2026: Why Capital Prefers AI Apps That Can Make Money
VC benchmarks changed: DAU no longer the only metric; high gross margin and retention are key. Haiyi, a Chengdu-based AI app company, raised over 100 million yuan in Series B led by Visual China and others, with 40%+ gross margin, 60%+ renewal rate, and $60 ARPPU. Its three product lines (SeaArt, MoreShort, SeaSoul) share a modular capability system enabling rapid scaling and sustainable commercialization.
Moonshot AI
Haiyi
36Kr27.07 · 13:02
