近日，Sensor Tower 发布《2025 年 AI 应用市场调查报告》，报告中提到，移动端 AI 产品 IAP 收入在 2025 年上半年半年度环比增长率为 100%，但具体 到产品上，全球 IAP 收入 Top10 全部都是 ChatBot，相比于 Web 端的百花齐放，App 端能赚到钱的 AI 原生产品依旧单一。 但如果我们将视角放大，其实在 Chatbot 之外，很多品类借助 AI 实现了收入提升，甚至是数倍的提升。 收入提升效应背后，是大量创业者携 AI 产品入局各个赛道。 本期选题，我们将聚焦分类明确，且此前有过观察的营养与饮食、宗教与灵性、语言学习三个品类，观察 AI 的介入，到底为各个细分赛道的用户增长与 商业化表现带来了哪些变化。（注：由于 Sensor Tower 的部分分类比较模糊，所以本文我们仅选择三个品类，聚焦融入 AI 功能的 Top5 产品，筛选和排 名将依据点点数据的全球双端订阅收入数据，头部产品还会引入 SensorTower 数据做参考，但三方数据平台估算数据与算法和手里拥有的真实数据有关， 仅供参考。为了反映最新变化，且大致和 ST 的 2 个统计时段对齐，我们这篇 ...

Core Viewpoint - The article emphasizes that the key difference between the AI era and the mobile internet era is that leading large model companies pursue general intelligence rather than being limited to specific vertical applications. This shift poses risks for companies that merely build applications on top of existing models without deeper integration [2][3]. Group 1: AI and Education - The education sector is highlighted as a field where the complexity of industry know-how and long-term user data can provide a competitive edge against large model companies [3][11]. - Current large model companies face challenges in unit economics, driving them to seek new monetization paths by extending their capabilities into various scenarios [2][3]. - The article discusses the importance of addressing learning motivation, suggesting that game design principles can enhance student engagement and retention [5][9]. Group 2: Learning Mechanisms - The article outlines several cognitive challenges that affect attention and learning, such as limited resources, cognitive fatigue, and external distractions [6]. - Effective educational materials are designed with a gradual increase in difficulty, which is difficult for large models to replicate due to the nuanced understanding required [8][11]. - Traditional educational methods often lack immediate feedback mechanisms, which can be improved through technology [9][11]. Group 3: AI's Role in Language Learning - AI has the potential to revolutionize language education by providing personalized learning experiences and real-time feedback, which traditional methods struggle to offer [18][22]. - The article suggests that language learning is a "low-hanging fruit" for AI applications, as it can significantly enhance efficiency and effectiveness in teaching [23][26]. - The ability of AI to simulate real-life conversations can help learners overcome barriers in practical language use, addressing the gap between knowledge and application [26][27]. Group 4: Future of Education Companies - The ideal future for education companies involves minimizing the need for extensive service and sales teams by leveraging AI for these functions [34][33]. - AI can provide personalized learning paths and planning, which can build trust with parents and reduce the need for traditional sales tactics [32][33]. - The article concludes that the focus should be on how AI can better solve core user problems rather than merely enhancing existing models [36].

Core Insights - The article discusses the latest AI product rankings and highlights the growth and performance of various AI applications in June 2025, emphasizing the importance of both software and hardware in maximizing AI capabilities [4][10][15]. Global Rankings - ChatGPT remains the top AI application globally with a monthly active user (MAU) count of 655.03 million, showing a growth rate of 5.59% [15][16]. - The top five AI applications by MAU include: 1. ChatGPT: 655.03M MAU, 5.59% growth 2. Quark (Alibaba): 156.18M MAU, 2.51% growth 3. Baidu Cloud: 154.99M MAU, 1.21% growth 4. Douyin's Smart Assistant: 125.94M MAU, 6.50% growth 5. DeepSeek: 94.1M MAU, -6.06% decline [15][16][19]. Subscription Revenue Rankings - The top five AI applications by annualized subscription revenue are: 1. ChatGPT: $1.377 billion, 10.08% growth 2. Suno: $19.76 million, 8.06% growth 3. PLAUD (hardware): $16.96 million, 7.57% growth 4. Claude: $19.10 million, 7.41% growth 5. PolyBuzz: $19.64 million, 4.20% growth [10][12][13]. Domestic Rankings - The domestic AI product rankings show intense competition among the top three applications: Quark, Baidu Cloud, and Douyin's Smart Assistant, all of which are striving for growth [18][19]. - DeepSeek experienced its first negative growth, dropping to 94.1 million MAU, indicating potential challenges in user engagement [18][19]. International Expansion - The top three AI applications in the international market by growth rate are: 1. Cici (ByteDance): 24.01 million MAU, 17.56% growth 2. DreamFace (Tonghuashun): 3.90 million MAU, 7.89% growth 3. Linky (Kunlun Wanwei): 3.75 million MAU, 6.19% growth [21][23]. Event Announcement - The AI Product List will host its 2nd Anniversary Conference on July 17, 2025, in Shenzhen, focusing on the integration of software and hardware in AI development [4][6].

Group 1 - South Korea is a significant market for AI products, showing a strong willingness and ability to pay for AI services despite its relatively small population of over 50 million [1] - ChatGPT has experienced rapid growth in South Korea, with weekly active users increasing by 4.5 times over the past year, making it the second-largest market for paid subscriptions after the United States [1] - Other AI products, such as Gamma, have also seen substantial growth in South Korea, with the CEO noting it as one of the fastest-growing markets in Asia [1] Group 2 - The concept of "Vibe" in marketing focuses on selling feelings rather than products, resonating with users' expectations of outcomes [3] - The success of AI programming tools is linked to their ability to create an engaging experience, often resembling a game, which can lead to addictive behavior among users [2] - The rise of Vibe Marketing highlights the importance of emotional connection in user engagement, with AI products often exceeding user expectations [3] Group 3 - There are risks associated with the Vibe trend, as exemplified by Builder.ai's bankruptcy despite significant funding, indicating potential issues with honesty and transparency in the market [4] - The investment landscape is influenced by FOMO (Fear of Missing Out), leading to investments in companies that may not have solid foundations [4] - A new mental health product has successfully applied gamification similar to Duolingo, generating monthly revenues between $2 million and $4 million without external funding, indicating a strong retention rate [5]

User Metrics - Duolingo's daily active users (DAU) reached 46.6 million, a year-on-year increase of 49% [4] - Monthly active users (MAU) reached 130.2 million, growing by 33% year-on-year [4] - The number of paid users surpassed 10 million for the first time, reaching 10.3 million, with a year-on-year growth of 40% [4] - User engagement improved, with DAU/MAU ratio increasing to 35.8% from 32.1% in the same period last year [4] Financial Performance - Total revenue reached $230.7 million, reflecting a year-on-year growth of 38% [4] - Subscription revenue accounted for 83% of total revenue, amounting to $191 million, with a year-on-year increase of 45% [4] - Advertising and other revenue grew by 11% [4] - Net profit was $35.1 million, a year-on-year increase of 30% [4] AI Integration - Duolingo generated 148 new courses through AI in just one year, a process that would have taken 12 years previously, significantly reducing costs and enhancing efficiency [2] - The company is transitioning to an AI-first model, planning to phase out contract workers for tasks that can be handled by AI [3] - The rise of AI-driven language learning products indicates a growing demand in the language learning sector, with competitors like Speak achieving a valuation of $1 billion and an annual recurring revenue (ARR) of $50 million, growing at 100% year-on-year [3][5] New Course Offerings - Duolingo is set to launch a chess course, capitalizing on the popularity of Chess.com, which has over 200 million users [2] - The introduction of new courses, including math and music, has already attracted millions of daily active users [2]