Jesse Silver: observation

Transcript context

…I'm curious when you talk to creators or as you think about user retention and things like that, some of these products that are more like the AI boyfriend, AI girlfriend thing is more like maybe a daily interaction, very high frequency versus some other creators might be less engaging. It's more like one time or recurring on a longer timescale. Yeah, yeah, yeah. That's a great question. I think along the lines of how we model it, which may not be the best way of modeling it, yes, you get a lot of daily interaction from the category of users that we think are simply looking for someone to talk to or trying to alleviate loneliness in some way. That's where we're getting multi-thousand turn conversations that go on forever, which is not necessarily the point of our product. The point of our product is really to enrich creators and to do that, you have to sell content or you can monetize the conversation. I think there's definitely something to be said for serving as a broad general statement. Serving women as the end customer is much different than serving men. On fan platforms, I'd say 80% of the customer base is men and something like Character AI, it's much more context driven with the product that we're serving on fan platforms. Month over month churn for a customer subscribing to a fan platform profile is like 50 to 80%. A lot of earnings are driven by people who are seeking this sort of fresh experience and then we take them through an experience. This is sort of an experience that has objectives, win conditions, it's like a game you're playing almost. Once you win, then you tend to want to seek another experience. We do have a lot of repeat customers on the end customer side, the fan side, and something like 10%, which is a surprisingly high number to me, of people will stick around for over a year. I think there's a fair amount of segmentation within this people trying to play game segment. But yeah, I don't know if that addresses your question. Yeah, that makes sense. One of the things that we talked about in our prep call was your need to basically emulate humans as realistically as possible. It's surprising to me that there's this sort of game aspect, which would imply that the other person knows that it's not a human they're talking to. Which is it? Is it surprising for both? Or is there a mode where people are knowingly playing a game? Because you told me that you make more money when someone believes they're talking directly to the creator.…

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