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Chronicles

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Sources: Character.AI rival Talkie, one of the most-downloaded AI apps in the US and made by China's MiniMax, prepares an AI video feature to reignite growth

Many of you may not have heard of Talkie, a competitor to Character.AI in providing personalized artificial intelligence chatbots.

The Information Juro Osawa

Context & Ripple Effects

Talkie had already gained U.S. download traction while offering chats with celebrity-style AI personas, in coverage that also identified its China-based owner as MiniMax Talkie's earlier U.S. download momentum. The reported video effort is therefore a bid to extend a consumer chatbot beyond text interaction rather than a move into an unrelated category.

The competitive baseline has been rising: Character.AI had tested multilingual character calls with millions of users Character.AI's multilingual voice-call rollout, while MiniMax and other Chinese AI startups were expanding consumer apps into the U.S. MiniMax's U.S. expansion.

First-order effects

  • Talkie will need to allocate product and model capacity to an AI-video feature, creating a new engagement surface intended to revive growth in its chatbot app.
  • For MiniMax, the feature gives its U.S.-facing consumer app a more differentiated product narrative against Character.AI, though the report does not establish a launch date or user response.

Second-order effects

  • Character-chat rivals face added pressure to pair conversational personas with richer media formats, rather than treating chat or voice alone as the endpoint.
  • Video generation raises the importance of distribution and retention: an app's existing audience becomes more valuable if new media features can be introduced without acquiring users from scratch.

Third-order effects

  • If persona-chat products increasingly add voice and video, the category may evolve from standalone chatbot utilities toward entertainment platforms built around persistent characters and multiple interaction modes.
  • That shift would make durable differentiation depend less on access to a basic chat interface and more on product integration, audience reach, and the cost of delivering richer interactions.

The trend: Consumer AI companions are converging with generative-media products as apps seek to turn conversational engagement into broader entertainment experiences.