Core Insights - The company LeBo has transitioned from a free service to a paid model, marking a significant shift in its business strategy after ten years of free offerings, resulting in a fivefold increase in monthly revenue [1][2][15]. Group 1: Business Model Transition - LeBo's shift to a paid model is seen as a culmination of ten years of groundwork and a response to the evolving demands of the AI era [2][13]. - The new pricing strategy is characterized as "value realization," where businesses pay for convenience and efficiency, while individuals pay for high-definition and stability [14]. Group 2: Technological Advantages - LeBo has established a robust connection standard through its Lelink protocol, which is embedded in over 95% of TV brands and integrated into major smartphone manufacturers, creating a seamless cross-brand and cross-system experience [3][4]. - The company has built a nationwide "no-difference connection ecosystem," with over 60 million monthly active users and an average of more than five casting sessions per user daily [6]. Group 3: Market Demand and User Engagement - The demand for screen sharing has evolved beyond home entertainment to become a necessity in business meetings, education, and collaboration [8][17]. - Innovations such as "scan to cast" and AI-powered casting have significantly improved user experience, reducing meeting preparation time by 80% and enhancing interaction capabilities [10][12]. Group 4: Growth Potential - The enterprise market for screen sharing and AI collaboration is projected to exceed 10 billion in the next three years, with LeBo positioned to capitalize on this growth due to its technological barriers [19]. - The company is experiencing dual growth curves: explosive growth in consumer membership and the rise of enterprise-level services, establishing a "dual-engine" business model [20][23]. Group 5: Future Vision - In the AI era, controlling screen access is crucial for establishing the next generation of interaction standards, with LeBo aiming to evolve from a screen-sharing company to an operating system for screens [24][25]. - The company is integrating AI, voice recognition, and collaborative tools to create a unified workspace, positioning itself as a foundational player in the upcoming smart connectivity revolution [26][27].

在AI入口之争愈演愈烈的2025年，一家"十年不收费"的公司突然迎来了爆发。就在不久前，乐播投屏宣布正式启动收费体系，并在 To B 商业市场全面发 力，并很快实现了月收入暴涨5倍的成绩。 AI时代，屏幕不只是显示终端，更是人机交互的最后一公里。 过去，乐播曾用十年时间铺设了中国的"屏幕底座"。自2013年发布以来，乐播就一直主打为用户提供免费的投屏服务。据其官方披露，目前已为超过 16亿 手机与5亿台电视建立起跨品牌、跨系统、跨网络的连接。如今其正在成为AI成果投射的统一入口。 从免费到收费，对外界而言，是商业模式的转折点；但在乐播方面看来，这是十年厚积薄发的兑现时刻，也是对AI时代入口级业务的巨大想象。 一、乐播的护城河：全国唯一的连接标准 早在诞生之际，乐播就致力于通过"软件解决方案"，实现所有智能设备的无线互联。 作为中国最早专注于投屏技术的企业之一，乐播科技率先推出了 Lelink（乐联）协议，并将其打造为中国投屏行业的事实标准。目前，Lelink 已深度内嵌于 95% 以上的电视品牌中，合作伙伴覆盖 小米、海信、TCL、长虹、康佳、PPTV、联想、坚果、极米、海尔、索尼、夏普、三星、LG、松下等主 ...