AI角色扮演应用：定价记忆、Web优先与版权风险
AI Roleplay Apps: Korean Playbooks, 18+ Ratings, App Store Bans
直接给出了适合独立开发者的起步切口（垂直题材+Web优先）、核心变现逻辑（卖记忆而非模型）以及关键的避坑指南（版权与App Store风险），动作清晰可执行。
“The reader, reading it, makes it live: a live thing, a story.” – Ursula K. Le Guin
"读者在阅读时，使其活了起来：一个鲜活的事物，一个故事。"——厄休拉·K·勒古恩
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What You’ll Learn
你将学到什么
- How did a roleplay app that’s free to use reach a $120M run-rate?
- How did a Korean story app company grow revenue 15 times in 1 year?
- Which kinds of romance can carry a story app?
- Why are roleplay apps launching on the web first?
- Why do roleplay apps charge for memory?
- How did a 2-founder story app make $349,838 in 1 year?
- Why did Korean webtoon platforms accuse a story app maker of aiding copyright infringement?
- Why did Apple pull some of the biggest roleplay apps from the US App Store in October?
- 一款免费使用的角色扮演应用是如何实现 1.2 亿美元年化收入的？
- 一家韩国故事应用公司如何在 1 年内将收入增长 15 倍？
- 哪些类型的浪漫题材能够支撑故事应用？
- 为什么角色扮演应用优先在网页端上线？
- 为什么角色扮演应用要对“记忆”功能收费？
- 一家由两名创始人创立的故事应用如何在 1 年内赚取 349,838 美元？
- 为什么韩国网络漫画平台指控一家故事应用制造商协助侵犯版权？
- 为什么苹果在 10 月从美国 App Store 下架了一些最大的角色扮演应用？
Why It Matters
为何重要
AI can write a story for one reader.
AI 可以为单个读者创作故事。
Problem
问题
You finish a story you love and you want more of it.
你读完了一个喜爱的故事，并希望继续体验更多内容。
Solution
解决方案
AI roleplay apps keep the story going. You play a character and AI plays everyone else.
AI 角色扮演应用让故事延续下去。你扮演一个角色，AI 扮演其他所有角色。
Players
玩家
AI Roleplay Apps
AI 角色扮演应用
Apps for playing a part in a story.
用于在故事中扮演角色的应用。
- Chai • Character chat paid by subscriptions and ads.
- OOC • Anime story chat built on Korean webnovel plots.
- PolyBuzz • Free character chat with millions of user-made bots.
- Crack • Korean story chat where you play the lead.
- Chai • 通过订阅和广告付费的角色聊天应用。
- OOC • 基于韩国网络小说情节构建的动漫故事聊天应用。
- PolyBuzz • 拥有数百万用户创建机器人的免费角色聊天应用。
- Crack • 让你扮演主角的韩国故事聊天应用。
Predictions
预测
- Roleplay apps will start on the web and add a phone app later. Apple can remove an app from its store but a website stays up.
- Janitor draws 2.5M daily users on the web and shipped its iOS app only in November 2025.
- Emochi reports $45M annual recurring revenue but its original iPhone app is gone from the US App Store.
- Story apps that borrow famous characters will license them or invent new characters. Rights holders have started going after apps that use their characters without a deal.
- Disney is the lead bidder for some of Character.AI’s assets.
- 2 months later Naver Webtoon launched AI stories built on creator-approved webtoons.
- Webtoon platforms including Kakao Entertainment accused Scatter Lab, the maker of Zeta, of aiding copyright infringement in May 2026.
- Paid plans will sell longer memory before a smarter AI model. A character that forgets your name ends the story, so memory is the upgrade a user notices.
- Swerve sells “personas and pinned memories”.
- DreamGen prices its plans by how much of the story the model can hold.
- US story apps will increasingly build on tropes from Korean web novels, like the villainess and the contract marriage. Those stories already got readers to pay in Korea, then in North America.
- Wrtn’s revenue grew 15 times to 47.1B won in Korea first.
- Wrtn says OOC passed 10B won (about $7.2M) a month within 3 months of its North American launch.
- 角色扮演应用将先从网页端起步，随后再推出手机应用。苹果可以将其应用从商店下架，但网站仍可正常运行。
- Janitor 在网页端吸引了每日 250 万用户，其 iOS 应用直到 2025 年 11 月才上线。
- Emochi 报告称年收入经常性收入（ARR）达 4500 万美元，但其原始 iPhone 应用已从美国 App Store 消失。
- 借用知名角色的故事应用会获得授权或创造新角色。版权方已开始追究未经授权使用其角色的应用。
- 迪士尼是 Character.AI 部分资产的首席竞购方。
- 两个月后，Naver Webtoon 推出了基于创作者批准的网络漫画构建的 AI 故事。
- 包括 Kakao Entertainment 在内的 Webtoon 平台于 2026 年 5 月指控 Zeta 的开发商 Scatter Lab 协助侵犯版权。
- 付费计划将在更智能的 AI 模型发布前出售更长的记忆功能。如果角色忘记了你的名字，故事就会结束，因此记忆是用户能感知到的升级点。
- Swerve 销售“人设和固定记忆”。
- DreamGen 根据其模型能容纳的故事量来定价其计划。
- 美国的故事应用将越来越多地借鉴韩国网络小说中的套路，如恶女和契约婚姻。这些故事在韩国已经让读者付费，随后在北美的读者也开始付费。
- Wrtn 的收入首先在韩国增长了 15 倍，达到 471 亿韩元。
- Wrtn 表示，OOC 在其北美上线后的 3 个月内，月收入就突破了 10 亿韩元（约 720 万美元）。
Opportunities
机会
- Launch a story app for one kind of romance, like dark romance or slow burn. Readers search for the kind they want by name, so one kind gives you a ready audience.
- Indie story app Talefy made $18,479 in its last 30 days on 592 subscriptions.
- A 2-founder story app on Flippa shows $349,838 in trailing-year gross from 3,200 paid subscribers, most found through short video.
- Offer indie romance authors a revenue share on an interactive version of their series. Their readers already love the characters, so you start with fans.
- Crack lets creators cash out the rewards they earn from stories readers play.
- Episode already pays its top writers by reads and gems for human-written interactive stories.
- Turn public-domain classics into stories readers step inside. The characters are famous and free to use.
- Character.AI added a Books feature for classic novels that readers can follow or take off script.
- Project Gutenberg offers over 75,000 free ebooks, so you can own one shelf, like Gothic novels.
- Make stories starring the reader for one fandom, like K-drama or anime fans. Fans of one genre want the same kinds of story, so one library serves all of them.
- Moya lets K-drama viewers become the lead and choose how it ends.
- Zeta and Crack, built for Korean webtoon and webnovel fans, each made about $1M a month in early 2026, per Sensor Tower estimates.
- 为某一类浪漫题材开发故事应用，例如暗黑浪漫或慢热型浪漫。读者会通过名称搜索他们想要的类型，因此单一类型就能为你带来现成的受众。
- 独立故事应用 Talefy 在最近 30 天内凭借 592 个订阅收入了 18,479 美元。
- Flippa 上一个由两名创始人运营的故事应用显示，过去一年的总收入为 349,838 美元，来自 3,200 名付费订阅者，其中大部分是通过短视频获得的。
- 向独立浪漫小说作者提供互动版系列的收入分成。他们的读者已经喜爱这些角色，因此你可以从粉丝群体开始起步。
- Crack 允许创作者兑现他们从读者游玩的故事中获得的奖励。
- Episode 已经根据阅读量和水钻数量向其顶级作家支付报酬，用于人类创作的互动故事。
- 将公版经典作品转化为读者可以身临其境的故事。这些角色广为人知且可免费使用。
- Character.AI 为经典小说添加了书籍功能，读者可以跟随剧情或脱离剧本自由探索。
- Project Gutenberg 提供超过 75,000 本免费电子书，因此你可以拥有自己的一个书架，比如哥特式小说。
- 为特定粉丝群体（如韩剧迷或动漫迷）打造以读者为主角的故事情节。同一类型的粉丝偏好相似的故事，因此一个内容库即可满足所有需求。
- Moya 让韩剧观众成为主角，并自主选择故事结局。
- 专为韩国网络漫画和网络小说粉丝打造的 Zeta 和 Crack，据 Sensor Tower 估算，在 2026 年初每月各赚取约 100 万美元。
Who Wins in AI Roleplay Apps
AI 角色扮演应用中的赢家是谁
Indie Builders • A 2-founder app on Flippa shows $349,838 a year.
独立开发者 • Flippa 上的一款由两名创始人开发的应用显示年收入为 349,838 美元。
Creators • The stories readers come back for are the product.
创作者 • 读者反复回看的故事即是产品本身。
Network Builders • Community-made characters draw readers and readers draw creators.
网络构建者 • 社区创作的角色吸引读者，而读者又反过来吸引创作者。
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Risks
风险
- App Store Removal • Keep your paying readers on the web, since PolyBuzz, Chai and Tipsy Chat all left the US App Store in October.
- Copyright Claims • Build on original or licensed worlds, since webtoon platforms accused Scatter Lab of aiding copyright infringement.
- Scene Costs • Price each plan above what its scenes cost, since Wrtn had a 58.8B won operating loss on 47.1B won of revenue in 2025.
- 应用商店下架 • 将付费读者保留在网页端，因为 PolyBuzz、Chai 和 Tipsy Chat 均于 10 月从美国 App Store 撤下。
- 版权索赔 • 基于原创或授权的世界观构建，因为网络漫画平台指控 Scatter Lab 协助侵犯版权。
- 场景成本 • 定价应高于其场景成本，因为 Wrtn 在 2025 年 471 亿韩元收入中出现了 588 亿韩元的营业亏损。
Key Lessons
关键经验教训
- AI makes stories endless, so charge for memory. Readers pay for a story that remembers them.
- Sell a new format to people already paying for the last one. Romance readers paid for chapters, then for short drama episodes. Now they pay for AI stories.
- AI 使故事变得无限延伸，因此应对“记忆”功能收费。读者愿意为能记住他们的故事付费。
- 向已为上一代产品付费的人群销售新格式。言情读者曾为章节付费，随后为短剧剧集付费，现在他们则为 AI 故事付费。
Hot Takes
热门观点
- Bestseller lists will matter less. The stories people spend the most hours in will each have one reader.
- Fanfiction just got a business model. Readers who wrote themselves into stories for free now pay apps to do it.
- 畅销书榜单的重要性将降低。人们花费时间最多的每部故事，都将拥有唯一的专属读者。
- 同人小说终于有了商业模式。过去免费将自己写入故事的读者，现在需付费给应用来实现这一体验。
Haters
反对声音
“ChatGPT will write me a story for free. Why would anyone pay an app?”
“ChatGPT 会免费为我写故事。为什么还有人愿意为应用付费？”
Emochi reports $45M annual recurring revenue, so readers already pay. Sell a library of worlds other readers built and a story that keeps its characters straight.
Emochi 报告称其年度经常性收入（ARR）达 4500 万美元，说明读者确实已经付费。你可以销售其他读者构建的世界库，以及能保持角色设定一致性的故事。
“Romance readers hate AI.”
“言情读者讨厌 AI。”
Some do. Janitor’s audience is mostly women and they come for scenes an AI writes. Say up front that AI writes your scenes, since readers turn on authors who hide it.
部分人确实如此。Janitor 的用户群主要为女性，她们是为了 AI 撰写的场景而来。应 upfront 声明场景由 AI 撰写，因为读者会对隐瞒此点的作者感到反感。
“Character.AI was the biggest AI character company and it just went bankrupt.”
“Character.AI 曾是最大的 AI 角色公司，如今却申请了破产。”
Character.AI filed for Chapter 11 while Scatter Lab, which makes Zeta, has been profitable since late 2024 on ads and its own language model. Keep your cost per scene low.
Character.AI 已提交 Chapter 11 破产保护申请，而制作 Zeta 的 Scatter Lab 自 2024 年底以来通过广告和自有语言模型实现了盈利。保持每场景的成本低廉。
“Apple keeps pulling roleplay apps.”
“苹果持续下架角色扮演类应用。”
Treat the App Store as one of several places to sell. PolyBuzz left the US App Store on October 15. Tipsy Chat and Chai followed around October 22. Chai also sells on Android, the web and through ads.
将 App Store 视为多个销售渠道之一。PolyBuzz 于 10 月 15 日撤出美国 App Store。Tipsy Chat 和 Chai 随后在 10 月 22 日前后跟进。Chai 还在 Android、网页端以及通过广告进行销售。
Links
链接
- Chai’s Founder on Shipping 100 Models a Week • How a small team runs a character chat app.
- Serial Fiction for the Digital Age • The same reader, paying by the chapter.
- ReelShort Teardown: $785M a Year • The same reader, paying by the episode.
- Gen Z Picks Zeta: Korean Chatbot Overtakes ChatGPT • Why young readers chose a Korean story chat app.
- Scatter Lab on Zeta’s Ad-Funded Model • Ads for free users and a subscription to skip them.
- Chai 创始人谈每周发布 100 个模型 • 一个小团队如何运营角色聊天应用。
- 数字时代的连载小说 • 同一位读者，按章节付费。
- ReelShort 拆解：年收入 7.85 亿美元 • 同一位读者，按剧集付费。
- Z世代选择 Zeta：韩国聊天机器人超越 ChatGPT • 年轻读者为何青睐韩国故事聊天应用。
- Scatter Lab 谈 Zeta 的广告资助模式 • 免费用户观看广告，订阅可跳过广告。
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- ( Pro) How much of Chai’s revenue comes from ads?
- ( Pro) Which chat-fiction app sold text stories to teens for $2.99 a week?
- ( Pro) Which app turns each reader’s choice into a video scene?
- ( Pro) Which startup raised $24M to sell memory to AI apps?
- ( Pro) Which law lets users sue a roleplay app?
- ( Pro) Which company sells selfie age checks to roleplay apps?
- And much more…
- (Pro) Chai 的收入中有多少来自广告？
- (Pro) 哪款聊天小说应用以每周 2.99 美元的价格向青少年出售文字故事？
- (Pro) 哪款应用将每位读者的选择转化为视频场景？
- （Pro）哪家初创公司融资2400万美元，向AI应用出售内存？
- （Pro）哪项法律允许用户起诉角色扮演应用？
- （Pro）哪家公司向角色扮演应用出售自拍年龄验证服务？
- 以及更多内容……
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