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# **Sunday Bulletin**
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## **AI Going Global**
**Revenue in the millions per month – A new take on “AI + audio” monetization**
When it comes to “AI + audio” applications, most products rely on **TTS**, AI podcasts, or audiobook narration — transforming text into audio output. But one German company stands out for breaking away from this format and targeting a single human need: **focus**.
**Endel** uses AI to generate **real-time environmental soundscapes**, without human voices or text conversion, designed purely to help users stay focused.
*Monthly revenue for Endel over the past 6 months | Source: Diandian Data*
Within the productivity app market, Endel ranks as a **top performer**.
Whereas popular apps like *Forest* or *Focus Friend* peaked below **USD 500K/month**, Endel consistently earns around **USD 700K/month** — even pushing close to **USD 1M** in March. Sensor Tower data (USD 880K in August) suggest their actual revenue may be even higher.
🔗 [Read more here >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674143&idx=1&sn=9e2db397dfebc6670bf2cd1f1caf2c00&scene=21#wechat_redirect)
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## **USD 700M Annual Revenue & 80% Gross Margin**
**Bending Spoons: The most profitable non-game app factory – built by acquisitions**
**Bending Spoons**, a European powerhouse, follows a single growth mantra: **buy, scale, profit**.
- **Latest Major Deal**: Acquiring Vimeo for **USD 1.38B in cash**, to close in Q4 2025, after which Vimeo will be delisted.
- **Revenue 2024**: USD 700M — **1.5× Meitu’s**
- **Key Portfolio Apps**: *Remini*, *Evernote*, *Splice* — all acquired, not developed in-house.
- **Business Model**: “Hybrid of PE and Google” — CEO Luca Ferrari.
- **Gross Margin**: 77% in 2024; S&P Global predicts 80% this year.
Ferrari emphasises acquisition speed: six deals in 2024 alone, including WeTransfer, Mosaic Group, Hopin, and Komoot (40M+ users).
🔗 [More details here >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674191&idx=1&sn=37a110b25d197db17c9d73c5c2ccc2ca&scene=21#wechat_redirect)
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## **$2M Monthly Revenue – “Listening to God” through AI Chatbot?**
**Bible Chat: Daily Devotional** blends religion and chatbot interactivity:
- Ask AI about **Bible**, faith, relationships, mental health.
- AI trained on **biblical datasets** — aligned with religious values.
- Community & online prayer features enhance user experience.
In September:
- **Bible Chat** revenue: **$2.23M** (Diandian) / **$1.1M** (Sensor Tower)
- Surpassed long-time leader **Hallow** in religious app revenue.
AI in religion is stirring debates about faith-tech integration.
🔗 [Read more >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674201&idx=1&sn=991ecfdc7d779d0ec740f1df9e2c020a&scene=21#wechat_redirect)
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## **AI Image Products Going Global — Year-on-Year Trends**
**Observation Period:** July 2024 – July 2025
**Key Takeaways:**
1. **Traffic Growth:** Avg +2.67M monthly visits/product despite minimal change in entrants (44 → 49 products with 2M+ visits).
2. **Uneven Distribution:** 13 products hover between 2–3M visits.
3. **Leader Impact:** Canva alone seized over half of total incremental visits (ARR $3.3B).
🔗 [Full report >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674205&idx=1&sn=7ca51afc9a6a16d5c3f550fc8cc3a200&scene=21#wechat_redirect)
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## **Live AI Companionship — Japan’s “AI Danshi” Project**
*Source: Real Sound*
**AI Danshi** by Odd Number introduces Kanata, an **AI virtual companion**, across X, Instagram, TikTok, and YouTube (short story videos).
Engagement options:
- Direct chat via **Line** messenger.
- Plans for livestream interaction.
*Kanata chat on X available mid-October | Source: X*
Appeal:
- Combines **AI Tuber** & **AI social** chat.
- Focus on **long-term emotional companionship** without fixed narrative.
- Gained 110K+ views on official X post within 2 weeks.
🔗 [More details here >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674228&idx=1&sn=86b0575e43470c8fec97a45544ac3c79&scene=21#wechat_redirect)
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## **Japanese Market Surge — MAU Nearly Doubles for New AI Social Apps**
**Top Growth Insight — Global AI Socialization Insights #4**
Insights:
1. **Chai** grew MAU against industry decline; **Sweet AI** entered top 10 immediately.
2. **Saylo** in Japan nearly doubled MAU, leading growth chart.
3. Convergence of **AI companion features** and traditional social networking.
🔗 [Read more >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674257&idx=1&sn=e34e279b80b80ff9fe2d6fb536c522a4&scene=21#wechat_redirect)
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## **Gaming Overseas — New Hits in Word & Solitaire Segments**
### **Word Solitaire: Associations**
Entered **Top 2** in U.S. iOS download chart on Sept 29.
*Source: Diandian Data*
🔗 [More game insights >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674135&idx=1&sn=be0f6124ec27b9cbb5925b9d7e0dd9c4&scene=21#wechat_redirect)
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## **Merge Games + Short Drama = Potential $10M+ Monthly Revenue**
### **Match Villains** — Turkish Developer Good Job Games
- Merge-3 gameplay + high-impact cutscenes (car chases, explosions)
- Original IP boost
- Secured **$83M financing**
### **Merge Drama: Puzzle Story**
- Merge-2 gameplay + live-action short drama storytelling
- Aims for high retention via “content memory”
*Merge Drama’s live-action scenes*
🔗 [Details on Merge Drama >>>](https://mp.weixin.qq.com/s?__biz=MzA3NTQ4NjczNw==&mid=2650674184&idx=1&sn=d658a2e85b9ffdbfe32733bd38b1a03a&scene=21#wechat_redirect)
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## **Bottom Line:**
Across AI social, productivity, religion, creative tools, and gaming, the market is **fragmenting into niche segments** — each with strong monetization potential.
Platforms like **[AiToEarn官网](https://aitoearn.ai/)** empower creators and developers to:
- Generate AI content
- Publish across **Douyin, Kwai, WeChat, Bilibili, Xiaohongshu, Facebook, Instagram, LinkedIn, Threads, YouTube, Pinterest, X**
- Track analytics & AI model rankings
🔗 [AiToEarn博客](https://blog.aitoearn.ai) | [AI模型排名](https://rank.aitoearn.ai) | [GitHub](https://github.com/yikart/AiToEarn) | [Docs](https://docs.aitoearn.ai)
