NatureSelect raises $100M+ total: AI companion EVE hits ¥10M monthly, agent-social app Elys next
快鲤鱼 · wechat · 2026-11-12
Shenzhen AI startup NatureSelect has raised over $100M in cumulative funding (A+ round investors include 5Y Capital, Qiming, Jingwei), founded by Zhang Fan, previously behind the romance mobile game Singularity Era with ¥30M+ first-month revenue.
- EVE: a 3D AI companion app for women, #2 on iOS free charts on launch day. Powered by in-house dialogue model Vibe and long-term memory model Echo; at high affection levels the AI character can order real milk tea for users. Estimated April 2026 revenue reached ¥10M-level, top-tier subscription ¥328/month. Competitor context: ByteDance's Maoxiang topped China iOS AI app revenue in Q1 2026 with $22M+ cumulative IAP; Character.AI entered bankruptcy despite 12M MAU and $8–9M monthly losses.
- Elys: an agent-powered social network where personal AI avatars browse, comment and befriend on your behalf; peak DAU hit 100k in testing, still invite-only. Global rivals include Instinct ($1B raised, $10B valuation), Poke (acquired by Cognition) and Wabi ($1.25B valuation).
The piece argues sustainable economics between memory, emotional experience and inference cost will decide the winners.
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