YURIOS // LAB
The Codex → Appendices Appendix C

Reading List and References

Consolidated sources

Consolidated; chapter-level inline citations supplement this list.

Foundational papers

  • Vaswani et al., "Attention Is All You Need," 2017.
  • Kaplan et al., "Scaling Laws for Neural Language Models," 2020.
  • Hoffmann et al., "Training Compute-Optimal Large Language Models" (Chinchilla), 2022.
  • Lewis et al., "Retrieval-Augmented Generation for Knowledge-Intensive NLP Tasks," 2020.
  • Hu et al., "LoRA: Low-Rank Adaptation," 2021.
  • Dettmers et al., "QLoRA," 2023.
  • Rafailov et al., "Direct Preference Optimization," 2023.
  • Ethayarajh et al., "KTO: Model Alignment as Prospect Theoretic Optimization," 2024.
  • Hong et al., "ORPO: Monolithic Preference Optimization without Reference Model," 2024.
  • Ouyang et al., "Training Language Models to Follow Instructions with Human Feedback" (InstructGPT / RLHF), 2022.
  • Yao et al., "ReAct: Synergizing Reasoning and Acting," 2022.
  • Liu et al., "Lost in the Middle," 2023 (and follow-ups).
  • Anthropic, "Building Effective Agents," 2024.
  • Anthropic, "Dreaming" announcement, May 2026.

User psychology, parasocial & companion research

The demand-side evidence base — who bonds with fictional/AI characters, why, and to what effect (→ ch. 02 §7, ch. 06).

  • Karhulahti, V.-M. & Välisalo, T., "Fictosexuality, Fictoromance, and Fictophilia: A Qualitative Study of Love and Desire for Fictional Characters," Frontiers in Psychology, 2021. The fictophilic paradox, stigma, and supernormal-stimuli themes. https://www.frontiersin.org/articles/10.3389/fpsyg.2020.575427/full
  • Leshner, C. E., Reysen, S., Plante, C. N., Roberts, S. E. & Gerbasi, K. C., "You would not download a soulmate: Attributes of Fictional Characters That Inspire Intimate Connection," Psychology of Popular Media, 15(1):51–61, 2026. Appearance→sexual, personality+similarity→emotional; male visual skew.
  • Lotun, S., Lamarche, V. M., Matran-Fernandez, A. & Sandstrom, G. M., "People perceive parasocial relationships to be effective at fulfilling emotional needs," Scientific Reports, 14:8185, 2024. https://www.nature.com/articles/s41598-024-58069-9
  • Horton, D. & Wohl, R. R., "Mass Communication and Para-Social Interaction," Psychiatry, 1956. The origin of the term.
  • Derrick, J. L., Gabriel, S. & Hirsch, J. L., social-surrogacy / parasocial buffering work, 2009–.
  • De Freitas, J., Uğuralp, A. K., Uğuralp, Z. & Puntoni, S., "AI Companions Reduce Loneliness," Journal of Consumer Research, 2025 (arXiv:2407.19096). Benefit mediated by feeling heard.
  • Skjuve, M. et al., Replika user studies, 2021–2023. "Feeling heard" as the reported bond mechanism.
  • "INTIMA: A Benchmark for Human-AI Companionship Behavior," arXiv:2508.09998, 2025.
  • "Harmful Traits of AI Companions," arXiv:2511.14972, 2025.
  • Barrett, D., Supernormal Stimuli: How Primal Urges Overran Their Evolutionary Purpose, 2010; Tinbergen, N., The Study of Instinct, 1951; Lorenz, K., Kindchenschema (baby-schema), 1943.
  • Buss, D. M. et al., A Half Century of Mate Preferences (2001) and the 37-culture study (1989); Symons, D., The Evolution of Human Sexuality (1979). The invariant core of mate preference (→ ch. 06).
  • Fiske, S. T. et al., stereotype-content model (warmth × competence); Bowlby & Ainsworth, attachment theory.

Specifications

Practitioner guides

Open-source reference projects

Market analyses (2026)

  • TechBuzz, "AI Companion Apps Hit $120M Revenue Run Rate," 2025.
  • Sacra, "Character.AI revenue, funding & news." https://sacra.com/c/character-ai/
  • Harvard Business School, "Replika AI: Monetizing a Chatbot," 2025.
  • AI Magicx, "The AI Companion Market in 2026," 2026.
  • Companion Guide, "Complete Guide to the AI Companion Market in 2026."

Technical 2026

  • "RAG Architecture for AI Agents," rapidclaw.dev, 2026.
  • "AI Agent Memory 2026: Vector, Graph, Episodic Update," digitalapplied.com, 2026.
  • mem0.ai blog, "The Architecture of Remembrance," 2026.

Books and long-form

  • Sherry Turkle, Alone Together, 2011.
  • Kazuo Ishiguro, Klara and the Sun, 2021.
  • CLAMP, Chobits, manga + anime, 2000–2002.
  • Masamune Shirow / Mamoru Oshii, Ghost in the Shell, manga 1989 / film 1995 / SAC 2002.

In-book cross-references (re-listed for convenience)

  • Market sizing and the strategic call — ch. 04.
  • Monetization and pricing patterns — ch. 39 (Part VII).
  • Legal and regulatory floor — ch. 41.
  • When to use what across the brain stack — ch. 12 (Part III).
  • Character-card spec deep dive — ch. 07.
  • Memory architectures deep dive — ch. 15.
  • Worldbuilding and companion lore — ch. 10.