AI圈功能狂卷，付费寥寥，Keep正在试一条新路

TL;DR - Chinese fitness app Keep launched a paid "Super AI Membership" tier on 8/8 National Fitness Day, packaging its self-developed Keepace.ai sports model into an agentic coach that spans pre-, during-, and post-workout. It's a test case for whether vertical-domain AI agents can be priced as a standalone subscription rather than absorbed as a free feature.

• The flagship feature is "AI voice-interactive running": the assistant answers ad-hoc questions mid-run, adjusts guidance from real-time state, and calls tools (e.g., setting a 175 BPM metronome, switching music) — a shift from one-way pace/heart-rate broadcasting to ChatBot-plus-execution. It explicitly refuses out-of-scope requests (e.g., finding fast food).
• Keepace.ai, announced April after Keep's early-2025 "All in AI" declaration, covers course generation, sports Q&A, and data interpretation, with claimed safety hard constraints, science-based answer filtering, and long-term personal data modeling.
• Stated scale/traction: 14B workout records decomposed into 17 label classes and 700+ metrics; by end-2025 the "Kaka" AI coach generated plans for 1.3M+ users, 21M+ voice-companion invocations, 3.5M food image recognitions.
• Framed against Duolingo Max and Cursor as the same pattern — AI moving from cost-saving to feature patch to a chargeable continuous service; Keep hit its first annual profit in 2025 and needs new growth, so conversion/retention/ARPU remain unproven.