景，生成式AI等新兴技术持续拓 展边界，推动AI创企站上了产业进化的C位。 现场，百度集团副总裁袁佛玉指出，AI创企的成长始终面临一个"不可能三角"——技术深度、迭代速度与成本控制三者难 以兼得。作为国内最早提出"AI云"战略的云厂商，百度智能云希望将积累的技术能力与生态开放出来，与更多伙伴结伴同 行，共同攻克难题。 面对技术深度问题，百度智能云拥有业内最完备的AI能力体系，从昆仑芯等算力底座，到百度百舸·AI异构计算平台、千帆 大模型平台，再到覆盖多场景的应用级解决方案，为企业提供全栈技术支撑，已成为众多AI创企的落地首选。 面对产品迭代速度问题，百度智能云持续建设工具平台，推出了千帆大模型开发平台，提供从数据标注、模型训练到调优 部署的全流程自动化工具。同时，千帆应用开发平台还为开发者提供了快速搭建AI原生应用的工具，帮助开发者在运营层 面应用AI技术，进行用户行为分析、个性化内容推荐等，助力创企实现产品体验升级与运营效率提升。 目前，百度智能云千帆大模型平台在交通、电力、医疗等 ...

Core Insights - The article discusses the shift in the AI industry from a focus on technical capabilities to a more comprehensive ecosystem approach, emphasizing the importance of collaboration and support for startups [2][20]. Group 1: AI Startup Landscape - AI startups are evolving from being mere efficiency tools to becoming central to product experiences, reshaping the relationship between humans and the digital/physical worlds [7][15]. - Companies like Xinying Suixing and Kotoko are exploring new forms of digital companionship and interaction, highlighting the need for advanced AI capabilities [9][10]. - The demand for AI in wearable technology, such as AI glasses, is growing, with companies like Li Weike Technology leading the way in creating user-friendly products [11][13]. Group 2: Baidu's Support for AI Startups - Baidu's AI Day introduced the "AI Venture Acceleration Program," which aims to provide substantial support to selected AI startups through computing power subsidies, financing channels, and policy support [6][21]. - The program has already assisted 20 companies in securing over 100 million yuan in funding within the past year, indicating a strong commitment to fostering innovation [6][21]. - Baidu's cloud services offer a comprehensive infrastructure that includes self-developed chips and AI models, enabling startups to focus on their core business logic [18][19]. Group 3: Ecosystem Development - The article emphasizes that the future of AI competition will hinge on ecosystem building rather than just technical prowess, with Baidu positioning itself as a key player in this transition [20][22]. - Baidu's support framework includes flexible computing resources, machine learning operations (MLOps), and access to a network of investors and government resources, which collectively lower operational costs and enhance innovation [21][22]. - The three-phase growth path outlined for startups—product validation, scene validation, and ecosystem expansion—demonstrates Baidu's strategic approach to nurturing AI entrepreneurship [21][22].

01 AI 创业新范式：七家公司的共同 " 底座 " 2024 年， AI 创业的叙事正在发生根本性转变。如果说 2023 年是 " 百模大战 " 的技术奇观与资本狂欢，那么今年，当市场的喧嚣逐渐沉淀，聚光灯则明确 地打向了产业落地的主战场。一批真正意义上的 "AI 原生 " 新势力正在快速崛起，它们不再是传统业务的 AI 改良派，而是将大模型作为数字世界的地基， 直接构建商业大厦的 " 原住民 " 。 我们观察了七家处于不同赛道的代表性创企 —— 从致力于 " 用 AI 创造快乐 " ，让虚拟伙伴陪伴用户玩游戏的 心影随形 ；到将 "AI 在前，硬件在后 " 的哲 学注入 40 克镜腿的 李未可 ；从用 AI 重塑电影工业流程，让普通人也能一站式生成电影的 FilmAction ；到挑战物理世界边界， 8 秒生成一个精细 3D 模 型的 VAST ；以及深耕具身智能、品牌零售、全球化社交游戏的 灵生科技 、 述信科技 和 Kotoko 。 它们看似业务迥异，却呈现出惊人的一致性： 一个值得关注的现象是，这批背景各异、雄心勃勃的 AI 新势力，不约而同地将自己的 " 数字地基 " 建立在了百度智能云之上。这并 ...

Core Viewpoint - The rapid development of AI technology has led to the emergence of AI companions, enhancing human-machine interaction and providing emotional value to users [1][10]. Industry Overview - The AI emotional companionship market in China is projected to reach 1.211 billion yuan in 2024, potentially exploding to 3.866 billion yuan in 2025, and is expected to exceed 59.5 billion yuan by 2028, with a compound annual growth rate of 148.74% [7]. - Companies like Minimax, ByteDance, and Tencent are also developing similar AI companionship products, indicating a growing interest in this sector [7]. Product Development - The product "Doudou Game Partner" by Beijing Xinying Suixing Technology Co., Ltd. allows users to interact with AI characters in gaming scenarios, aiming to establish emotional connections through gameplay [2][4]. - The company focuses on creating high-quality AI characters with auditory and visual feedback to enhance user experience [8]. Ethical Considerations - The rise of AI companions has sparked discussions about ethical boundaries, particularly concerning their impact on youth and real-life relationships [1][10]. - Experts emphasize the need for regulatory frameworks to ensure that AI technologies promote social interaction rather than deepen isolation [10][11]. Future Outlook - The potential for AI to meet human emotional needs is seen as a natural evolution, with expectations that future AI collaborations will expand emotional connections [11].

创业浪潮：生成式AI引领创新热潮 近年来，随着ChatGPT等生成式AI技术的爆发式进步，AI创业仿佛一夜之间进入了大众视野。资本疯狂涌入，创业公司雨后春笋般出现，仿佛每一个细分 领域都有人喊出要用AI来重新定义行业。 有人将当下称为AI创业者的黄金时代：技术变革的浪潮为有梦想的人提供了前所未有的机会。 然而，黄金时代的 光环背后也有不容忽视的阴影——为什么AI创业那么难？在热潮之下，不少创业者发现，AI领域机会虽多，竞争更是激烈，要在浪潮中站稳脚跟绝非易 事。 首先是技术和应用的落地难题。 AI模型再先进，也需要找到恰当的应用场景，否则再炫目的demo也难以转化为商业价值。很多创业者拥有顶尖的技术团 队，却困惑于如何将技术产品化、规模化。 其次是市场和融资的挑战。 一方面，用户对AI产品的接受存在一个教育过程；另一方面，投资人对AI项目的热 情高涨但也日趋理性，创业者既要讲出令人信服的故事，也要拿出过硬的数据。最后是竞争和迭代的压力。AI赛道更新速度惊人，今天的领先优势可能转 瞬即逝，新玩家层出不穷。在这样的环境下，AI创业者既面临时代馈赠的机遇，也直面着前所未有的挑战。 融资三轮后的破局：一个AI创业者的 ...