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
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