OpenAI · Andreessen Horowitz · TechCrunch AI
a16z’s Olivia Moore on the state of consumer AI
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The reporter wrote this week about the bleak economics of consumer AI, but where some see a crisis, others see an opportunity.
Key facts
- Olivia Moore covers consumer AI as a partner at Andreessen Horowitz, and on Monday, she released a report on the top 100 consumer AI apps
- The State of Markets report reminded them that 2.2% of U.S. households are paying for AI
- Even ChatGPT now has a Go plan, which is $8 a month, and the reporter is assuming it runs on cheaper models
- Now they're seeing companies like Gamma, ElevenLabs, and Cursor that start as consumer and within 18 months become majority-enterprise businesses
Summary
Olivia Moore covers consumer AI as a partner at Andreessen Horowitz, and on Monday, she released a report on the top 100 consumer AI apps. Moore sees a huge opportunity in consumer AI, particularly if the industry can tap into revenue streams beyond subscriptions and API charges. It’s an interesting moment for a report about consumer AI, since they've seen OpenAI pivot back to enterprise this year. The reporter agree with you that OpenAI has moved back towards the enterprise. But the reporter doesn't blame them, as much as the reporter love consumer, because almost all of the AI revenue thus far has come from subscriptions and then token usage.