Among today's bunch of signals, the two most interesting themes are the new routines of AI social networking and another turbulence in mobile phone forms. Let's talk about AI social networking first. OOC, a Korean product, packages chat into an RPG game and raved in US$2 million in the United States four months after its launch. This is a bit interesting. In the past, AI social networking was either chatting or role-playing, but OOC directly combined plot generation with interactive novels, making users feel that they were playing games rather than chatting. The logic behind this is that the ceiling of pure chat is too low and users will soon get bored, but gamified interactions are more immersive and addictive. However, the problem is also obvious. This model relies on high-quality real-time content generation, places extremely high requirements on computing power and models, and has high long-term operating costs. Moreover, it remains to be seen whether gamified AI social can really establish in-depth social relationships or whether it is just another type of entertainment consumption. In terms of commercialization, OOC adopts a point-consumption model to avoid user resistance from subscription systems. However, whether this model can continue to be profitable depends on the user's paying propensity and repurchase rate.
Let's talk about the form of mobile phones, Huawei and Apple are both struggling with the form, and this seems like another boring form innovation. Huawei Pura X View claims to be "built for content," and Apple's folding screen will also follow suit. But to be honest, apart from watching videos, what real pain points can the wide screen solve? Now that the mobile phone screen is big enough, no matter how wide it is, it is nothing more than sacrificing the holding experience for a wider display area. In engineering, a wide screen means more complex screen layout and higher yield challenges, which is also a test for the supply chain. For ordinary users, this thing is more like a gimmick. Unless you are a heavy video user, it is difficult to persuade yourself to pay more. Commercially, wide screens may become a selling point for high-end phones, but it is unlikely to be popularized on a large scale, because the market has been almost divided into folding screens and straight plates. In the final analysis, innovation in mobile phone forms has entered a bottleneck period, and every new attempt is like a sense of presence rather than truly solving user needs.
Finally, to make an interesting footnote, Uber was fined 825 million euros in the Netherlands for automatically blocking driver accounts and not informing them clearly. This reflects a general trend: the abuse of AI and automated systems is raising more and more regulatory and legal issues. Uber's system may be efficient, but it lacks transparency and grievance mechanisms, which directly leads to huge fines. This is a warning to all companies that rely on automated decision-making. AI is not everything, and the governance and compliance behind it are equally important. In the future, there will only be more and more similar fines as technology advances, but law and ethics may catch up faster.