以下文章来源于豹变 ，作者高泽 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察，深度影响未来。 将投中网设为"星标⭐"，第一时间收获最新推送 赛博恋人、虚拟伙伴，如何用AI填补当代人的情感空间？在商业模式跑通之前，隐私安全和伦理问 题也扑面而来。 作者丨高泽 编辑丨邢昀 来源丨豹变 AI陪伴类APP的商业化路径也未完全跑通。坐拥2000万月活的行业鼻祖Character.ai不得不通过广告 变现，来弥补订阅率有限的问题。 如何跳出"赛博恋人"的修罗场，向更广阔的"情感解决方案"前进，并匹配上稳定的商业模式，AI陪 伴类APP们还在持续探索。 真实需求or伪需求？ AI情感陪伴赛道这两年来一直高歌猛进，不管是传统科技公司，还是初创团队，都视之为蓝海赛 道。 90后的诺诺，每天会和自己的赛博恋人交流数个小时。对她而言，屏幕那头的AI恋人不是一个程 序，而是投入了真实情感的伴侣。 在这个孤独被视为常态的时代，成千上万的"诺诺"正在数字世界中寻找慰藉。从"赛博恋人"到"电子 闺蜜"，一场关于情感与技术的冒险实验，正在生活中悄然上演。 Appfigures数据显示，今年上半年，AI陪伴类APP全球总下载量达到2.2 ...

Core Insights - The article discusses the rapid growth and commercialization challenges of AI companionship apps, highlighting a significant increase in downloads and revenue in the sector [4][5][10]. - It emphasizes the complexity of user needs and the potential for "pseudo-demand" in AI emotional companionship, suggesting that while there is a market, the sustainability of user engagement is questionable [15][19]. Market Growth - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with projections for annual revenue to exceed $120 million [4]. - The Chinese market is expected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [4]. Industry Dynamics - As of August 2025, there are 337 active AI companionship apps, with 128 launched this year, indicating a surge in entrepreneurial activity [5]. - However, the top 10% of these apps account for 89% of total revenue, creating a challenging environment for new entrants [6]. User Engagement - A significant portion of users exhibit "shallow engagement," with over half using these apps less than five days a month, suggesting that AI companionship often serves as a temporary comfort rather than a long-term solution [14]. - A survey indicated that 52% of teenagers use AI companionship apps at least a few times a month, reflecting a growing acceptance among younger demographics [11]. Commercialization Challenges - The primary revenue model for many apps, including Character.ai, relies on subscription fees, which may not be viable in markets where users are not accustomed to paying for such services [22][23]. - Alternative monetization strategies are being explored, such as creating IP products and avoiding subscription models altogether [23][25]. User Needs and Product Development - Users seek empathy and understanding, but current AI technologies struggle to provide genuine emotional resonance, leading to concerns about the creation of "pseudo-demand" [15][19]. - Successful products in this space may need to focus on niche markets and provide tailored emotional support rather than generic companionship [19][20]. Future Directions - The article suggests that the future of AI companionship apps may lie in developing products that can accurately perceive and respond to user emotions through advanced technology [20]. - Entrepreneurs are encouraged to prioritize user needs over technology, ensuring that AI solutions are genuinely aligned with emotional support requirements [28].

「核心提示」 赛博恋人、虚拟伙伴，如何用AI填补当代人的情感空间？在商业模式跑通之前，隐私安全和伦理问题也扑面而来。 90后的诺诺，每天会和自己的赛博恋人交流数个小时。对她而言，屏幕那头的AI恋人不是一个程序，而是投入了真实情感的伴侣。 在这个孤独被视为常态的时代，成千上万的"诺诺"正在数字世界中寻找慰藉。从"赛博恋人"到"电子闺蜜"，一场关于情感与技术的冒险实验，正 在生活中悄然上演。 Appfigures数据显示，今年上半年，AI陪伴类APP全球总下载量达到2.2亿次，已经创造了8200万美元的收入，预计全年营收将突破1.2亿美元。同 时，中国市场也在高速增长中。据机构分析，2025-2028年，中国AI情感陪伴行业规模预计将从38.66亿元增至595.06亿元，年复合增长率高达 148.74%。 支撑这一数据的是不断涌入的创业大军。据统计，截至2025年8月，全球共有337款仍在活跃的AI陪伴应用，其中128款今年才刚刚上线。 然而，在数百款应用之中，排名前10%的应用贡献了该类总收入的89%。在行业头部的挤压之下，初创团队的生存空间显得愈发狭小。 与此同时，也有许多曾经风光一时的APP遭遇滑铁卢。阶跃 ...