[NEW] a16z
@speedrun request for startups:
AI Companions in Cozy Simulations 🎣
AI companions have served as friends and therapists for millions of users already. however, the consumer app that truly unlocks companions for everyone will look more like a cozy game or simulation, rather than a chatbot
cozy games like
@animalcrossing and Stardew Valley have sold >120M units ww, providing community and emotional support for decades. Love and Deepspace, an otome game for character relationship building, grossed >$400M revenue just last year
we want to see a cozy agentic simulation similar to Love & Deepspace where:
- users start playing for fun, but stick around long-term for the real emotional relationships they develop with characters
- combines deep game systems such as relationship progression, mini-games, crafting systems, with well-written characters and the dynamic conversations of a LLM for endless replayability
- cross-platform so characters go wherever you are - keeping you company at work on your PC, on your phone while you commute, and at home on your living room TV after a long day
- multi-modal interactions with text and voice depending on context - the way we naturally talk with another human being
we believe a truly mass-market companion app has yet to be built and there will be many winners across different settings and use-cases
speedrun has already invested in a few teams exploring the broader space:
AI characters
@hedra_labs @IllusionOfLife @Altera_AL @Genova_labs
Cozy games
@loftiadev @TorbieGames @simcluster
Therapy
@VoidpetGame @sunflowersober
if this space is exciting to you, come talk to us about Speedrun!