The card I drew was sold for 200 "diamonds". Let's talk about the AIChat card game that almost climbed to the top 5 in the United States.
Among AI-related products, “AI chatbots” that accompany users in chats are considered the earliest product form to gain popularity. For example, long before people knew what ChatGPT was, Replika was launched in 2017 to provide users with emotional support through text and video calls. At present, Replika officially announced that its total number of users has exceeded 10 million.
However, “AI companions” also face a common problem, which is serious homogeneity. When it was most popular, there were no less than 5 AI Chatbot models in the Top 100 in the United States. With the end of the official ChatGPT, these products have also passed the era of rapid growth. Take the four most popular AI chat apps in the US market, "Chat with Ask AI", "Genie", "AI Chatbot" and "ChatOn" as examples. The sales of these products basically exceeded one million US dollars in April this year. , the lowest “Genie” is $860,000. However, since the mobile version of "ChatGPT" was launched on May 18, revenue has dropped significantly, with the decline rate exceeding 20%. Among them, the revenue of "Genie", which suffered the largest decline, fell by more than 50%.
Since the launch of the mobile “ChatGPT” on May 18, the revenue of the leading AI chat apps in the US market has declined significantly | Data source: Diandian Data
It can be seen that with the entry of ChatGPT's "self", the profit margins of these products that rely on access to the ChatGPT API to monetize have also been significantly squeezed, and there is a further downward trend. The homogeneity of products has led to increased revenue pressure. AI chat products also need to break away from previous functional ideas and establish new mechanisms and monetization strategies.
Until recently, we saw a relatively interesting chat product "Talkie: Soulful AI (hereinafter referred to as Talkie)" in the US market. The product was officially launched on June 16 this year. Starting from August 27, the ranking of the US Google Play download list has skyrocketed. As of September 7, the US Google Play non-game download list has ranked among the Top 5, and the total download list ranks sixth. (bit data). Although the ranking has dropped slightly since then, as of September 11 (today), it still ranks 19th on the US Google Play non-game list and 23rd on the overall list.
As of September 11, “Talkie” ranked 19th on the Google Play non-game download list in the United States. | Image source: Diandian Data
What’s interesting about it is that this App integrates the AI chatbot and card gameplay, and also introduces market transactions through the UGC mechanism. It tries to add some buffs to the AI chatbot to make users more sticky and find monetization at the same time. Some new ideas have now generated some flow, but not much...
A bit like browsing Tinder, but also like playing AVG word game
Judging from the introduction on the store page of “Talkie”, the first major feature of this product is UGC. Users can easily create their own AI chatbot image and customize their personality and voice.
Creating a robot image requires users to upload sample images. “Talkie” has designed a total of two creation modes: normal and high-fidelity. In normal mode, you only need to upload one image, while in high-fidelity mode, you need to upload 20-40 portrait photos to generate an "Avatar". Users can also add an image description of the robot to enhance accuracy. Afterwards, “Talkie” will directly use AI to generate 2D alternative pictures of the chat robot, and users need to choose one from them to determine the final “look” of the robot.
Users only need to upload at least one sample image (far left) to create an avatar of an AI companion | Image source: Talkie
Afterwards, the user still needs to determine the voice of the AI robot. “Talkie” will directly give multiple timbre samples. Users can add and adjust the ratio of each sample according to their own preferences. The last step is to refine the personality. “Talkie” itself will provide a “style square” containing various personalities, which displays various personality templates and text response examples, and users can freely choose and combine them.
From the image, to the voice and personality, everything can be customized, but it is also a bit semi-automatic, which lowers the threshold for getting started.
After creating the image, the user also needs to determine the voice and personality of the AI companion | Image source: Talkie
After determining the above key indicators, users can create their own AI robots, which will be officially launched and open to all users after being reviewed and confirmed by the platform.
To find an AI robot, users can search directly, or they can swipe the screen left or right on the main interface to select the most suitable candidate among the chatbots randomly pushed by "Talkie". All AIs are created by different users. Swipe left and right to select cards of interest. The process is very similar to Tinder dating and matching. Previously, we have also seen some products that use AI chatbots as cards to make friends. So far, this product has not been very innovative.
By simply swiping the screen left or right, users can browse various AI companions created by creators | Image source: Talkie
The difference of "Talkie" lies in the further "integration" of applications and games, so that a large number of chatbots created by users not only serve as information cards for users to discover and understand, but are also "made into a fuss" by the product team and are naturally introduced. Card concept.
This is another product form that "Talkie" borrows from, the AVG word game. If the user can communicate with the AI robot and unlock a specific topic, "Talkie" will give the user a chance to draw a CG card. Users can select their favorite design from several candidate card faces. According to the author’s observation, all candidate card faces are automatically generated by AI.
After unlocking certain topics with the AI chatbot, users will have the opportunity to draw related cards in Talkie, and the cards themselves can also be put up for sale | Image source: Talkie
The main monetization node of "Talkie" is also placed on the card system. First of all, users can only draw cards for free once a day. After that, if they want to draw cards, they need to spend the in-game currency "Diamonds (Gem)". Drawing a card costs at least 180 diamonds. The drawn cards themselves can also be sold. After users set their own prices, they can be hung on each AI robot's respective CG card store. After review, they can be put on the public shelves. If other users want to buy, they can also use diamonds. Users can also like cards on the store.
Diamonds are the main in-app purchase currency of “Talkie”. The lowest-priced in-app purchase package is US$1.99 for 180 diamonds, and the highest-priced package is US$99.99 for 11,800 diamonds. It can be seen that "Talkie" makes full use of the AIGC function, allowing users to not only create AI robots, but also create their own CG card faces, and build a transaction system around the card faces, which strengthens the interaction between users. , is also trying to build its own "creator economy", hoping to monetize on this basis.
Diamonds are the main in-app purchase item in “Talkie”, with prices ranging from US$1.99 to US$99.99 | Image source: Talkie
However, one of the foundations for the monetization of cards is scarcity, but the card surface styles generated by "Talkie" AIGC are relatively repetitive. According to the author's observation, the differences between many of the cards on the shelves are mainly concentrated in the background and clothing, and the character movements and picture composition are basically the same. Although theoretically the cards drawn by everyone cannot be exactly the same, there is not much difference between them. This makes the author wonder how popular the "card market" of "Talkie" can be.
In the mood to try, the author and my friends put three cards on the card store. The prices of the cards in the store range from about 50 to 500 diamonds. The author priced the two cards in my hand at 200 diamonds. . To the author's surprise, all three cards were successfully sold 1-2 days after being put on the shelves, and one of the cards even received 7 likes. Judging from this, the "Talkie" card market is still relatively active. However, we still believe that just interacting with AI chatbots with different images and personalities in the chat scene, and then collecting cards with that image that is not scarce, although it makes sense, is not very convincing.
If the product wants to go further, it may have to work on its numerical values and functions.
The two cards listed by the author have now been sold | Image source: Talkie
write at the end
Diandian data shows that the developer of “Talkie” is named SUBSUP123. The manufacturer also launched another AI product “Inspo” on June 13 this year. Compared with "Talkie", which uses UGC and cards to attract users, "Inspo" has a much simpler functional design. It mainly connects to the ChatGPT model and uses AI to help users modify articles and programming codes. It is not currently on the list.
Apart from that, there is not much information on SUBSUP123 itself. The investigation shows that SUBSUP123 itself is a company registered in Singapore. Judging from the author's past experience, there is a certain probability that SUBSUP123 will be an overseas manufacturer.
In terms of early publicity, “Takie” pays great attention to user promotion on social media and encourages UGC creation. “Talkie” launched two prize-giving activities on September 1, respectively encouraging users to promote “Talkie” on social media and create more AI chatbots. If a user's shared post on social media has more than a thousand clicks, then every 1,000 clicks can be exchanged for a $5 Amazon e-commerce gift card; if the AI chatbot created by the user matches the theme of the limited-time event "Friday Night Jam" and enters Top 10 in the popularity rankings will also receive a $10 Amazon gift card.
"Talkie" prize promotion event rules | Image source: Talkie
UGC products have always been a good way to grow through social media. If used properly, it can trigger a chain reaction. But looking back at past cases, we can see that rapid growth can be achieved with the help of secondary innovation, or there is a relatively strong relationship chain within the product. You can copy it with people around you, such as the "best friends" in "Egg Boy Party", and it will spread quickly from person to person; or it can be deep enough, like Roblox. Obviously, what "Talkie" gives is not sufficient. Therefore, we can see that the ranking of the product is already declining. It gradually dropped from the top 5 on the non-tourist list to the top 20 position.
But no matter what, compared with all previous AI chatbot products, “Talkie” is already making new attempts to expand the scope of AIGC and to some extent get rid of the fees charged by skin-changing apps. The embarrassment of travel expenses.