Character.ai Hits 310M

A discussion about the remarkable growth of Character.ai, an AI companion platform, without spending on marketing.

Sarah Guo explains: "Character.ai has some absurd amount of traffic. The engagement characteristics around this stuff is real. People spend hours with them. When you look at consumer companies, one of the things I learned was that behavior patterns - when something really stands out from all other products in their category, that's when you pay attention.

The thing that's interesting about Character or the companion apps that work really well is people spend hours with them. In terms of the number of products, how many products do you spend hours with every day? Not a lot.

What's interesting about these AI capabilities is they are so novel and unique that they drive word-of-mouth. With Character, you can make new characters and people share them. There's inbuilt virality there. You can't engineer that, but it's just characteristic of these companies."

Sam Parr adds: "According to SimilarWeb, Character.ai has 310 million monthly uniques." To which Shaan notes: "That's more than the Wall Street Journal."

SG

Sarah Guo

Sarah Guo is an American investor. She is the founder and managing partner at the venture capital firm Conviction and formerly a general partner at Greylock Partners.