以下文章来源于张鹏科技商业观察 ，作者张鹏 张鹏科技商业观察 . 聊科技，谈商业。 在前面两篇，我们聊了两个可能有些反共识的观点：第一，「陪伴」的核心能力是一种基于「关 系」的「有效的主动性」（具体展开可见： AI 陪伴，你到底是在说什么？ ）；第二，「陪伴」 不是一个独立的「赛道」，而是未来产品都绕不开的至关重要的一条「技术栈」（具体展开可 见： 「陪伴」不是好赛道，但是个至关重要的「技术栈」 ）。 这听起来很激动人心。但在与深扎这个领域的创业者的交流中，发现在美好的愿景之前，还横亘 着技术和工程的鸿沟。 所以，聊完本质和远方，在陪伴三部曲的最后一章，把思绪再收到当下，一个非常现实的问题： 今天做「陪伴」，路能怎么走？ 超 12000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 01 纯靠「陪伴」收费， 在今天几乎走不通 现阶段，指望用户仅仅为「AI 陪伴」持续地、大规模地付费，极其困难。 那么，那些在市场上看起来活得还算可以的「陪伴」产品，它们到底是怎么赚钱的？我们拆解后 发现，其商业闭环的核心，往往不在「陪伴」本身 ...

Core Viewpoint - The article argues that while the demand for "companionship" in AI exists, it is not a strong enough need to support a standalone market, as users are likely to seek alternative, cheaper distractions [4][6]. Group 1: Challenges of the Companionship Market - The companionship market faces a significant challenge with user retention, as initial novelty quickly fades, leading to steep declines in user engagement and fragile business models [4][6]. - Companionship is a non-essential need that can easily be substituted by various entertainment options, such as short videos or games, which are often free or low-cost [6]. Group 2: Technology Stack vs. Standalone Products - The article emphasizes that while companionship as a standalone product may not succeed, the underlying technology of "effective proactivity" is crucial and will become a foundational capability for future products [10][11]. - The comparison is made to GPS technology, which initially struggled as a standalone product but later became integral to many applications, highlighting that companionship technology can similarly enhance existing products rather than exist independently [8][9][10]. Group 3: Future Implications - The ability to establish a proactive relationship with users, where products can anticipate needs and deliver value, is seen as a transformative capability in the AI era [11][12]. - Companies should focus on integrating companionship as a technological capability within existing solutions to enhance user engagement and build long-term relationships, rather than trying to market it as a separate product [12].

Core Viewpoint - The article discusses the emerging trend of "companionship" in AI applications, emphasizing the need to define what "companionship" truly means in order to avoid misdirection in investment and development efforts [4][5]. Group 1: Understanding "Companionship" - The concept of "companionship" is seen as a warm and soft mist, with significant energy and commercial potential, but lacks a clear definition [5]. - The article suggests that the hope for "companionship" in AI stems from the technology's ability to create a sense of "subjectivity," allowing for the development of "relationships" between users and AI [5][11]. - Three types of relationships are identified: downward, upward, and lateral, each representing different facets of companionship [6][7][10]. Group 2: Types of Relationships - Downward relationships focus on the core need of "being needed," where users take on the role of caregivers, similar to relationships with children or pets [6]. - Upward relationships center around "being given," where users seek guidance and knowledge from mentors or wise figures, requiring trust to maintain the relationship [7]. - Lateral relationships emphasize "being caught," where interactions are dynamic and reciprocal, reflecting the complexity of human friendships and partnerships [10]. Group 3: Product Capabilities - To fulfill the need for "being perceived," products must possess the ability to continuously observe and understand users [11]. - For users to feel "needed," products should actively communicate needs, while to feel "given," they must deliver value proactively [11]. - The essence of effective companionship in AI products lies in their ability to initiate interactions and create value, marking a shift from passive to active engagement [12]. Group 4: Challenges and Future Considerations - The article raises a critical question about whether "companionship" can truly stand as an independent market segment given the high demands it places on product capabilities [13]. - The discussion on "companionship" is suggested to be extensive, indicating that further exploration will follow in subsequent articles [14].

Core Insights - The global demand for sleep health is experiencing explosive growth, leading to a transformative change in the sleep experience industry [1] - The strategic partnership between AI Xilinmen and Qiangnao Technology aims to innovate sleep monitoring technology and create a new ecosystem for sleep management services [5][7] Group 1: Technological Innovation - The core highlight of the collaboration is Qiangnao Technology's non-invasive brain-computer interface technology, which overcomes the limitations of traditional monitoring methods and allows for precise brainwave data collection [3] - The partnership will develop an active sleep optimization system that integrates home manufacturing with neuroscience, enabling real-time monitoring of key sleep data such as brainwaves and heart rate [3][5] Group 2: Strategic Advancement - This collaboration signifies a strategic leap for Xilinmen, transitioning from product-focused strategies to a comprehensive ecosystem approach in sleep technology [5] - Xilinmen has established itself as a leader in the mattress industry in China and Asia, having provided quality sleep products and services to over 60 million families [5] Group 3: Comprehensive Service Ecosystem - The partnership will create a one-stop service system covering precise detection, scientific intervention, and health management, accelerating Xilinmen's transformation into a "full-scenario sleep management service provider" [7] - The integration of smart device detection, sleep product recommendations, and health data tracking will enhance the overall consumer experience [7] Group 4: Research and Development Collaboration - The collaboration is built on two years of joint technical efforts, focusing on the integration of non-invasive brain-computer interface technology with sleep products [8] - Xilinmen has previously established a "Smart Sleep Technology Joint Research Center" with Tsinghua University to explore the fusion of sleep science and artificial intelligence [8] Group 5: Future Development - Xilinmen plans to deepen its industry-academia-research collaboration to build a "sleep health industry community," supporting the intelligent transformation of the entire industry [10] - The partnership serves as a model for breaking through challenges in the sleep and home industries, providing a reference path for companies facing transformation dilemmas [10]

Core Viewpoint - The incident involving the "Dream Island" App highlights the urgent need for regulatory oversight in the AI companionship sector, particularly concerning the protection of minors from harmful content [1][2][3] Group 1: Incident Overview - The "Dream Island" App was summoned by the Shanghai Cyberspace Administration due to generating inappropriate content that poses risks to minors' mental and physical health [1] - A tragic event in Florida, where a 14-year-old boy committed suicide after becoming obsessed with an AI companion app, has intensified scrutiny on the safety of such products for youth [2] Group 2: Regulatory Response - The Central Cyberspace Administration of China has included the safety risks of AI Q&A services for minors in its "Clear and Bright: Rectifying AI Technology Abuse" initiative, indicating a strong regulatory stance [3] - The Shanghai Cyberspace Administration has mandated immediate rectification from the "Dream Island" App's operating company, emphasizing the importance of compliance with laws protecting minors [3] Group 3: Industry Implications - The AI companionship sector is experiencing rapid growth, but the industry must prioritize content compliance and social responsibility to avoid detrimental impacts on youth [2][3] - There is a call for the establishment of clearer legal frameworks and regulatory standards for AI companionship products to ensure they do not cross ethical boundaries [3]

Group 1 - The "Zhu Meng Dao" App, developed by the female-oriented online literature platform Xiaoxiang Shuyuan under the ownership of Yuewen, was summoned by the Shanghai Cyberspace Administration due to concerns over AI-generated content that poses risks to minors' mental and physical health [1] - The app focuses on AI companionship, allowing users to interact with virtual AI characters, and is operated by Shanghai Zhu Meng Dao Artificial Intelligence Technology Co., Ltd. [1] - The app has completed a new round of financing exceeding $10 million, with investments from strategic partners including SenseTime Guoxiang Fund and Yuewen Group [1] Group 2 - A tragic incident in 2024 involving a 14-year-old boy who became obsessed with an AI companionship app led to his suicide, prompting legal action against the company Character.AI by the boy's mother [2] - The incident raised concerns regarding the protection of minors in relation to AI companionship products, highlighting the safety risks associated with providing AI Q&A services to minors [2] - The Shanghai Cyberspace Administration emphasized the importance of regulating AI technology applications to protect the legitimate rights and interests of minors, urging internet platforms to fulfill their responsibilities and balance innovation with compliance [2]

Summary of ShengTian Network Conference Call Company Overview - ShengTian Network is expected to see continued improvement in performance during Q2 and Q3 of 2025, benefiting from previously accounted game projects, and is currently in a light operational state [2][4]. Financial Position - The company holds approximately 1 billion yuan in cash, indicating potential for mergers and acquisitions to further expand its business and enhance market competitiveness [2][4]. AI Application Developments - ShengTian Network has made strides in AI applications, with a product named "GeiMai" generating monthly revenue of approximately 3-4 million yuan. The company plans to launch an AI companion product during the summer, targeting overseas markets with expectations of reaching monthly revenues in the tens of millions [2][5]. - The company intends to add AI virtual character features, such as an astrologer role, to its domestic version to attract younger female users and increase user engagement [2][5]. Key Game Products and Market Performance - Important game products include "Three Kingdoms Strategy Edition" and "Heart's Wings." The monthly revenue for "Three Kingdoms Strategy Edition" remains stable, while "Heart's Wings" plans to enter the South Korean and Southeast Asian markets to mitigate potential declines in the Japanese market [2][6][7]. - A new fighting game developed by the "Heart's Wings" team is expected to undergo testing during the summer, having faced delays due to strict Japanese IP review processes [2][7]. Profit Forecast and Valuation Outlook - The profit forecast for ShengTian Network in 2025 is projected to be between 100 million to 150 million yuan. The company is expected to shift from a gaming-focused entity to one that emphasizes AI applications, which typically have higher valuation levels, leading to a positive outlook for future development [2][8].

Core Viewpoint - The article discusses Henry Kissinger's final book, "Artificial Intelligence and the Future of Humanity," emphasizing that AI is akin to nuclear weapons, reshaping global power dynamics and geopolitical tensions [4][7][14]. Summary by Sections AI as a Strategic Tool - Kissinger argues that AI will redefine global order, particularly for nations integrating AI into governance and military strategies, notably the US, China, and the EU [9][10]. - The complexity of AI poses greater risks than nuclear weapons, as its development is less transparent and can lead to unpredictable conflicts [9][10]. Historical Context and Predictions - The book reflects on Kissinger's historical experiences, drawing parallels between the Cold War and the current AI landscape, suggesting that nations will need to establish departments to manage AI technology for both internal and external purposes [10][11]. - Kissinger believes that while conflict between the US and China is inevitable, it will be short-lived, as both nations will seek diplomatic solutions rather than engage in direct warfare [11][12]. Diplomatic Strategies - The article highlights Kissinger's view that AI should be treated as a form of "nuclear deterrence," promoting communication and balance among nations to avoid catastrophic outcomes [12][16]. - Kissinger's approach emphasizes managing conflicts rather than eliminating them, advocating for flexible diplomatic strategies to protect national interests [16][17]. Legacy and Perspective - The article notes that Kissinger's views on AI reflect a pragmatic and strategic mindset, positioning AI as a tool for negotiation rather than a purely technological advancement [14][15]. - His final insights serve as a reminder for policymakers to adapt their strategies in light of emerging technologies, maintaining a balance between competition and cooperation [16][17].

Core Insights - The book "The Age of Artificial Intelligence and the Future of Humanity" by Henry Kissinger discusses AI as a strategic tool akin to nuclear weapons, influencing global power dynamics and international relations [3][11][24] - Kissinger emphasizes the need for dialogue between the US and China regarding AI to prevent escalating tensions and misunderstandings [6][15] Summary by Sections AI and Global Order - Kissinger's main argument is that AI will create a new world order similar to the Cold War era, with significant implications for global security and power structures [5][11] - He identifies the US and China as the leading nations in AI investment, warning that failure to engage in dialogue could exacerbate divisions [6][11] Historical Context - The book draws parallels between the current AI landscape and the nuclear arms race during the Cold War, highlighting the complexities and unpredictability of AI compared to nuclear weapons [13][14] - Kissinger's historical experience informs his perspective on the strategic use of technology in international relations [11][18] Strategic Implications - AI is viewed as a double-edged sword, presenting both opportunities for nations that integrate it into governance and military strategy, and risks of increased geopolitical conflict [12][13] - Kissinger suggests that nations will need to establish departments focused on AI to ensure technological leadership and manage international relations effectively [17][18] Diplomatic Strategies - The author advocates for using AI as a form of "nuclear deterrence," promoting communication and balance among nations to avoid catastrophic outcomes [19][26] - He argues against the inevitability of direct military conflict, emphasizing the importance of diplomatic solutions and strategic management of AI-related tensions [18][26] Conclusion - Kissinger's final work reflects a pragmatic view of AI as a strategic asset in international diplomacy, urging leaders to manage rather than eliminate conflict [24][26] - His insights serve as a reminder of the need for a balanced approach to emerging technologies in the context of global power dynamics [27][28]