1) People with rich and deep social networks. People in this category probably have pretty narrow use cases for AI companions -- maybe for things like therapy where the dispassionate attention of a third party is the goal.

2) People whose social networks are not as good, but who have a good shot at forming social connections if they put in the effort. I think this is the group to worry most about. For example, a teenager who withdraws from their peers and spends that time with AI companions may form some warped expectations of how social interaction works.

3) People whose social networks are not as good, and who don't have a good shot at forming social connections. There are, for example, a lot of old people languishing in care homes and hardly talking to anybody. An infinitely patient and available conversation partner seems like it could drastically improve the quality of those lives.