ThinkingAI (씽킹AI)
Category: AI Agents
Enterprise AI agent platform that evolved from game analytics (ThinkingData) to autonomous business operations, enabling companies to deploy self-hosted AI agents that detect, decide, and act 24/7. ThinkingAI (씽킹AI) was founded in 2015. The company is led by Lyu Chengtong (吕承通). Based in Sunnyvale, California, USA (Global HQ; offices also in Shanghai, Seoul, Tokyo, Singapore, London, Istanbul). Team size: 101-500. Total funding raised: $92.5M. Latest round: Series C. Key investors include Sequoia Capital China (HongShan), GGV Capital, Blue Lake Capital, GSR Ventures, Linear Venture, China Unicom Newwo Fund, FengHou Capital, Ange Capital.
- Founded
- 2015
- Headquarters
- Sunnyvale, California, USA (Global HQ; offices also in Shanghai, Seoul, Tokyo, Singapore, London, Istanbul)
- Team size
- 101-500
- Total funding
- $92.5M
Value proposition
Self-hosted AI agents that autonomously detect revenue-impacting signals, diagnose root causes, and execute fixes — 24/7 without data leaving customer infrastructure. Shift from dashboards/analysis to autonomous execution.
Products and solutions
Agentic Engine (enterprise AI agent platform with autonomous agents for analytics, engagement, A/B testing), ThinkingEngine (big data analytics platform), Thinking Analytics (no-code user behavior analytics), Self-hosted AI agents for revenue monitoring, retention analysis, sentiment analysis, and workflow automation
Unique value
Only enterprise AI agent platform purpose-built for gaming/LiveOps with 10 years of domain expertise, 100+ pre-built skills, full data sovereignty (self-hosted/VPC/on-prem), and sub-second inference — trusted by 1,500+ global companies including Sega and Krafton.
Target customer
Enterprise companies in gaming, e-commerce, and media sectors; LiveOps teams; product and growth teams at mid-to-large enterprises
Industries served
Gaming (primary), E-commerce, Media, Digital Entertainment
Technology advantage
10 years of proprietary game/user behavior data expertise; 8,000+ product integrations; 100+ pre-built AI agent skills; Self-hosted/on-prem deployment for data sovereignty; MCP protocol compliance; Multi-LLM infrastructure strategy (partnership with MiniMax); Real-time sub-second inference
How they differentiate
Differentiated by: (1) 10 years of domain expertise in gaming/LiveOps analytics before pivoting to AI agents; (2) Self-hosted architecture ensuring full data sovereignty; (3) 100+ pre-built industry-specific skills vs generic AI agent platforms; (4) Multi-step reasoning with auditable analysis, not black-box outputs; (5) Built-in A/B testing to verify every action moved the metric; (6) MCP (Model Context Protocol) compliant for ecosystem connectivity
Main competitors
Amplitude (product analytics), Mixpanel (product analytics), GameAnalytics (game-specific analytics), deltaDNA (game analytics/LiveOps)
Key partnerships
MiniMax (strategic partnership for foundation model integration, April 2026), Naver Cloud (AX Lab collaboration)
Notable customers
Sega, Krafton, Habby (Archero, Survivor.io), IGG, Gravity (Ragnarok Online), VIC GAME STUDIOS, SMARTSTUDY (Pinkfong), HelloTalk, 1,500+ total enterprise customers
Major milestones
2015: Founded as ThinkingData (数数科技) in Shanghai, 2018: Launched Thinking Analytics 1.0, 2021: Series B (¥100M) and Series C (¥376M) funding, 2022: Series C+ (¥100M) from GGV, 2023: 1,000+ customers, 2024: 1,200+ customers, 2025: 1,500+ customers, 2026: Rebranded to ThinkingAI, launched Agentic Engine, partnered with MiniMax, hosted AI Trend 2026 conference in Seoul
Growth metrics
1,500+ enterprise customers; 8,000+ product integrations; 20+ countries; 99.9% reliability; 350+ employees
Market positioning
Leading enterprise AI agent platform for gaming and digital entertainment analytics-to-execution, transitioning from being the top game analytics provider (ThinkingData) to an autonomous AI operations platform (ThinkingAI). Positioned as the bridge between data analytics and autonomous business execution.
Geographic focus
Global (HQ in Shanghai with offices in Seoul, Tokyo, San Francisco, London, Istanbul, Dubai, Singapore); strong presence in China, Korea, Japan, and expanding to US/Europe
About Lyu Chengtong (吕承通)
Ex-Tencent (Interactive Entertainment R&D); Computer Science Master's from Shanghai University. Founded ThinkingData in 2015 after leaving Tencent.
Official website: https://thinkingai.io