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
- Character Card V3 — kwaroran. https://github.com/kwaroran/character-card-spec-v3
- Character Card V2 — malfoyslastname. https://github.com/malfoyslastname/character-card-spec-v2
- SillyTavern World Info docs. https://docs.sillytavern.app/usage/core-concepts/worldinfo/
- Model Context Protocol — Anthropic. https://modelcontextprotocol.io
Practitioner guides
- TavernSprite, "The Complete SillyTavern Character Card Creation Guide." https://tavernsprite.com/blog/sillytavern-character-card-creation-guide/
- meganova, "5 Lorebook Entry Types Every Character Needs." https://blog.meganova.ai/5-lorebook-entry-types-every-character-needs-complete-setup-guide/
- charactercard.com, "SillyTavern Character Card Examples for Beginners." https://charactercard.com/blog/sillytavern-character-card-examples-for-beginners-what-good-cards-actually-include
- AICharacterCards, "What are SillyTavern Character Cards and Where to Get Them." https://aicharactercards.com/sillytavern-guides/what-are-character-cards-and-where-to-get-them/
Open-source reference projects
- AIRI (moeru-ai) — the most important single companion-product reference to study. https://github.com/moeru-ai/airi
- ElizaOS — agent framework with character-first abstractions and out-of-box social-platform connectors. https://github.com/elizaOS/eliza
- ElizaOS character file spec. https://github.com/elizaOS/characterfile
- Soul of Waifu. https://github.com/jofizcd/Soul-of-Waifu
- Open-LLM-VTuber. https://github.com/Open-LLM-VTuber/Open-LLM-VTuber
- Awesome AI VTubers. https://github.com/proj-airi/awesome-ai-vtubers
- Awesome AI Waifu. https://github.com/parallelarc/Awesome-AI-Waifu
- "Eliza: A Web3 friendly AI Agent Operating System." arXiv 2501.06781. https://arxiv.org/html/2501.06781v1
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.