The winners in consumer AI will be whoever solves the highlighted sections on this chart 👇 Privacy and trust concerns usually fade as peop...

Who is making money in consumer AI? There's really only one category seeing significant spend (so far!) - prosumer AI The top 1% of U.S. ...

If you’re in line to apologize to Google post-Gemini 4, stay in line. They will get to all of us

Very cool to see the @TakoViz breakdown of the data from our Top 100 consumer AI report! Check it out for an even more interactive look at...

What's "working" in consumer AI? We @a16z pulled the data. There are only seven products that rank in the top 50 globally on web traffic, ...

My ten different AI agents texting me that I’ve received an email

Had a glimpse into the future of media I was searching for a podcast on a niche topic and was delighted to find a 13-episode show Seemed n...

Narrative violation - ChatGPT is gaining share in the consumer AI market Even on a much larger starting base than competitors (more saturat...

How hard is it to build a consumer subscription business? Less than four years in, ChatGPT already ranks in the top 20 globally by number ...

This is your reminder that there are tens of millions of people whose primary experience with AI is Microsoft Copilot We are still so early

How is Anthropic's promise of no ads in Claude playing out? Claude converts users to high cost subscriptions much more aggressively than Ch...

Fun to talk with @jgreze (@TownAI) and Deeni Fathia (@GammaApp) about building a consumer AI business These two teams are best-in-class in...

My agent stack: - @instinct - on-the-go purchases, form fill, local recs - @Muse - mini-apps that require reliable connectors (ex. "track ...

Where can startups win in consumer AI? We @a16z mapped out where we see early winners - search, creative tools, productivity 👇 We're stil...

Talked with @EdLudlow on Bloomberg this morning about our new @a16z consumer AI report, and what it means for startups 👇 - The "big three"...

What's happening in the battle for consumer AI dominance between ChatGPT, Claude, and Gemini? We @a16z pulled the data - on usage across we...

Amazon shutting down consumer agent access (now both Muse and Instinct) is both completely rational and a big mistake They have plausible r...

We @a16z got the data on how consumers are spending on AI...and it's even more of a power law than you think Fewer than 5% of U.S. users ha...

🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150! We added revenue data from @yipitdata to track how consumers are spendi...

AI's greatest accomplishment may be forcing Goodreads to finally add half-star reviews (After 20 years + millions of complaints) It turns...