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Chatbot speech bubbles
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out of character

Teens are upset that they can’t speak to Character.AI chatbots anymore

The platform has restricted access for those under 18, as concerns around the tech’s impact grow.

Tom Jones

As far as execs at Character.AI are concerned, (role) playtime’s over for under-18s, as they start to ban teens from using the platform’s chatbots this week

The chatbot company, which clocks about 184 million website visits around the world each month — and millions more app sessions — per data from Similarweb, announced at the end of last month that it would be rolling back access to its open-ended chat feature for minors. Users who are under 18 have been limited to daily two-hour open-ended chats since the late October notice, and access started ramping down for most of those in the age range yesterday.

Indeed, a selection of young “power users,” as The Wall Street Journal termed them in a piece on the anguish some under-18 users are experiencing at being separated from the chatbots, are being given a weeks-long grace period where they can still access hour-long open-ended chats with the characters they’ve been interacting with, to “help minimize disruption” to the teen users.

Clearly, AI-generated conversations with popular characters like Yor Forger, “a loving mom who’s definitely not an assassin,” and Itoshi Rin, who “only loves soccer... and you,” have a lot of (mostly younger) users in the site’s full thrall.

Character.ai demographic chart
Sherwood News

Though traffic-tracking site Similarweb doesn’t break out under-18s in its demographics data, the figures it does disclose already show that Character.AI tends to skew a lot younger than more general competitors like ChatGPT.

According to US-specific figures from Similarweb, of the 1.7 million monthly unique web visitors character.ai notched on average from August to October, some 52% were aged between 18 and 24, compared to a 26% share on chatgpt.com.

A lot to talk about

Character.AI’s younger users tend to be way more locked in, too: per the data, they visited 26 times each month on average and spent 18 minutes in a typical session using Character.AI — much higher than ChatGPT users, who visited the OpenAI chatbot 13 times on average across the month, spending around 6 minutes per visit.

Those sorts of numbers, paired with deaths linked to the platform and increasing concerns around the detrimental effects of chatbots on younger minds more generally, were likely factors in the move to pare back teen user access, which — at least according to Character.AI CEO Karandeep Anand — “wasn’t a very hard decision.”

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Musk: Tesla’s Austin Robotaxi fleet to “roughly double” next month, but falls well short of earlier goals

Yesterday, Elon Musk jumped onto a frustrated user’s post on X, who was complaining that they were unable to book a Robotaxi ride in Austin. Musk aimed to reassure the would-be customer that the company was expanding service in the city:

“The Tesla Robotaxi fleet in Austin should roughly double next month,” wrote Musk.

While that sounds impressive, there are reports that Austin only has 29 Robotaxis in service.

But last month, Musk said the Robotaxi goal was to have “probably 500 or more in the greater Austin area,” by the end of the year.

Meanwhile, Google’s Waymo has more than 100 autonomous taxis running in Austin, and 1,000 more in the San Francisco Bay Area.

“The Tesla Robotaxi fleet in Austin should roughly double next month,” wrote Musk.

While that sounds impressive, there are reports that Austin only has 29 Robotaxis in service.

But last month, Musk said the Robotaxi goal was to have “probably 500 or more in the greater Austin area,” by the end of the year.

Meanwhile, Google’s Waymo has more than 100 autonomous taxis running in Austin, and 1,000 more in the San Francisco Bay Area.

tech

Apple to beat Samsung in smartphone shipments for first time in 14 years

Thanks to Apple’s popular iPhone 17, the company is on track to ship more smartphones than rival Samsung for the first time in 14 years, according to a report from CNBC.

Counterpoint Research projects that Apple will ship about 243 million phones to retailers this year, capturing 19.4% of the global market.

Samsung will come in just behind Apple, with 235 million phones shipped, giving it an 18.7% global market share, per the report.

A favorable upgrade cycle, plus an expected lower-cost entry-level iPhone next year, are among the factors expected to keep Apple in the lead for the next few years.

Samsung will come in just behind Apple, with 235 million phones shipped, giving it an 18.7% global market share, per the report.

A favorable upgrade cycle, plus an expected lower-cost entry-level iPhone next year, are among the factors expected to keep Apple in the lead for the next few years.

tech

OpenAI eyes 220 million paid subscribers by 2030, The Information reports

OpenAI is scrambling to figure out how to generate enough steady revenue to turn the expensive AI services it offers into profits, as it spends dizzying sums on the infrastructure needed to scale its business to the expected demand.

It appears that for now, the company's solution comes straight from the old, reliable Big Tech playbook: turn free users into paying subscribers.

According to The Information, OpenAI is projecting that it can ramp up to about 220 million paid subscribers by 2030.

The company currently has about 800 million users, with 35 million of them paying for Plus or Pro subscriptions, at either $20 or $200 per month, per the report. OpenAI thinks that in five years it will have 8.5% of its projected 2.6 billion weekly active users paying for a Plus plan, or about 220 million people, The Information reports.

That would put ChatGPT in the same league as Spotify (281 million subscribers in September 2025), and Netflix (302 million subscribers in December 2024).

According to The Information, OpenAI is projecting that it can ramp up to about 220 million paid subscribers by 2030.

The company currently has about 800 million users, with 35 million of them paying for Plus or Pro subscriptions, at either $20 or $200 per month, per the report. OpenAI thinks that in five years it will have 8.5% of its projected 2.6 billion weekly active users paying for a Plus plan, or about 220 million people, The Information reports.

That would put ChatGPT in the same league as Spotify (281 million subscribers in September 2025), and Netflix (302 million subscribers in December 2024).

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Rani Molla

Bitcoin’s plunge could hurt Tesla’s bottom line

Sometimes bitcoin giveth, but lately it’s been taking away from Tesla.

A new accounting rule that took effect earlier this year requires Tesla to include unrealized gains and losses on its bitcoin holdings in its quarterly results. According to analyst Troy Teslike, Tesla is facing an unrealized loss of more than $300 million in the fourth quarter on its 11,509 bitcoin, thanks to bitcoin’s recent plunge. That would reduce its GAAP earnings per share by about $0.10. If bitcoin plummets further, say to $60,000, that unrealized loss could grow to more than $600 million, with a -$0.19 impact on EPS.

For context, the FactSet analyst consensus for Tesla’s net income in Q4 is penciled in at $1.6 billion with GAAP EPS of $0.37, so additional losses would represent a big earnings headwind. For a company already navigating margin pressure, bitcoin’s volatility adds one more wild card to the mix.

tech
Rani Molla

Elon Musk: We’ve tried to license Tesla’s FSD technology to legacy automakers but “they don’t want it”

Tesla CEO Elon Musk has repeatedly said his company is open to licensing its Full Self-Driving technology to major automakers so that they could potentially make their own fleets drive themselves. Now, Musk is saying that those automakers aren’t interested.

“I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! ” Musk posted on X.

While the post is presumably meant to convey that the auto industry is out of touch and behind the times, it also suggests an anticipated future revenue source for Tesla so far isn’t panning out.

While the post is presumably meant to convey that the auto industry is out of touch and behind the times, it also suggests an anticipated future revenue source for Tesla so far isn’t panning out.

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