a16z’s Olivia Moore on the state of consumer AI

Olivia Moore of Andreessen Horowitz released a report on the top 100 consumer AI apps, highlighting ChatGPT's dominance and the resilience of smaller players like Suno and ElevenLabs. She notes many consumer AI categories remain untapped and sees potential if revenue models diversify beyond subscriptions and API fees. Moore suggests consumers prefer free AI access supported by ads over paying subscriptions, given the high marginal costs of AI services.