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[虚拟币交流]
TON大涨逾15％ Telegram将接入Grok面向10亿用户（转）
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社交平台巨头 Telegram 创始人 Pavel Durov 今晚 8:04 在 X 平台宣布，Telegram 已与 Elon Musk 的人工智能公司 xAI 达成为期一年的合作协议，将把聊天机器人 Grok 集成进 Telegram 应用程序，并向其超过 10 亿的用户推广。1 x% k! O; a) D( z) j# p/ {
xAI 支付3亿美元接入Telegram根据协议内容，xAI 将向 Telegram 支付总计 3 亿美元（包含现金和股份）。此外，Telegram 还将从平台内销售的 Grok 订阅中抽取 50% 的收益分成。
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( L* N$ n4 A) y2 B7 y/ H1 Y& pTON 币暴一度涨超 20%这已经是 Telegram 今日公布的第二项重大利好。就在数小时前，Telegram 宣布计划发行至少 15 亿美元的新债券，并已获得 Citadel、BlackRock、Mubadala 等重量级机构的认购承诺。 受消息刺激，TON 代币（The Open Network）在短短 4 小时内一度飙升超过 20%，截稿稍有回落至近15％，报3.5美元。
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MAU用户10 亿 双赢局面投资者对 Telegram 的信心，源自其不断扩大的用户规模以及显著改善的财务表现。根据 Affmaven 与 Resourcera 的数据，截至 2025 年 3 月，Telegram 月活跃用户（MAU）突破 10 亿，同比增长 5.3%；日活跃用户（DAU）达到约 5 亿。过去五年内，MAU 增幅高达 137.5%。 SOAX 的报告也指出，Telegram 的付费订阅用户已突破 1,500 万人，年增长率翻倍，显示平台的变现能力日益成熟。而这些庞大的用户群组，即使转化率只有5％，也足以为Grok带来不错的收益。 在财务方面，Telegram 于 2024 年成功实现扭亏为盈，全年营收达 14 亿美元，利润约为 5.4 亿美元。相比 2023 年的亏损 1.73 亿美元和营收仅 3.42 亿美元，表现大幅跃升。主要营收来源包括广告（2.5 亿美元）和高级订阅服务（2.92 亿美元）。 Telegram 预计 2025 年营收将超过 20 亿美元，利润有望达到 7 亿美元。部分债券资金将用于偿还 2021 年发行、即将于明年 3 月到期的旧债，进一步优化财务结构。
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Grok 入驻 Telegram，感觉这是 AI × 通讯 × Web3 的超级联姻，TON 起飞也不是没理由 |
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