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- Three Chinese AI companion apps go overseas: Popia, MochiChat, imely
A Xia Guang She piece published via 36Kr surveys the overseas push by Chinese AI social apps: per Appfigures Intelligence, 337 revenue-generating AI social apps were operating worldwide as of July 2025, 128 of them launched in 2025 (about 38%), with 2.2 billion cumulative downloads and $221 million in consumer spending. It profiles three products from Chinese teams launched in 2026: Popia (launched January, US-focused), which turns character creation into a multi-turn AI conversation and has taken in roughly $400,000 in mobile revenue while entering the top 25 of US entertainment grossing charts; MochiChat (April), focused on Southeast Asia with nearly 1.2 million users and about $120,000 in revenue, adding virtual transfers, a social feed and five intimacy levels; and imely (April), which has passed 500,000 users in Vietnam and lets relationships deteriorate via a "negative intimacy" mechanic. The author argues that amid fading traffic dividends, heavy imitation and rising compliance barriers, newcomers can still win by targeting narrower markets and needs.
36氪 人工智能 · 🔥 0
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