With the rapid progress of science and technology, digital human technology has gradually become the new favorite of the market. However, in the digital human track, enthusiasm and calm coexist, investors began to pull out from the initial frenzy, calmly examining the commercial value and development prospects of this field.
I. Misalignment of market demand and supply
In the field of digital people, there is an obvious mismatch between demand and supply. On the one hand, the market demand is relatively small, especially in the ToC field, and the scene of digital people anchors is not user-friendly. Users want to have a good interaction with the anchor, but the Q&A of digital people is often based on the selection of knowledge base, which makes it difficult to provide novel and interesting answers. This lack of interactivity and innovative content has gradually lowered users’ expectations for digital anchors, creating a “negative cycle”.
On the other hand, on the supply side, a large amount of low-end, inefficient, low-quality and repetitive content is flooding the market. The quality of the content provided by these digitizers/virtualizers is generally low, further reducing user satisfaction and loyalty. This mismatch between supply and demand has plunged the digital person market into a red sea of competition, with vendors facing the pressure of a price war, while the growth rate of market demand is much slower than the rate at which vendors are consuming the stock of demand.
II. Business model and the lack of closed-loop logic
In the field of digital people, the lack of business model and closed-loop logic is a common concern among investors. In the ToC field, it is not easy to “burn” a digital person similar to Hatsune Miku. This is not only a technical problem, but also a test of the enterprise’s entertainment gene and operational capabilities. The current market “Hatsune Miku-like” project has appeared homogenization phenomenon, and offline scene development lack of effective countermeasures. In the To B side, although there are some enterprises trying to use digital people to replace traditional professional roles, such as bank lobby managers, but these projects are often more money or “eat resources”, for the growth of the project investors still have concerns.
In addition, digital people going overseas is also a topic of great concern. However, in the overseas scene, digital people are only a form of foreign trade overseas, the essence of foreign trade competition has not changed because of digital people. Investors believe that in order for digital people to succeed in overseas markets, they need to have an in-depth understanding of local merchant demands and local people’s shopping preferences, which is a huge challenge for many teams.
III. Finding Real Business Value
On the digital person track, investors are beginning to seek real business value. They are no longer confused by new concepts, but focus more on the actual operation of the project and the sustainability of the business model. They want to find Digital People projects that can truly realize cost reduction and efficiency gains, projects that not only improve productivity and service quality, but also reduce operational costs and risks.
In this process, some investors began to focus on projects like JasperAI. Although JasperAI does not belong to the digital people track, it reflects a trend: that is, the use of artificial intelligence technology to provide efficient and convenient services for enterprises. This trend is equally relevant to the digital people space. Investors believe that only digital people projects that can really bring real value to enterprises can gain a foothold and succeed in the market.
IV. Summary and Outlook
To summarize, the digital people track is experiencing a shift from frenzy to calm. Investors are beginning to pull back from the initial frenzy and calmly scrutinize the business value and growth prospects of the field. They want to find digital person projects that can truly realize cost reduction and efficiency and bring real value to enterprises. At the same time, they also call on companies and teams in the industry to pay more attention to technological innovation and business model innovation to cope with the increasingly fierce market competition and changes in user needs.
Looking ahead, with the continuous advancement of technology and the expansion of application scenarios, the field of digital people still has great potential for development. However, it is not easy to succeed in this field, which requires enterprises and teams to have strong technical strength, operational capability and innovation ability. Only in this way can they stand out and succeed in the fierce market competition.
