The AI Opportunity

The AI Opportunity

AI Companions are killing world's loneliness

The new AI wave is one nobody speaking about

Guillermo Flor's avatar
Guillermo Flor
Sep 27, 2025
∙ Paid

Last week Kevin Jiang in LA, an entrepreneur building an AI startup that blew my mind.

He told me he & his cofounder Nelson had grown their startup Azimov, an AI companion to 2.5M ARR in only 6 months

It’s some of the most explosive growth I’ve ever seen. And not only that, the average usage was around 2 hours a day! Completely mindblowing.

I just realised I had overlooked this use case since the growth of GenAI: AI companions

So I decided to get to work and research about what AI Companions are and why they’re the next big wave in AI that nobody is talking about.

In this NL I include:

  1. How the AI Companion Market is growing

  2. Fastest growing startups

  3. What the future looks like

  4. AI Companions vs AI assistants


The AI Opportunity

This is the newsletter that surfaces what’s really happening in the AI market before it hits the front page. Every week you’ll get two things fast:

  1. What’s happening now (and where the money’s headed).

  2. Who’s already building it (so you can invest, partner, or steal their playbook).

Each issue is short enough to read with your morning coffee but dense enough to move your roadmap.

However, most of the content from this newsletter will be only accessible to the paid subscribers.

If you are serious about building or investing in AI, you can subscribe here:

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