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投资人开始上B站找AI项目

冯雨晨 2026-06-12 09:46
冯雨晨 2026/06/12 09:46

邦小白快读

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本文核心信息显示,当前AI智能硬件正处于创业投资爆发期,投资人已经改变找项目的传统方式,开始扎堆B站这类年轻人和极客聚集的内容社区寻找优质早期项目,普通读者可获得这些关键信息和参考。

1. AI硬件行业整体态势:2025年以来AI眼镜、AI戒指、陪伴机器人等多类细分AI硬件产品集体井喷,行业预测2026年中国消费级AI硬件市场规模将突破1.27万亿元,到2030年达到2.56万亿元,2026年将进入商业验证年,行业已经开启洗牌。

2. 普通消费者实操参考:B站已经成为AI硬件真实测评和需求讨论的核心阵地,大量UP主会分享真实使用体验,消费者想买AI硬件可以先去B站看深度测评了解产品真实情况,不少消费者已经养成先看B站测评、再去直播间下单的习惯,能降低踩坑概率。

对AI硬件品牌商来说,当前AI智能硬件行业处于爆发增长期,本文能提供品牌营销、产品研发、用户运营层面的多个干货参考。

1. 行业与消费趋势:AI智能硬件是万亿级黄金赛道,全球市场到2030年将突破数万亿美元,中国市场规模也将快速增长,同时2026年是商业验证年,行业已经开启洗牌,产品力不足、缺乏差异化的项目会被淘汰,需要注重核心能力打造。

2. 品牌营销与用户教育:B站非常适合AI硬件做早期用户教育,B站的中长内容生态、弹幕评论互动氛围,支持对高理解成本的AI硬件做深度沟通,还能消解用户的心理门槛,帮助用户完成认知建立。

3. 产品研发参考:品牌可以通过B站用户讨论获取真实的场景需求,调整产品方向和产品线规划,还能通过提前种草提升后续渠道转化效果,已有案例显示B站种草用户后续在直播间下单转化率更高。

当前AI智能硬件是高增长风口赛道,AI硬件领域的卖家可从中把握机会,同时需要注意规避行业风险。

1. 市场机会:AI智能硬件是万亿级增长赛道,AI眼镜、AI穿戴设备、陪伴机器人等多个细分品类都迎来需求井喷,资本关注度极高,头部投资机构都在重金布局,市场需求旺盛,增长空间充足。

2. 早期项目运营机会:卖家可以将B站作为早期项目推广、需求验证的核心阵地,通过和UP主共创、公开开发的模式,低成本获取真实用户反馈,验证市场需求,还能提前积累种子用户,为后续规模化转化打下基础。

3. 风险提示:2026年是AI硬件商业验证年,行业已经开启洗牌,多个缺乏产品力、没有差异化的项目已经出现被叫停、现金流枯竭的问题,卖家不要盲目追风口,需要聚焦产品力打造,找准差异化定位。

AI智能硬件的创业投资爆发,给工厂带来了新的商业机会,也提供了产品开发层面的新启示。

1. 商业机会:AI智能硬件是万亿级赛道,国内外科技巨头都在加速布局,OpenAI将于下半年推出首款AI硬件,Meta计划20026年底前将AI智能眼镜年产能翻倍至2000万副,国内京东也在筹备多款AI智能终端上新,给代工厂带来了大量的订单需求空间。

2. 产品生产设计需求:AI硬件的开发需要贴合真实用户的使用场景,工厂可以配合品牌方,借助B站获取用户真实反馈,调整产品功能和设计方向,匹配用户真实需求,降低开发不符合市场需求产品的风险。

3. 电商与数字化开发启示:工厂可以借鉴公开开发的新模式,通过B站同步产品开发过程,搜集用户反馈,提前测试市场反应,这种Build in Public模式适合早期硬件项目,能有效降低开发成本和风险。

当前AI智能硬件行业处于爆发期,给面向AI硬件领域的服务商带来了很多新机会,行业呈现出清晰的新发展趋势。

1. 行业发展趋势:AI智能硬件早期项目大量涌现,资本和创业者关注度持续升高,越来越多AI硬件品牌和早期创业者,开始选择内容社区做早期需求验证和用户教育,B站已经成为核心阵地,内容营销、UP主合作、用户调研相关的服务需求大幅增长。

2. 客户核心痛点:AI硬件的用户教育门槛远高于传统消费电子,需要消解用户的心理门槛,而且早期AI硬件项目资源有限,缺乏低成本获取真实用户反馈的渠道,传统大规模市场调研成本高、效率低,无法满足早期项目需求。

3. 对应解决方案:服务商可以围绕B站等内容社区,打造针对AI硬件的一体化营销服务,帮品牌对接匹配的UP主开展内容共创,挖掘用户真实需求,完成用户教育,帮助品牌低成本验证产品方向,提升后续转化效果。

AI智能硬件创业投资的爆发,让内容社区成为AI硬件行业重要的需求验证和用户教育阵地,给各类互联网平台带来了很多启示,也明确了新的发展方向。

1. 行业对平台的核心需求:AI硬件早期项目有低成本获取真实用户反馈、完成用户教育、挖掘细分需求场景的需求,同时投资人也需要内容平台寻找早期水下项目,判断项目的市场接受度,这类需求目前还在快速增长。

2. 平台可参考的最新做法:B站凭借极客氛围浓厚、年轻科技用户聚集、支持深度内容讨论的优势,已经成为AI硬件项目的核心检验场,吸引了大量投资人和品牌方入驻布局,形成了正向的生态循环。

3. 运营与风险规避:内容平台可以针对性打造AI硬件内容生态,吸引创作者和项目方入驻,同时要注意行业即将进入洗牌期,需要做好优质项目的筛选引导,规避行业泡沫带来的风险,提升平台在AI硬件领域的核心价值。

当前AI智能硬件行业出现了很多新的产业动向,衍生出新的问题和商业模式,值得研究者深入关注研究。

1. 产业新动向:AI智能硬件迎来创业投资爆发期,一级市场的投资逻辑发生变化,投资人开始改变传统找项目的方式,到B站等内容社区挖掘早期水下项目,通过社区热度判断项目价值,B站也因此成为AI硬件项目早期需求测试、用户教育、产品开发的核心阵地。

2. 行业新问题:当前AI硬件行业普遍存在用户教育难度大的问题,很多技术领先的产品因为无法让用户理解价值、找不到真实需求场景被市场淘汰,同时行业同质化问题凸显,不少项目因为无法做出差异化停止开发,2026年进入商业验证年后,行业分化会进一步加剧。

3. 值得研究的新商业模式:行业诞生了Build in Public的公开开发新模式,内容社区不再只是内容传播渠道,还同时承担了早期项目调研、用户测试、融资对接的功能,成为连接创业者、用户、投资人的新产业枢纽,这种新的产业协作模式有很高的研究价值。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article’s core finding is that AI-powered smart hardware is currently experiencing a boom in venture capital and startup activity. Investors have abandoned traditional project-sourcing methods and are now flocking to content communities popular among young people and tech enthusiasts, such as Bilibili, to source high-quality early-stage projects. General readers can take away the following key takeaways:

1. Overall industry landscape: Since 2025, multiple AI hardware categories including AI glasses, AI rings and companion robots have seen a collective explosion in new product launches. Industry forecasts project China’s consumer AI hardware market will exceed 1.27 trillion yuan in 2026, growing to 2.56 trillion yuan by 2030. 2026 will mark the year of commercial validation for the sector, and industry consolidation has already begun.

2. Practical tips for consumers: Bilibili has emerged as a core hub for authentic AI hardware reviews and demand discussions, where a large number of content creators share real-world usage experience. Consumers researching AI hardware purchases can first check in-depth reviews on Bilibili to understand a product’s true performance. Many consumers have already formed the habit of checking Bilibili reviews before placing orders via live streaming commerce, which significantly reduces the chance of making a bad purchase.

For AI hardware brands, the AI smart hardware industry is currently in a period of explosive growth, and this article offers actionable insights across brand marketing, product R&D and user operations:

1. Industry and consumer trends: AI smart hardware is a trillion-yuan growth market. The global market will exceed trillions of US dollars by 2030, and the Chinese market will also see rapid expansion. At the same time, 2026 is the year of commercial validation, and industry consolidation is already underway: projects with weak product capabilities and no differentiation will be eliminated, so brands must prioritize building core competitive strengths.

2. Brand marketing and user education: Bilibili is ideal for early-stage user education for AI hardware. Its ecosystem of mid-to-long form content and interactive atmosphere from bullet comments enable deep conversations about AI hardware, a product category that requires high consumer understanding. This helps lower user adoption barriers and build consumer knowledge.

3. Product R&D insights: Brands can collect real-world scenario-based demand from user discussions on Bilibili to adjust product direction and product line planning. Early seeding of content on the platform also improves conversion rates in downstream channels; existing cases show that users who first discover a product on Bilibili have higher conversion rates when placing orders via live streaming.

AI-powered smart hardware is currently a high-growth market that offers major opportunities for sellers in the AI hardware space, who should also take note of key industry risks:

1. Market opportunities: AI smart hardware is a trillion-yuan growth track. Multiple sub-categories including AI glasses, AI wearables and companion robots are currently seeing explosive demand growth. The sector is attracting intense capital attention, with top-tier investment firms making large-scale investments. Market demand is strong and the sector offers abundant room for growth.

2. Early-stage operational opportunities: Sellers can use Bilibili as a core hub for early-stage project promotion and demand validation. Through content co-creation with creators and open development practices, sellers can collect authentic user feedback at low cost to validate market demand, and build an early seed user base to lay the foundation for large-scale conversion later.

3. Risk warnings: 2026 is the year of commercial validation for AI hardware, and industry consolidation has already begun. Multiple under-differentiated projects with weak product capabilities have already been halted or run into cash flow shortages. Sellers should not blindly chase the trend, and should instead focus on building product strength and establishing a clear differentiated positioning.

The startup and investment boom in AI-powered smart hardware has created new business opportunities for manufacturing factories, as well as new insights for product development:

1. Business opportunities: AI smart hardware is a trillion-yuan track. Global tech giants are accelerating their布局 in the space: OpenAI will launch its first AI hardware product in the second half of this year, Meta targets doubling annual production capacity of AI smart glasses to 20 million units by the end of 2026, and Chinese e-commerce giant JD.com is preparing to launch multiple new AI smart devices. This has created massive new order potential for contract manufacturers.

2. Product design and manufacturing requirements: AI hardware development must align with real-world user usage scenarios. Factories can partner with brands to collect authentic user feedback via Bilibili, adjust product features and design to match actual user demand, and reduce the risk of developing products that do not fit market needs.

3. Insights for digital e-commerce development: Factories can adopt the new open development model, sharing the product development process on Bilibili to collect user feedback and test market response early. This "Build in Public" model is well suited for early-stage hardware projects, and can effectively cut development costs and risks.

The current boom in the AI smart hardware industry has created many new opportunities for service providers targeting the AI hardware sector, and the industry is showing clear new development trends:

1. Industry development trends: A large number of early-stage AI hardware projects have emerged, and capital and entrepreneur interest continues to rise. A growing number of AI hardware brands and early-stage founders are turning to content communities for early demand validation and user education, and Bilibili has become the core hub for this activity. This has led to a sharp increase in demand for content marketing, creator collaboration and user research services.

2. Core client pain points: User education for AI hardware has a much higher barrier than traditional consumer electronics, and providers need to lower user adoption barriers. Early-stage AI hardware projects also have limited resources, and lack low-cost channels to collect authentic user feedback. Traditional large-scale market research is costly and inefficient, and cannot meet the needs of early-stage projects.

3. Targeted solutions: Service providers can build integrated AI hardware marketing services centered on content communities like Bilibili, helping brands connect with matched creators for content co-creation, uncover authentic user demand, complete user education, enable low-cost validation of product direction, and improve downstream conversion rates.

The boom in AI smart hardware startup and investment activity has established content communities as key hubs for demand validation and user education in the AI hardware industry, offering important insights and clear new development directions for all types of internet platforms:

1. Core industry demand for platforms: Early-stage AI hardware projects need low-cost access to authentic user feedback, user education, and discovery of niche demand scenarios. Meanwhile, investors also rely on content platforms to source underexposed early-stage projects and gauge market acceptance of these projects, and this demand is growing rapidly.

2. Latest best practices for platforms: With its strong tech enthusiast culture, concentrated base of young tech-focused users, and support for in-depth content discussion, Bilibili has become the core testing ground for AI hardware projects, attracting large numbers of investors and brands to establish a presence, and forming a positive ecological cycle.

3. Operations and risk mitigation: Content platforms can build targeted AI hardware content ecosystems to attract creators and projects. At the same time, they should note that the industry is entering a consolidation phase, so they need to curate and guide high-quality projects, mitigate risks from industry bubbles, and strengthen the platform’s core value in the AI hardware space.

The AI smart hardware industry is currently seeing many new industry developments that have given rise to new questions and business models, which merit in-depth research attention:

1. New industry developments: AI smart hardware is currently experiencing a boom in venture capital and startup activity. The investment logic of the primary market has shifted: investors have abandoned traditional project-sourcing approaches to seek out underexposed early-stage projects on content communities like Bilibili, and use community engagement to assess project value. As a result, Bilibili has become a core hub for early-stage demand testing, user education and product development for AI hardware projects.

2. New industry problems: The industry as a whole currently faces the challenge of high user education barriers: many technologically advanced products have failed in the market because they cannot communicate their value to users or identify real demand scenarios. At the same time, industry homogenization is a growing problem, with many undifferentiated projects halting development. After 2026, the year of commercial validation, industry divergence will accelerate further.

3. New business models worth studying: The industry has given rise to the new "Build in Public" open development model. Content communities are no longer just content distribution channels: they also function as platforms for early-stage project research, user testing and funding connection, becoming a new industry hub connecting founders, users and investors. This new industry collaboration model has high research value.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

AI时代,所有硬件都值得重新做一遍”。

这句话2024年听上去也许还有些激进,但2025年来含金量陡增——如我们所见,AI智能硬件创业潮起,融资应接不暇,大洋彼岸的智能戒指Oura Health最新估值已飙至令人惊叹的700亿元。

火爆一幕,席卷着FOMO的投资人。这一次,除了纵览上千封BP邮件,他们出奇一致地把Deal Sourcing目光放到那些极客和年轻人扎堆的内容社区。

背后逻辑也颇为朴素:比起参数表和路演,更早暴露一款消费级AI智能硬件真实需求的,往往是这个产品在公共地带能不能被看懂、被讨论、被质疑。

B站正是这样一个观察阵地。仅2025年,这里AI眼镜、AI录音笔、3D打印机等智能硬件品类的内容指数同比增长率就分别高达1387%、337%和138%。而在这个向来科技Sense浓郁、用户审美严格的社区里,许多AI硬件产品正在提前接受一场来自C端市场的压力测试。

归根结底,所有那些面向大众的科技产品,最终都要去人群里过一遍才行。

AI硬件爆发,投资人争抢水下项目

我们正在经历AI硬件大年。

2025年至今,从穿戴设备这条赛道延伸,AI眼镜、AI玩具、AI录音卡、AI戒指、AI耳机、陪伴机器人、Agent Box等更多细分智能硬件产品集体迎来井喷。

如火如荼中,一些细节足以窥见投资圈的兴奋:2025下半年来,我们频频看到,多家头部机构发出英雄帖招聘AI/智能硬件投资人,JD中几乎都要求base硬件之都深圳。

好项目几乎都得挤破头“三顾茅庐”,尤其是那些还在水下的、估值还不那么高的项目。投资人们甚至开始从还没离职的潜力股下手,例如,大疆旁边的咖啡馆就挤满了“劝人创业”的VC和FA。

与此同时,一种更能即时满足FOMO的Deal Sourcing趋势出现:批量AI智能硬件投资人涌向B站、抖音、小宇宙等渠道——对许多还在认知建立阶段的早期项目,这些拥有巨大流量的内容平台是产品发育的温,也是投资人评判市场接受度和认可度的早期需求测试场。

一位投资人朋友就分享了一则不成文的找项目标准:如果一个AI硬件项目在B站热度和讨论度足够高,大概率这个项目在一级市场的吸引力也会不错。

隐隐地,一些令人惊喜的“Build in Public”项目正在B站发生。

今年1月,B站科技UP主“极趣实验室”通过B站同步硬件产品“AI便利贴”开发视频搜集反馈、做市场调研,首批产品上架4000件,单价199元,秒售罄;同样,UP主“梁不歪KK”今年做了一款龙虾硬件化产品,在观众的云监工下这款产品不断完善,目前已在筹备A轮融资。

更让投资人意外的是,一些现象级项目也主动在B站进行早期传播。

正如全球知名AI纪要硬件Plaud透露,在2025年9月进入中国市场开始布局用户沟通时,B站就是他们一定会选择的传播平台。“B站UP主是Plaud在国内非常重要的首批及种子用户,他们很擅长通过真实工作或生活场景中的具体案例拆解复杂问题,这种中长内容生态能很好地帮助我们进行产品的价值转译。”Plaud方面向投资界如是表示。

同样地,头部AI智能眼镜品牌INMO的CMO吴振告诉投资界:“对于AI硬件这类需要一定理解成本的产品,与用户建立深度沟通至关重要,B站提供了一个适合开展这类沟通的社区环境。”

他以AI眼镜举例,这是一个需要用户花时间去了解“为什么”、去理解技术逻辑和真实体验的产品,而B站的视频时长、弹幕互动和评论区讨论天然支持了这种深度沟通。

交流间,他顺势分享了一个印象深刻的案例——一位UP主分享了佩戴INMO GO3与外商洽谈的全程,设备实时弹出翻译字幕,搭配INMO Speaker复刻音色播报外语。一场交流下来,双方平视顺畅且对话节奏自然。

“这条内容发布后,弹幕和评论区出现了许多技术讨论方向,还有更多用户开始分享自己的类似需求:有人提到自己经常参加跨境展会,有人说起和海外团队远程协作时的沟通障碍,还有人分享了陪同外籍亲友就医、处理涉外事务时翻译工具不够方便的经历。”

“这些反馈不光帮我们拓展了达人素材的方向,也直接影响了我们对产品线的思考。”吴振说道。

不得不感叹,B站几乎是最不缺科技产品真实体验的地方。

回想去年,3D打印机才刚开始火爆,知名科技区UP主“影视飓风”在B站分享了一条使用3D打印机的视频,播放量迅速突破百万。

于是,一场震撼“产品发布会”在这里自发上演:从弗兰奇将军到cosplay道具再到自制电脑机箱、驱逐舰模型,发烧友们纷纷晒出作品,用户参与度高达70%。一时间,评论区直接变成一场大型3D打印作品展+产品安利现场。

发烧友云集,B站成了用户教育圣地

犹记得2024年1月,CES大会。

一款叫做Rabbit R1的橙色小方盒顶着“地球上第一款AI硬件设备”名号掀起科技圈狂潮,市场称其为AI时代的iPhone,一经上线便卖出了10万台。

可旋即而来的并非成功。恰恰相反,此后“实际用起来还不如手机”的质疑声不绝于耳。当时,风头无两的Rabbit R1并未能很好地向用户说明:在当下和未来,Rabbit R1究竟能做什么?创新之下究竟能解决用户什么实际问题?

直到今天,用户教育依然是AI智能硬件最重要的课题——当AI进入消费电子,产品消费逻辑已不仅仅局限在“提升生活效率”上,还包含着“释放个人创造力”、“解放大脑”这些更高维的需求。此时,谁能让用户们在真实场景里理解、讨论、付钱,谁才真正跨过了从技术产品到消费品的门槛。

但这并不容易。在AI眼镜的用户教育上,INMO的CMO吴振向我们直言:这不是简单地传递产品信息,它还需要去消解一个心理门槛,也就是用户得先在脑子里完成一次“试戴”,确认这东西融入日常是自然、不突兀的,才可能走到下一步。

在吴振看来,对AI智能硬件用户进行心理建设的过程,可能比大部分消费电子品类都要长。“当有天用户很自然地戴上AI眼镜出门,不需要提醒自己‘今天要用AI眼镜’,这种行为的改变,可能比很多数据都有说服力。”

所以不难理解,为什么一批投资人和创业者们会涌向B站找答案。

长期以来,B站留给大众的印象相当鲜明:有爱分享的专业技术人士和工程师,也有自学开发者、兴趣创作者、学生,以及大量因表达欲和好奇心而持续尝试新科技的年轻用户。这样的用户画像,天然契合AI智能硬件产品的新消费逻辑。

每一代年轻人们,在浓厚的极客、知识创作氛围和高质量评论互动中,他们在这里可以完成装备选择和知识进阶。而对于AI智能硬件投资人和创业团队,B站自然成了那个低成本验证需求和观察产品反馈的绝佳阵地。

“对早期AI硬件项目而言可能资源较为有限,不一定能持续地进行大规模的市场研究。B站上的深度体验内容通常能够精准触及一批对科技保持敏锐的用户,他们愿意花时间理解产品,也会给出细致、坦诚的反馈。”吴振表示,这些来自真实使用场景的声音,对于AI硬件产品判断需求优先级、调整产品方向,都有很高的参考价值。

他记忆犹新:当时INMO的产品GO3第一次以AI眼镜这个品类出现在李佳琦直播间,他们惊喜发现,直播间里不少下单的用户此前就已经在B站看过GO3的深度测评或体验视频。

“也就是说,这些用户在直播间不是第一次听说GO3,而是带着基本认知而来,进直播间更像是去做最后的确认和下单。”

Plaud同样分享了和UP主共创中的惊喜案例:UP主会结合Plaud的高频场景比如面试、谈判场景等,选用特定音频素材,通过Plaud去聆听、捕捉有效信息再进行转译。这个过程中,UP主不仅会结合真实案例还会采用辩论赛来模拟争论,从而测试Plaud的产品能力在不同场景之下真正的产品输出与专业程度。

不知不觉,B站庞大的创作者生态成了一众AI硬件产品最真实的检验场。

洗牌开始,打响注意力争夺战

狂热登峰时,洗牌正在潜行。

眼下市场已经形成共识,2026年将是AI硬件的商业验证年。这也意味着,追风口的人和狂热的资本也将迎来理性与冷静。

大浪淘沙一幕正在上演:2025年年底,AI可穿戴设备Friend AI Necklace遭遇严重市场抵制后陷入停滞;2024年顶峰一现之后,Rabbit R1在产品力跟不上的负面反馈中退货率畸高,口碑严重下滑,最终陷入欠薪与现金流枯竭的困境。

与此同时,聪明选手们也开始审慎调整和优化决策。2026年2月,市场传出豆包AI眼镜项目暂停,至少在可见的周期内,这条产品线不再被当作一个要跑通的方向;更早前的1月,手机厂商vivo的AI眼镜项目叫停,理由是当下难做差异化。

如此种种,正是行业分化写照。

但不可否认,这条价值万亿的赛道,创业者们依然拥有巨大的确定性机会。据AICC预测,到2030年,全球AI相关硬件市场将轻松突破数万亿美元规模。中国这边,行业预计2026年中国消费级AI硬件(不含手机和汽车)市场规模将突破1.27万亿元,到2030年达到2.56万亿元。

当下退场与入场机会并存,OpenAI刚宣布将在下半年推出首款AI硬件设备,Meta也计划在2026年底前将AI智能眼镜年产能翻倍至2000万副。国内最新一幕,京东的AI台灯、AI炒菜机、AI床垫、AI轮椅等一批AI智能终端正在酝酿上新售卖。

人们依然笃定,AI智能硬件背后的入口之争不会停止,AI时代,依然是用户主权时代。

而对那些身在其中、前赴后继并且想留在牌桌上的人,争抢用户注意力至关重要。正如此刻B站上,AI眼镜、3D打印机、AI录音笔等智能硬件品类的内容指数纷纷呈惊人增长势头,有人已经悄悄将注意力争夺竞赛帷幕拉开。

热浪会推着所有人往前走。但当注意力、产品力和用户认知开始在同一张桌面上交手,终局之争才刚刚开始。

注:文/冯雨晨,文章来源:投资界(公众号ID:pedaily2012),本文为作者独立观点,不代表亿邦动力立场。

文章来源:投资界

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