It’ll be a billion dollar business just like Clash of Clans or Candy Crush are. A few whales will account for the vast majority of the spend and the majority of the population won’t even touch it.
It’s still $1B worth of TAM the question would be how spread out that revenue stream would be.
Quite a few Onlyfans “creators” are launching their own “companion bots” and even sexdolls right now.
I suspect the most profitable venture would likely be a middleware for those creators as you would likely need to ground it in reality somewhat to hook in people.
I’m actually surprised that Onlyfans isn’t on top of it as they are directly positioned to launch an adult GenAI service with royalties as they have access to the most relevant training data in terms of photos, videos and most importantly a the chat messages between “creators” and “clients”.
