Group 1: AI Business Progress - The company has made significant advancements in its AI applications, including the completion of major functionality tests for the "Talking Tom AI Storytelling" product in collaboration with West Lake Xincheng [3] - The overseas team is enhancing the gameplay and personalization of the first AI mobile game, "Talking Ben AI," while collecting data for optimization [3] - The company is developing an AI children's companion robot, with industrial design and embedded systems underway, aiming for prototype testing after functionality improvements [3] 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 [4] - The advancements in general models like GPT-4o will accelerate the development of the company's AI emotional companionship products and reduce R&D costs [5] Group 3: West Lake Xincheng's Large Model - West Lake Xincheng has developed a multi-modal emotional large model that can perceive user emotions and remember past interactions, providing a more personalized service [6] - The company has created various vertical models serving over a hundred B-end clients, including an AI model for the fashion industry that generates clothing designs based on user-selected parameters [6] Group 4: Upcoming Game Products - The company has several new games in the pipeline, including "My Hank Dog: Island" and "Tom Cat Adventure Park," with the former set for overseas testing in November 2023 [7][8] Group 5: AI Team Structure - The company has strategically invested in West Lake Xincheng, establishing a joint venture focused on AI emotional companionship models, supported by a team of over 60 AI professionals [9] - The technical lead for AI robotics has extensive experience in AIoT and has been instrumental in developing the AI children's companion robot [9]
汤姆猫(300459) - 2024年5月16日投资者关系活动记录表