Grindr: AI Native By Design - Building gAI to reimagine user value
AI Summary
Key Insights
- 🤖 AI-Native Transformation: Grindr is evolving into an AI-native company, integrating intelligence into all levels of its infrastructure and systems.
- 🧠 gAI Introduction: Introducing Grindr AI (gAI), a full-stack intelligence solution to capture gay cultural context and behavior patterns.
- 🌐 Global Gayborhood Expansion: Enhancing core features and expanding into new DTC businesses to create a global gayborhood in your pocket.
- ❤️ A-List Product: A-List is the first AI-native product at scale, enhancing connections with intelligent chat summaries and better match prioritization.
- 📈 Competitive Advantage: Leveraging Grindr's distribution, data, and AI to build a unique and sustainable competitive advantage.
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Grindr: AI Native By Design - Building gAI to reimagine user value
- 1. 1 August 7, 2025 © Grindr All rights reserved. AI Native By Design Building gAI to reimagine how Grindr delivers value to users
- 2. This presentation has been prepared by Grindr Inc. (“Grindr,” and together with its subsidiaries, the “Company”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or the Company or any officer, director, employee, agent or advisor of the Company. Information provided in this presentation and the accompanying oral presentation speak only as of the date hereof. Nothing set forth herein should be regarded or relied upon as a representation, warranty or prediction that the Company will achieve or is likely to achieve any particular future result. While the Company is not aware of any misstatements regarding any information in this presentation, neither the Company nor any of its affiliates or representatives makes any representation or warranty, express or implied, as to the accuracy or completeness thereof. Certain information contained herein is based on information released by third party sources. The Company has not independently verified such information. In addition, the Company does not undertake any obligation to update any information or forward-looking statement, or to update the reasons why actual results could differ materially from those anticipated herein, even if new information becomes available in the future. This presentation does not purport to contain all the information or factors that may be required to make a full analysis of the Company. You may access documents the Company has filed with the Securities and Exchange Commission for more complete information about the Company for free by visiting EDGAR on the SEC website at www.sec.gov.This presentation may contain estimates and other statistical data made by independent parties and by the Company about the Company’s industry and user base. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. In addition, projections, assumptions, and estimates of the Company’s future performance and the future performance of the markets in which the Company competes are necessarily subject to a high degree of uncertainty and risk. Forward Looking Statements This presentation contains “forward looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 regarding Grindr’s current views with respect to our industry, operations and future business plans and performance. These forward-looking statements can generally be identified by the use of forward-looking terminology, such as “anticipates,” “approximately,” “believes,” “continues,” “could,” “estimates,” “expects,” “goal,” “intends,” “may,” “outlook,” “plans,” “potential,” “predicts,” “projects,” “seeks,” “should,” “will” or the negative version of these words or other comparable words or phrases, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements include, among others, statements about combining proprietary AI architecture through the Grindr app; our ability to create enduring value through the use of AI; potential product offerings, including related to wellness and fitness, luxury experiences, travel, and networking; expectations for the AI-native strategy; the impact gAI will have on the value of user experiences; expectations on price and cost related to foundational models; our ability to leverage our architecture layer to become an AI-first company; the ability to sustain a competitive advantage through the use of AI; and our ability to keep user data and other sensitive data secure. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are not guarantees of future performance and are subject to risks and uncertainties that may cause actual results to differ materially from our expectations discussed in the forward-looking statements. Many factors could cause actual future events to differ materially from the forward-looking statements in this press release, including but not limited to: (i) our ability to retain existing users and add new users; (ii) the impact of the regulatory environment and complexities with compliance related to such environment, including maintaining compliance with privacy, data protection, and online safety laws and regulations, as well as laws that may apply to our products or services, including new products and services we introduce; (iii) our ability to address privacy concerns and protect systems and infrastructure from cyber-attacks and prevent unauthorized data access; (iv) our ability to identify and consummate strategic transactions including strategic partnerships, acquisitions, or investments in complementary products, services, or technologies, including outside of our core product; and our ability to realize the intended benefit of such transactions; (v) our success in retaining or recruiting directors, officers, key employees, or other key personnel, and our success in managing any changes in such roles; (vi) our ability to respond to general economic conditions; (vii) competition in the dating and social networking products and services industry; (viii) our ability to adapt to changes in technology and user preferences in a timely and cost-effective manner; (ix) our ability to successfully adopt generative AI and machine learning processes and algorithms into our daily operations, including by deploying generative AI and machine learning into our products and services; (x) our dependence on the integrity of third-party systems and infrastructure; (xi) our ability to protect our intellectual property rights from unauthorized use by third parties; (xii) whether the concentration of our stock ownership and voting power limits our stockholders’ ability to influence corporate matters; (xiii) the timing, price and quantity of repurchases of shares of our common stock under our repurchase program, and our ability to fund any such repurchases; and (xiv) the effects of macroeconomic and geopolitical events on our business, such as health epidemics, pandemics, natural disasters, the impacts of changing tariff policies and trade tensions, and wars or other regional conflicts. The foregoing list of factors is not exhaustive. Further information on these and additional risks, uncertainties and other factors that could cause actual outcomes and results to differ materially from those included in or contemplated by the forward-looking statements contained in this press release are included in the section titled “Risk Factors'' included under Part I, Item 1A in our Annual Report on Form 10-K for the year ended December 31, 2024, as amended, and in quarterly reports on Form 10-Q that we file with the Securities and Exchange Commission. Any forward-looking statement speaks only as of the date on which it is made, and you should not place undue reliance on forward-looking statements. Except as required by law, Grindr assumes no obligation, and does not intend, to update or revise forward-looking statements, whether as a result of new information, future events, or otherwise. No Offer or Solicitation This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. Trademarks This presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners. The use or display of third parties’ trademarks, service marks, trade name or products in this presentation is not intended to, and does not imply, a relationship with the Company, or an endorsement of sponsorship by or of the Company. Solely for convenience, the trademarks, service marks and trade names referred to in this presentation may appear with the ®, TM or SM symbols, but such references are not intended to indicate, in any way, that the Company will not assert, to the fullest extent under applicable law, their rights or the right of the applicable licensor to these trademarks, service marks and trade names. LEGAL DISCLOSURE
- 3. Grindr is becoming a global super app for gay & bi men Enhancing & expanding Core use case with AI, while creating new DTC businesses as we build the Global Gayborhood in Your PocketTM Core Business Connecting gay and bi men for hookups, dates, long-term relationships, friendships – and making it even better. We're not just fixing infrastructure or adding features – we're building innovative new products that give users new value and they. Fully integrated native AI We are creating enduring value by combining our proprietary AI architectural layer with our unparalleled datasets to create something truly unique. A-List and Discover are just the first examples – we're going to deploy this through the entire app. This user experience will enable a premium service and create sustained value. Gayborhood Expansion Just like our users congregate in physical neighborhoods and frequent the same businesses, we're building a digital neighborhood where they can find products and services they need – e.g., medications; wellness and fitness products; luxury experiences; travel; networking. 2 1 3
- 4. 1. 2024 U.S. Brand Pulse Survey conducted among GBTQ+ adults, February 2024. 2. Approx. For the year ending of December 31, 2024. 3. U.S. data from Statista, U.S. Census Bureau, American Sociological Review. Grindr’s valuable, trendsetting user base creates unmatched reach and engagement 87% Brand Awareness Our Reach1 Our Engagement2 Our User Base3 190+ Countries and territories we’re in 130B+ Chats sent 2.5B+ Album shares $128k Median HH income for male-male couples (vs. $75K for all households) 50% More likely to have 500M+ earned a MD, JD or PhD Locations shared 4
- 5. To us, AI-native means rebuilding product, architecture, and operations with intelligence embedded at every layer — not bolted on as a feature
- 6. Introducing Grindr AI (gAI, pronounced ‘Gay I’) We’re building a full-stack foundation, gAI, made up of 3 layers: A model layer, comprised of our own custom models and the best third-party foundation models; An architecture layer, where we leverage Grindr’s rich behavioral, conversational, and male imagery data to evaluate, combine, and enhance all of our models – generating novel insights and powerful capabilities for gay-specific contexts and needs; and An application layer, which synthesizes these capabilities into valuable, differentiated user experiences. Application layer (specific functions or domain products) Architecture layer (technologies enabling deployment of AI and incumbents with large datasets, distribution, network integrations) Foundational Models (e.g., OpenAI, Anthropic) 2 3 1 gAI is not just AI - it’s a proprietary Grindr-native intelligence stack designed to capture gay cultural context, behavior patterns, and intent signals at scale
- 7. ➔ Foundational models (e.g., OpenAI, Grok, Anthropic) are fast becoming a commodity ➔ It is getting cheaper to create and train new models, with competition now shifting to price and distribution ➔ New foundational models are getting better and more advanced, but we believe the advantage will go to those who integrate and apply these models most effectively gAI can drive previously unimaginable user experiences + sustainable competitive advantage
- 8. t ➔ The Application layer includes products that leverage foundational models for specific functions or categories ➔ Ranges from specific functions (e.g., AI agent for software engineering) to specific domains (e.g., AI-powered application for pharmaceutical sales teams – new SaaS) ➔ As foundational models advance, they’re increasingly able to perform many of these same functions directly ➔ However, domain-specific apps still offer key advantages - Incremental value of specialized/proprietary data; - Domain-specific task optimization; and - Lower priority from the big players to chase down in the long tail gAI can drive previously unimaginable user experiences + sustainable competitive advantage
- 9. The architecture layer is the crucial middle layer of GenAI, comprised of two buckets: ➔ Enablers: Companies creating technologies to enable others with data to deploy and integrate their own AI more easily ➔ Incumbents with Advantage: Organizations that already possess large datasets, distribution, network, and talent — positioned to win by deploying in-house models and synthetic agents With Grindr’s network, loyal user base, and massive datasets, Grindr is well positioned to build this architecture layer to become an AI-first company (gAI), creating a sustainable competitive advantage We are layering these capabilities into the live app throughout 2025–2027 gAI can drive previously unimaginable user experiences + sustainable competitive advantage
- 10. Grindr’s distribution, datasets, and competitive advantage are the key ingredients of a winning AI-native strategy
- 11. A-List: Grindr’s first AI-native product at scale is redefining how users connect A-List ➔ A-List uses AI to prioritize high-potential chats, summarize conversations, deliver insights, and guide users back in with intent ➔ This streamlines app navigation, increasing user value, and creating new surface area for long-term monetization ➔ In early testing, A-List has received overwhelmingly positive feedback – users highlight the chat summaries as “incredible” and call them our “best new feature” for accuracy and usefulness ➔ A-List is expected to be a strong proof point of how gAI can turn proprietary data into differentiated experiences that drive value to users and revenue to our business ➔ A-List was rolled out in 2025 with broader monetization expected to start in 2026 Grindr users send over 130 billion chats a year – more than 50 chats per daily user – and A-List transforms that activity into smarter, best-fit priority connections with thoughtful, rich summaries of conversations that have already taken place
- 12. We began development of gAI in 2024, and key capabilities are in production today, with full-scale deployment planned across the app starting in 2026 ➔ We’re building Grindr as an AI-native company from the inside out — with intelligence embedded into every layer of our infrastructure, systems, capabilities, and people ➔ Agentic AI is deeply supporting our engineering team – boosting productivity per workload by up to 10x and contributing up to 20% of shipped code ➔ We’re rapidly training gAI to understand gay life & cultural norms in depth ➔ We’ve implemented a robust privacy framework tailored to the unique sensitivities of our user base ➔ We’re building a world-class talent engine at the intersection of Product, Engineering, and AI – with a deliberate focus on AI-native engineers Operationalizing gAI to drive scale and durable competitive advantage
- 13. Grindr’s advantage ➔ We’re well positioned to execute at the architecture level – we can build a truly unique proprietary AI infrastructure ◆ We own the data-and-model “plumbing” that powers every AI feature: 130 billion chats/year1 ➔ Our distribution and engagement is best-in-class: 14.9M monthly active users spending approx. an hour a day on Grindr ➔ Our architecture continuously evolves as users continue to use the app, and we can continue to build new applications on top of our architecture ◆ For example, applications for Dating (matchmaking, insights, Wingman) could be different from Right Now use cases t The gAI advantage 1. Approx. For the year ending of December 31, 2024.