AI Social Retention: How Investors Should Read D1, D7 and D30 Behavior
An investor framework for reading AI social retention through activation, cohort behavior, relationship depth and inference economics.
An investor framework for reading AI social retention through activation, cohort behavior, relationship depth and inference economics.
Why safety, identity governance, age controls and moderation can become core infrastructure—and a business moat—for AI social platforms.
A business framework for creator AI supply: acquisition, onboarding, rights, quality, activation and marketplace defensibility.
How AI personality marketplaces work economically across discovery, fan conversion, creator payouts, generation costs and retention.
A board-level KPI framework for AI social platforms covering activation, retention, payer conversion, creator supply, inference cost and safety.
Twelve due-diligence questions for AI social startups covering retention, inference economics, identity rights, creator supply, safety, distribution and defensibility.
The AI companion market contains distinct jobs: everyday conversation, entertainment, creator access, roleplay and personal development. Each implies different economics.
Creator AI businesses compete on distribution as much as technology. Audience ownership, attribution, onboarding and cross-platform funnels shape durable economics.
Persistent AI personas require identity infrastructure for memory, policy, multimodal consistency, permissions and versioning beyond the foundation model.
A practical framework for AI social unit economics across acquisition, payer conversion, retention, inference cost, creator share and contribution margin.