a16z’s Olivia Moore on the State of Consumer AI
Andreessen Horowitz partner Olivia Moore says almost all consumer AI is really prosumer AI. We break down her TechCrunch interview and a16z’s seventh Top 100 Gen AI Consumer Apps report: the new spending data, why the top 1% of payers average $903 a month, how subscriptions crowd out ads and transaction fees, what ChatGPT’s ad revenue and Instinct’s volume imply, and which consumer categories AI has still not reached.
