The Current State of Consumer AI
About this episode
From the show’s notesa16z Editorial Partner Elena Burger sits down with investing partners Olivia Moore and Josh Elman to unpack the seventh edition of a16z’s Top 100 Consumer AI Apps, including a new dimension this time: what consumers are actually paying for.
The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated at the top. Olivia and Josh discuss why developers, creators, and other power users dominate spending today, and why subscriptions may not be the business model that ultimately brings consumer AI to everyone.
Read the show’s notes in full
They also dig into the rise of personal agents, the different trajectories of ChatGPT, Claude, and Gemini, how ads could reshape AI economics, and the enormous amount of consumer white space still left to build, from shopping and entertainment to social, dating, and marketplaces.
Timestamps:
Resources:
Read the Top 100 Consumer AI Apps, Seventh Edition: a16z.news/p/top-100-consumer-ai…
Follow Olivia Moore:
x.com/omooretweets
Follow Josh Elman:
x.com/joshelman
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