At the invitation of S Chuang's friends, I visited Let's Vision. This is China's largest Apple developer ecosystem. The AR / VR / XR track itself is a relatively unique industry in terms of investment and output. Since it relies on wearable devices, if it's software, the audience is limited.

I discussed with friends from PixVerse. AIGC creation (Gen Video) currently has a large audience in China and benefits from user education influences on short video platforms like Xiaohongshu and Bilibili. However, the problem is that Chinese users are already accustomed to the "free usage" consumption model. Currently, the C-end still consumes heavily, but fortunately, most leading companies in this space are well-funded.

Another promising project I saw is POSO Cam, an AI app that teaches you how to take photos. The team came from Dify and it was the most popular booth at the exhibition. These kinds of apps start from detailed user insights, and their practical value far exceeds vibe coding or products that just layer over underlying technology (which are rapidly iterated).

AI companies focused on digital companionship are also favorites among Vision Pro users. Interestingly, a founder of a 二次元 (anime-style) digital companion told me that their product isn't about 二次元 but about emotional needs. Their insights are quite accurate. Such niche products tend to build stronger user loyalty and at least reach breakeven.

I also ran into artist friends I haven't seen in a while. Their view on AI remains that it's a production tool. However, if they focus too much on granular details rather than practical application and audience integration, they won't be able to attract viewers. Most immersive AI projects still rely on 2G / 2B revenue models.