Tom(SZ:300459)2024-05-15 10:53Group 1: AI Business Development - The company has made significant progress in AI applications, including the development of the "Talking Tom AI" storytelling product in collaboration with West Lake Xincheng, which has completed initial functionality testing [4] - The overseas team is enhancing the gameplay and personalized interaction capabilities of the first AI mobile game, "Talking Ben AI," while continuously collecting data for optimization [4] - The company is developing an AI children's companion robot, with industrial design and embedded systems underway, aiming for prototype testing after functionality completion [4] Group 2: Impact of GPT-4o - GPT-4o integrates text, image, video, and voice processing, enhancing emotional perception and human-like interaction, aligning with the company's focus on emotional companionship in AI products [5] - The advancements in general models like GPT-4o will accelerate the development of the company's AI emotional companionship products while reducing R&D costs [5] Group 3: AI Team Structure - The company has strategically invested in West Lake Xincheng, a domestic AI model developer, and established a joint venture, Hangzhou Tom Cat AI Technology Co., Ltd., to advance AI product development [7] - West Lake Xincheng has over 60 AI professionals, led by a former Google AI researcher, focusing on the development of the "Tom Cat Emotional Companion Model" [7] Group 4: Upcoming Game Products - The company has several new games in the pipeline, including "My Hank Dog: Island," which features semi-open world exploration and has begun testing overseas [8] - Other titles like "Sonic Boom" and "Sonic Run" are also in development, with plans for their launch [9] Group 5: Collaborations with Tech Giants - The company maintains a stable partnership with Google across various domains, including online advertising and cloud services, and is utilizing Google’s Vertex AI for product development [9] - The company has collaborated with Apple for the launch of its core IP titles on the Apple Arcade platform, enhancing user experience on the Vision Pro [10]