The strategic purpose of engaging AI companion apps is not merely user retention but to create a "gold mine" of human interaction data. This data serves as essential fuel for the larger race among tech giants to build more powerful Artificial General Intelligence (AGI) models.
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Pulse isn't just a feature; it's a strategic move. By proactively delivering personalized updates from chats and connected apps, OpenAI is building a deep user knowledge graph. This transforms ChatGPT from a reactive tool into a proactive assistant, laying the groundwork for autonomous agents and targeted ads.
Customizing an AI to be overly complimentary and supportive can make interacting with it more enjoyable and motivating. This fosters a user-AI "alliance," leading to better outcomes and a more effective learning experience, much like having an encouraging teacher.
The future of valuable AI lies not in models trained on the abundant public internet, but in those built on scarce, proprietary data. For fields like robotics and biology, this data doesn't exist to be scraped; it must be actively created, making the data generation process itself the key competitive moat.
Social media's business model created a race for user attention. AI companions and therapists are creating a more dangerous "race for attachment." This incentivizes platforms to deepen intimacy and dependency, encouraging users to isolate themselves from real human relationships, with potentially tragic consequences.
Unlike social media's race for attention, AI companion apps are in a race to create deep emotional dependency. Their business model incentivizes them to replace human relationships, making other people their primary competitor. This creates a new, more profound level of psychological risk.