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Executives of major manufacturers such as Alibaba and Meituan resigned to start their own businesses and chose the AI ​​toy track

2025-09-19 01:18:15 Toy

Executives of major manufacturers such as Alibaba and Meituan resigned and started their own businesses. Why do they collectively bet on the AI ​​toy track?

Recently, the Internet industry has set off a wave of executives leaving their jobs and starting businesses, and many executives from major manufacturers such as Alibaba and Meituan have chosen AI toys as the new track. This phenomenon has attracted widespread attention. The following are the focus content and structured data analysis that has been hotly discussed across the Internet in the past 10 days.

1. A list of cases of senior executive resignation and entrepreneurship

Executives of major manufacturers such as Alibaba and Meituan resigned to start their own businesses and chose the AI ​​toy track

NameOriginal positionNew ProjectFinancing situation
Zhang WeiVice President of Alibaba Cloud IntelligenceAI education robotAngel Wheel 50 million
Li NaDirector of Meituan Home Business GroupSmart companion toysPre-A round 30 million
Wang QiangSenior Researcher at Tencent AI LabProgramming enlightenment robotSeed Round 20 million

2. Analysis of the reasons why AI toy track is popular

1.Strong market demand: According to iMedia Consulting data, the scale of China's smart toy market will reach 15.2 billion yuan in 2023, and is expected to exceed 30 billion yuan in 2025.

yearsMarket size (billion yuan)growth rate
20219825%
202212527.5%
202315221.6%

2.Moderate technical threshold: AI toys require a certain amount of AI technology accumulation, and unlike tracks such as autonomous driving, it requires huge investment, which is suitable for entrepreneurial teams to enter quickly.

3.High policy support: The Ministry of Education and six other departments jointly issued the "Notice on Promoting the Construction of New Education Infrastructure", which clearly supports the research and development of AI education products.

3. Analysis of industry competition pattern

Business TypeRepresentative of the enterprisemarket shareKey Advantages
Internet factoryTencent, Alibaba35%Technical accumulation
StartupsNew brand25%Product Innovation
Traditional toy dealerAofei Entertainment40%Channel Advantages

4. Expert opinion

1.Zhang Ying, partner of Innovation WorksHe said: "AI toys are one of the best scenarios for the implementation of AI technology. They can not only meet the educational needs of parents, but also bring fun to children."

2.Children's education expert Wang FangIt is believed that: "The key to AI toys lies in the professionalism of educational content, and it is difficult to win market recognition by simply building technology."

5. Future development trends

1.Personalized customization: Personalized learning solutions based on AI algorithms will become the standard configuration.

2.Multimodal interaction: In-depth integration of multi-dimensional interaction methods such as voice, vision, and touch.

3.Strengthening educational attributes: The product will pay more attention to the development of STEAM educational functions.

4.Opportunities to go to sea: The demand for smart toys in emerging markets such as Southeast Asia and the Middle East has grown rapidly.

At present, the AI ​​toy track is on the eve of the outbreak. The collective influx of executives from major manufacturers not only reflects the popularity of the industry, but also indicates that more intense competition is coming. How to achieve breakthroughs in technology, content and business models will become the main challenge facing entrepreneurs.

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