Kakao has set a 2030 revenue target of more than 6 trillion won ($4.3 billion) for its planned KakaoAI business, including roughly 1 trillion won from AI services. Kakao plans to demonstrate several KakaoTalk-based AI agents at its developer conference in October, allowing users to complete services within the messaging app. It is targeting more than 20 million daily active users for AI services and a 50% increase in time spent on KakaoTalk. The business will connect KakaoTalk with advertising, commerce, maps and other services, using Kakao’s large language models alongside outside specialist agents and on-device processing where possible. Kakao’s restructuring plan, approved in August, calls for KakaoAI and KakaoX to become separate companies on Jan. 1, 2027, with KakaoAI expected to relist on the Korea Exchange on Jan. 27. KakaoX will retain investment operations and businesses including fintech, content and mobility, targeting 10 trillion won in 2030 revenue. Its potential growth areas include virtual assets, live entertainment, global fandom platforms, robotaxis, robot trucks and physical AI.