TechTakes

The current version is a demo, so they are making $0 per sale. The SteamDB graph for the demo shows that the daily maximum player count has been around 300 for the past few days, and there are around 1000 followers for the unreleased full version, so I assume that a large fraction of those players are consistent (for now). Unfortunately, I could not find any data about the total number of downloads, and I don't think that information is public.

But setting that aside, every game has a player base that follows a power law. Yes, most players are casual, but the most dedicated players spend a disproportionate amount of time and money. In mobile games, these people are called "whales", and they are the backbone of the business. For example, 50-70% of a mobile game's in-app purchase revenue comes from 1-2% of the players. Even if most players spend a couple hours on the game, the developers must account for the people who will sink a ton of time into it.

The big problem with the AI business model is that this dynamic is now working against them. These whales now cost tons of money. They need to somehow charge these players at least $70/mo, with a crappy novelty game that would barely scrape by for $10 on Steam. Good luck with that.

Looking at the bigger picture, this is why AI subscriptions are not a viable business model. Whatever morsels of profit you might get from your regular users are more than cancelled out by Steve Yegge spending $2.8k/month for $87k/mo worth of tokens. Whatever revenue the AI companies get largely comes from convincing executives of a few rich companies to fork over absurd amounts of money, which produces a massive concentration risk in their revenues.