2026年，为什么资本更青睐“会赚钱”的AI应用？
In 2026, why will capital favor AI applications that can make money?
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Dezain Radar summary
The investment landscape for AI is shifting from a focus on massive user growth to sustainable commercialization and high-quality revenue. Early pioneers like Character.AI and Inflection AI struggled with retention and high compute costs despite large user bases, leading to a new preference for 'steady' companies like SeaArt that demonstrate clear profitability. The industry consensus for 2026 emphasizes high retention and positive gross margins over subsidized user scale.
Why this matters
A shift toward profitability means AI tool developers will focus more on high-value, professional features that users actually pay for, rather than free viral gimmicks. Designers should expect more stable, specialized creative tools but also more rigid subscription or credit-based paywalls as companies prioritize sustainable business models.
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