投资逻辑也在转向。一位投资过多个养老科技项目的基金合伙人说,2020年-2023年,投资人看的是技术壁垒、硬件能力,问的是你的机器人比别人先进在哪,传感器精度多高,算法识别率多少。但2025年开始,投资人更关注用户留存、实际场景,问的是老人真的会用吗？用了会续费吗？子女愿意持续付费吗？从技术导向变成需求导向,这是整个行业投资逻辑的转变。
“Today we are in the application economy. On the phone, you want to make a travel reservation, you go to one application. You want to order an Uber, you go to a second application. You want to order food, you go to a third application, movie tickets etc. The user has to go through that effort.”。电影对此有专业解读
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