Talked with @EdLudlow on Bloomberg this morning about our new @a16z consumer AI report, and what it means for startups 👇 - The "big three" (OpenAI, Google, and Anthropic) dominate revenue and usage now. This is both because they have broad user bases, and they monetize power users very well on extra credits - Thus far, most of consumer AI outside of the LLMs has actually looked more like prosumer AI - creative tools, product building platforms, model routing. Users of these products are high…