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From “Igniter” to “Screen”: The Harsh Coming-of-Age Ceremony That the AI Toy Industry Is Going Through
Looking back at the rapid development of AI toys over the past two years, the real engine that truly propelled the industry from 0 to 1...
The vacuum after shipment: When AI toys have overcome the hurdle of “can they be made”, they fall short in the aspect of “are they worth keeping”
During this period, I have closely examined a batch of AI toy projects that are currently in the process of being developed. They are n...
The Brain Inside the Shell: When AI Toys Become the “Hosts” of Heterogeneous Thinking
Recently, I spent a lot of time immersed in the ocean of AI toys. At first, I thought I was merely observing the iteration of a new cat...
The Controversy of Emotional Entry Points: When AI Toys No Longer Just Toys, But Become Your First Emotional Response
Recently, reports about several newly launched AI toys have caught my attention. MOMOTOY, Unee, Blinkko, and Ludens - these four produc...
The Story of the Shenzhen Pop Culture Exhibition: When “The Right Thing for Geeks” Loses to “What the Masses Like”
At the bustling pop culture toy exhibition in Shenzhen, I was struck by a strong sense of disconnection. On one side of the exhibition ...
Reverse Creation: Three Hours, From Chaos to Clarity – A “Subtraction Surgery” on AI Toys
In the minds of most people, the birth of an AI toy follows a linear and "engineering-oriented" path: inspiration strikes, sketches are...
Decoding the “black box” of AI toys: Beyond the technological allure, it is only these four variables that determine life and death
In the current AI toy investment circle, a highly ironic phenomenon is unfolding. We witness many ambitious projects: they have top-not...
The paradox of creation: When AI toys are trapped in the binary choice between “intellectual property” and “product”, the true winner lies in “creating life”
"Should we start with creating the IP or the product when making AI toys? This is probably the question I have been asked the most rece...
The knockout stage has arrived: As AI toys shift from being “reasonably priced” to “unprofitable to sell”
In 2025, AI toys were a "anyone could say a few words" industry. In the Huaqiangbei area of Shenzhen, the entrepreneurship park in Hang...
While the product side is still in the process of refinement, the channel side has quietly reaped the first wave of benefits from AI toys
In the current AI toy industry, whether in coffee shops or in the meeting rooms of investment institutions, the same question is repeat...