Why now

1. We've hit PMF, and we're just getting started

2. Product is natively viral and engaging

Study this we made, or head to aiwaifu.gg

• Plenty of UGC content on the YouTube and Tiktok

• Content here is easy to make since it’s just recording of chat messages

• Natively viral = outsized views to subs/follower ratio

• PMF is there = search the competitors or keywords, the content library is evident (also 500M traffic for this use case, non-exhaustive)

3. People like and spend heavily on anime fantasy-themes

AI Waifu focuses on IMMERSIVE anime and fantasy-based content for story driven, manga/manhwa readers!

According to State of Mobile 2024 by data.ai, top games across years, downloads, and billion dollar spend are anime fantasy themed, e.g., Genshin Impact, Honkai: Star Rail, Uma Musume Derby

4. AI Companionship attracts >500M monthly traffic of attention

• AI Companions have already seen growing demand

  • Replika, >20m lifetime downloads, > $50m in lifetime revenue

  • Character.ai, >330m monthly website visits

  • CarynAI, a “virtual girlfriend” created by influencer Caryn Marjorie, made more than $100,000 the first week, she said. and there’s a waiting list of thousands to gain access.

“We believe we’re on the cusp of a significant societal shift: AI companions will soon become commonplace. And at a16z, we are excited about it.”

5. Companionship requires a new entertainment frontier that is deeply personalised and immersive

• Loneliness is a $B societal problem that often is not directly addressed nor spoken about that could impact Asia's $10 trillion consumer market

• Yet, the desire for companionship, connection, and love fervently grows as we progressively become disconnected

• Digital companionship is a burgeoning demand but falls short with static one-way conversations with chat bots

• AI Waifu creates a new frontier of entertainment that personalises and immerses users