以下文章来源于AGI接口 ，作者宋思杭 AGI接口 . AI卷起的财富风暴。 出品｜虎嗅科技组 作者｜宋思杭 编辑｜苗正卿 头图｜东京TGS展 这是29年来史上最大规模的东京TGS游戏展 （日本东京游戏展览会，以下简称"TGS"） ，16万平方米的展厅，有超1000家参展企业来自 中国。但在最大的游戏主展馆，却只有一家与AI有关。 有官方统计，2025年TGS的参展人数逾25万人。即使是近两年热度最高的AI，也无法与TGS相比。 而对于这25万参展观众来说，AI，或者说AI如何与游戏结合，还不是他们关注的重点。就连TGS留给这家国内AI游戏公司的位置也只有 一个小角落。 但对于国内唯一拿到TGS入场券的AI游戏陪伴公司"心影随形"来说，已经足够让他们兴奋。 创始人刘斌新在现场激动地向虎嗅分享，自己是如何接收到来自TGS的邀请函邮件，并决定将出海的第一站瞄向日本。 大约两个月前，刘斌新的邮件箱里收到一封来自东京TGS的邀请函。而引起TGS注意的是，其在海外社交媒体 （X和YouTube） 上的宣 传都是用日语。 "最开始都是我们联合创始人王碧豪在发这些blog。"刘斌新告诉虎嗅。 在他们二人中，王碧豪才是那个更 ...

Core Insights - The Tokyo Game Show (TGS) is the largest in its 29-year history, covering 160,000 square meters with over 1,000 participating companies, yet only one AI-related company is present [1][3] - The focus of TGS attendees is not primarily on AI, indicating a gap between AI advancements and gaming interests [3][14] - The AI gaming company "Xinying Suixing" is the only domestic AI company to secure a spot at TGS, showcasing its potential in the market [3][4] Company Overview - "Xinying Suixing" aims to combine AI with gaming, focusing on creating virtual companions for players, which is a unique approach compared to traditional AI chatbots [6][8] - The founder, Liu Binxin, emphasizes the importance of understanding user needs and data utilization in developing AI products [21][30] - The company has seen rapid growth, with global users increasing from 9 million to 10 million within a month, although the number of paying users remains low [28][29] Market Trends - The AI gaming sector is viewed as a potential battleground for future competition, despite current limited participation from major players [14][15] - Liu Binxin believes that large gaming companies may enter the AI space but will not share data or resources due to their corporate culture [17][18] - The company is exploring a transition from a consumer-focused model to a business-to-business (B2B) strategy, aiming to collaborate with game developers for advertising opportunities [29][30] Challenges and Opportunities - The company faces challenges in establishing a local presence in Japan, which is crucial for B2B partnerships due to cultural business practices [31][32] - Despite the challenges, Liu Binxin remains optimistic about the global potential of AI products, suggesting that successful models can emerge from China [28][30]

Core Viewpoint - The article discusses the launch and features of "Doudou AI," an AI application designed to accompany users in gaming, providing emotional support and strategic advice during gameplay. The CEO, Binson, shares insights on the product's development and the importance of emotional value in user experience [3][5][6]. Group 1: Product Features and Development - "Doudou AI" serves as a gaming companion, offering strategies and sharing emotional experiences during gameplay, enhancing user engagement [5][6]. - The transition from the Beta version to the 1.0 version was driven by breakthroughs in multimodal technology, allowing the AI to understand game scenes and user actions more effectively [9][11]. - The initial launch faced unexpected user traffic, with actual usage reaching 8-10 times the expected capacity, resulting in rapid server expansions [7][8]. Group 2: Market Insights and User Engagement - The product's emotional value is emphasized, with users preferring genuine interactions over mere compliments, highlighting the need for the AI to resonate with users' feelings [49][50]. - The gaming environment is identified as a significant emotional space, where users experience highs and lows, making it ideal for AI companionship [28][30]. - The company aims to create a strong emotional connection between users and the AI, treating the AI as a person rather than a tool, which enhances user experience [55][56]. Group 3: Strategic Vision and Future Directions - Binson's vision for the company is rooted in the belief that technological advancements will drive new product forms, emphasizing the importance of both technology and user needs [19][21]. - The company plans to expand its product offerings beyond gaming, exploring broader applications of AI companionship in various life scenarios [6][24]. - The approach to product development is dynamic, focusing on long-term technological trends rather than short-term market demands, allowing for adaptability in a rapidly changing landscape [22][23].

Core Viewpoint - The article discusses the emergence of "Doudou AI," a product that aims to provide genuine companionship through shared experiences rather than superficial conversations, highlighting the need for emotional connection in the digital age [2][9][31]. Group 1: Product Overview - "Doudou AI" has quietly gained 8 million users with a remarkable 70% next-day retention rate on PC, indicating strong user engagement [2]. - The product is designed to enhance user experiences by being context-aware, allowing it to interact meaningfully based on the user's current activities, such as gaming [18][20]. Group 2: Founder’s Insight - The founder, Binson, recognized that the mobile internet era has led to users' time being consumed by major platforms, leaving little room for new applications [3][4]. - A pivotal moment for Binson was witnessing his son share his gaming achievements, which led him to understand the importance of being a witness to shared experiences rather than engaging in aimless chat [6][9]. Group 3: Concept Development - Binson drew inspiration from AI programming assistants, which provide help without interrupting the user's workflow, leading to the idea of an AI companion that enhances rather than distracts [13][16]. - The new concept of "scene awareness" was introduced, allowing the AI to interact based on the user's current context, creating a sense of camaraderie [17][18]. Group 4: Personal Experience and Mission - A life-threatening car accident deepened Binson's understanding of companionship and the value of shared experiences, influencing the product's development direction [22][24]. - The mission of "Doudou AI" is to enhance users' life experiences by being a supportive companion that acknowledges and celebrates their achievements [27][31]. Group 5: Market Positioning - The product aims to fill a gap in the market for emotional companionship, addressing the loneliness often felt in the digital age by providing a reliable and responsive AI partner [29][30].

Core Viewpoint - The article discusses the journey of Binson, the founder of "Xinying Suixing," and his innovative AI product "Doudou Game Partner," which aims to provide companionship in gaming and beyond, with a focus on user engagement and emotional connection [5][6][20]. Company Overview - Binson, a former executive at major tech companies, founded "Xinying Suixing" in 2023 after a life-changing experience [6]. - The company completed a multi-million dollar A+ funding round at the end of last year, with investors including Jiuhe Venture Capital and Xinying Capital [7]. Product Development - The first version of "Doudou Game Partner" was launched after overcoming initial model limitations, evolving into a Companion AI capable of real-time interaction during gameplay [6][7]. - The latest update (version 1.0) enhances the product's ability to understand and interact with users in various gaming scenarios [7][8]. User Engagement - "Doudou Game Partner" has achieved 8 million registered users and over 2 million monthly active users, indicating strong market traction [6]. - The typical user demographic is young adults aged 18-25, who seek companionship while gaming [12]. Usage Scenarios - Users commonly engage with "Doudou" for in-game discussions, strategy assistance, and even watching shows together [11][12]. - The product aims to fulfill emotional needs by providing a non-judgmental companion for users during their gaming experiences [20]. Monetization Strategy - Current monetization includes in-game purchases and subscription models, with future plans to incorporate B2B advertising and e-commerce recommendations [14][15]. - The company anticipates a balanced revenue stream from both consumer and business segments [15]. Future Aspirations - Binson expresses a desire to enhance the AI's capabilities for understanding complex gaming events and providing detailed feedback to users [16][17]. - The long-term vision includes extending the emotional connection beyond gaming into users' daily lives [20].

Group 1: Meta's AI Glasses - Meta is set to release its first smart glasses with a display, named Hypernova, priced starting at $800, which is lower than the previously expected price of over $1000 [1] - The glasses feature a small monocular heads-up display (HUD) and a sEMG neural wristband for gesture control [1] - The glasses can display time, weather, notifications, and provide navigation and real-time subtitle translation, weighing approximately 70 grams [1] Group 2: AI Gaming Companion - "Doudou AI" is an AI product focused on gaming companionship, equipped with a vast gaming knowledge base and the ability to read game screens in real-time [2] - The platform offers a variety of character choices, including original characters and well-known content creators, supporting long-term memory and contextual understanding [2] - The subscription model allows unlimited call duration and long-term memory, currently supporting games like "Black Myth: Wukong," "Genshin Impact," and "Stardew Valley" [2] Group 3: AI Game by Cai Haoyu - Cai Haoyu's AI game "Whisper from the Stars" has launched at a price of 27 yuan, allowing players to interact with the AI character Stella in English [3] - The game progresses through dialogue, where players assist Stella, a astrophysics student, in overcoming challenges during her interstellar research [3] - The AI shows good response capabilities and long-term memory, but the gameplay can become slow and lacks clear objectives as it progresses [3] Group 4: AI Models from Multiverse Computing - Spanish company Multiverse Computing has released two compact high-performance AI models: "Super Fly" (94 million parameters) and "Chicken Brain" (3.2 billion parameters), utilizing quantum compression technology [4] - These micro-models can run locally on smartphones, smartwatches, and IoT devices, enabling offline functionality, enhancing privacy, and reducing latency and operational costs [4] - The company, founded by physicist Roman Orus, has developed a model compression technology called CompactifAI and has secured €189 million in funding [4] Group 5: GenFlow 2.0 by Baidu - Baidu Wenku and Baidu Wangpan have launched GenFlow 2.0, the world's first universal intelligent agent that can work with over 100 expert agents simultaneously [5][6] - The system autonomously identifies simple dialogues and complex tasks, completing multiple tasks in parallel within minutes, with a generation speed ten times faster than mainstream products [5][6] Group 6: World Humanoid Robot Games - The first World Humanoid Robot Games concluded in Beijing, featuring 280 teams and over 500 humanoid robots from 16 countries, competing in events like athletics, soccer, martial arts, and scenario challenges [7] - The Yushu Technology H1 robot won championships in the 1500m, 400m, and 4x100m relay, while the Beijing Tiangong team's "Embodied Tiangong Ultra" robot achieved a 21.5-second record in the 100m [7] - The event included innovative scenario competitions to test robots' practical application capabilities in various industries, with the next event scheduled for August 2026 in Beijing [7] Group 7: Huawei's HarmonyOS - Huawei's executive director Yu Chengdong announced that HarmonyOS 5.0 devices have surpassed 10 million units, claiming it has crossed a "survival line" [8] - In response to "Android shell" criticisms, he stated that all applications for HarmonyOS 5.0 and beyond are newly developed, with plans to align functionality with iOS and Android by the end of September [8] - Yu anticipates that HarmonyOS will compete globally, predicting a future where the operating system landscape is divided among three major players, including HarmonyOS [8] Group 8: Hinton's AI Control Warning - AI pioneer Hinton warned at the Ai4 2025 conference that AGI could emerge within years, suggesting that human attempts to control AI will ultimately fail [9] - He proposed that AI will soon evolve self-preservation and control-seeking goals, advocating for the establishment of a "maternal instinct" in AI to ensure it cares for humanity [9] - In contrast, Li Feifei called for a "human-centered AI" approach, emphasizing the importance of maintaining human dignity and autonomy, viewing AI merely as a tool [9] Group 9: Principles for Designers in the AI Era - Outstanding designers should focus on creation rather than just illustration, turning blueprints into reality [10] - Essential skills for adapting to the AI era include agile iteration, building rather than piling up, and understanding technological trends [10] - Human empathy remains a timeless advantage, as top designers infuse human warmth into cold algorithms to create truly engaging experiences [10] Group 10: Nvidia's Research on Small Models - Nvidia's latest research indicates that small models may outperform large models in agent tasks, achieving lower resource consumption and greater flexibility [11] - Small models can reduce inference costs by 10-30 times through GPU resource optimization and task-specific deployment [11] - While small models can quickly adapt to new demands and are easier to deploy in edge computing, they still face challenges such as infrastructure compatibility and low market recognition [11]

Core Viewpoint - The article discusses the journey of Binson, the founder of Xinying Suixing, and his innovative AI product "Doudou Game Partner," which aims to surpass existing products like "Talking Tom" by providing a unique companionship experience for gamers [2][3]. Company Background - Binson, a former senior executive at major tech companies, founded Xinying Suixing in 2023 after a life-changing accident [3]. - The company has raised tens of millions of dollars in Series A+ funding, with notable investors including Jiuhe Venture Capital and Xinying Capital [4]. Product Development - The initial version of Doudou Game Partner was launched despite limitations in model capabilities, but subsequent advancements in multi-modal abilities have allowed for a more interactive experience [3][4]. - The latest version of Doudou AI features real-time game scene recognition and companionship, enhancing user engagement [4][5]. User Engagement - Doudou Game Partner has achieved 8 million registered users and over 2 million monthly active users [3]. - The product is designed to not compete for users' time, recognizing that users are already engaged in various digital activities [3]. Target Audience - The primary users are young individuals aged 18-25, who seek companionship while gaming without social pressures [8][9]. - The emotional need for companionship in gaming is expected to persist across generations, reflecting a shift in lifestyle [9]. Monetization Strategy - Current revenue streams include in-game purchases and subscription models, with future plans to incorporate B2B advertising and e-commerce recommendations [10][11]. - The company aims for a balanced revenue model between consumer and business segments [11]. Future Aspirations - Binson expresses a desire to enhance the AI's ability to understand and analyze complex gaming scenarios, aiming for a more comprehensive interaction with users [12][13]. - The company recognizes the importance of emotional connection and companionship as core values in their product offering [16][19].

Core Viewpoint - The article discusses the launch and features of an innovative AI companionship product called DouDou AI, specifically designed for gaming companionship, which differentiates itself from general emotional AI products by focusing solely on the gaming sector [1][3]. Summary by Sections Product Overview - DouDou AI is an AI companionship product that focuses on gaming, providing a unique experience compared to traditional emotional AI products [1][3]. - The official version 1.0 was launched on August 18, and it requires a PC with Windows 10 or higher and an independent graphics card to operate [5]. Character Selection - Users can choose from a wide variety of characters, including original designs and popular figures from the gaming community, enhancing the gaming experience [7][11]. - The character selection includes a mix of archetypes, appealing to different player preferences, such as catgirls and strong female leads [9][11]. Interaction Features - DouDou AI offers interactive features, including a Live2D desktop pet that can engage with users during gameplay, providing a more immersive experience [16][18]. - The AI can analyze gameplay and provide real-time advice, drawing from a vast and continuously updated knowledge base related to various games [27][28]. Gameplay Assistance - The AI can assist players by analyzing their gameplay strategies and suggesting optimal character builds and strategies, demonstrating a deep understanding of game mechanics [25][32]. - It can also guide new players through complex games, providing information about characters and gameplay objectives without needing to exit the game for tutorials [34][35]. Emotional Engagement - DouDou AI incorporates a relationship-building system where users can increase their affinity with characters through interactions, enhancing the emotional connection [39][50]. - The AI retains memory of past interactions, allowing for personalized responses and a sense of continuity in the user experience [48]. Monetization Model - The product features a monetization model that includes a monthly subscription for extended features and in-game currency for purchasing gifts and unlocking new characters [50][52]. - The AI supports a wide range of games, including popular titles like League of Legends and Genshin Impact, and can adapt to other games through visual recognition [52][55]. Broader Implications - The article suggests that AI companionship in gaming may fulfill a growing need for social interaction among players, especially as gaming becomes more solitary [76][79]. - DouDou AI is positioned as a modern solution for companionship in gaming, potentially serving as a "cyber campfire" for players seeking connection in their gaming experiences [80].