Strategy & BizOps briefing Synthetic data · September 2026

Artificial intimacy, real economics

A 70%-off annual plan, cheaper inference and nine acquisition channels took an AI-companion subscription business from launch to a $22m revenue run-rate in 32 months. The next test is whether those annual subscribers renew.

These numbers are simulated. The dataset models a consumer subscription business in the AI-companion category. Plan structure, token rules and payment methods follow live category pricing observed in September 2026; volumes, retention, costs and outcomes are modelled. No company's reported figures appear here.