Olivia Moore

🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇

I don’t think AI is going to replace human doctors But, I do think consumers need to be able to be more informed, opinionated, and proactive about their own care - even just for lifestyle changes AI is actually a very good way to do this

Consumer health is one of the use cases that skeptics think it’s especially dangerous to trust to AI ….but it turns out no human doctor has perfect and immediate recall of all possible diagnoses + remedies And, getting in to see a doctor is hard (and just getting harder)

h/t @illscience for thinking through this with me 😊

A big story that most people are missing in the AI race for the consumer (ChatGPT vs Claude) is ads. Right now, most consumer AI revenue is coming from power users who are willing to pay high cost subscriptions. This currently skews positive for products like Claude - but this will not be the end state. Google makes ~$460/ user/year in the U.S., mostly on ads. Meta makes around ~$250. I would argue ChatGPT’s ad-based ARPUs will be even higher as they will ultimately have deeper / more frequent user engagement. Even at the $460 level - monetizing everyone in the U.S. via ads is $152 billion in annual revenue. By contrast, if you’re able to monetize even 5% of the population on a $200/month subscription (which is a stretch!), that’s only $40 billion 🤔 I suspect this will be even more drastic outside the U.S. where users are even less willing or able to pay directly for subscriptions. And, the earliest data from a very small rollout shows ChatGPT ads are already outperforming Meta in effectiveness - this just gets better over time. TL;DR - I would not count ChatGPT out on consumer AI revenue. Once ads start working, that can quickly become a massive machine.

“Looks AI but isn’t” and “looks real but is AI” are two very distinct concepts that I think won’t exist even a year from now

We are in such an interesting in-between moment in marketing and content AI media is good enough to be publishable, but not good enough to be perfectly undetectable …so, social app comment sections are filled with people fighting about what’s AI or not

@mandrusko1 🫡

@omooretweets Yes but I will talk to you on whatsapp in two hours so we good

Check out the full episode of @BigTechPod here: youtu.be/MS3LTMiSFfU?si…

How can AI application startups compete with the big labs and incumbents? I shared some of our thoughts on this @a16z with @Kantrowitz 👇

OpenClaw will be the most important AI unlock in 2026 - and perhaps beyond It's already the most starred Github project of all time, surpassing React and Linux And perhaps more importantly, it's inspired a generation of founders building agents. More on @BigTechnology 👇

@venturetwins @krea_ai Free Tilly

This is my new favorite way to edit images ✨ If you haven't checked out @krea_ai's mobile app lately, it's worth a look. I find it particularly convenient to draw on an image, prompt my edits, and apply Nano Banana!

Ex. an event invite for an AI voice agent dinner

Image models are just getting better and better, but I've found unless you know how to prompt them, you end up with something that "looks AI" Ex. most Nano Banana generations have very similar fonts / aesthetics This kind of workflow helps you create things that feel unique

The new Gamma Imagine is insanely good at graphic generation 🤯 I gave it a date and a theme for an event and asked for an invite. It came up with three genuinely clever options - and I could edit each with text prompts + easy buttons 👇

There’s consumer use cases here - ex. if an AI understands your food tastes and your friend’s, it can pick a restaurant without back and forth But I could also see this applied in complex contract negotiations that aren’t highly adversarial It could save a lot of $ on lawyers!

We are very close to AI agents negotiating with each other on behalf of their humans. This already exists for scheduling meetings. But there are many other kinds of interactions where preferences, BATNAs, etc. are knowable for both sides…and AI can get a more fair outcome!

Fun conversation with @omooretweets about AI's perception issues and whether it's worth competing with ChatGPT. youtu.be/MS3LTMiSFfU?si…

@thisisgrantlee 🔥 So excited for this!

There's a hidden tax on every knowledge worker in the world, and nobody talks about it: The design tax. You're a strategist, a sales lead, a marketer. You were hired for what you know. But every meeting, every pitch, every proposal expects you to show up with something that looks like a designer made it. I lived this. Before Gamma, I spent time in consulting and investment banking. I spent more hours formatting slides than the analysis that went into them. When my cofounders and I started Gamma, we asked: what if you never had to be a designer in the first place? Five years and nearly 100 million users later, we've refunded billions of hours of the design tax. Today, we're eliminating it for good with our biggest launch ever. Gamma Imagine — a powerful, AI-native visual creation tool directly in Gamma. Posters, logos, infographics, visuals from a single prompt. On brand, every time. AI-Native Templates. Templates were supposed to save you from design work. Instead you spent the time filling them in. So we completely rebuilt the template experience. Modify a whole deck with a single prompt, with your brand and style intact every time. Gamma Connectors. You're already thinking in ChatGPT and Claude. Now Gamma sits inside the most popular work apps in the world. No more context-switching. You were hired for your ideas, not to resize text boxes. Let Gamma pay the design tax.

We @a16z are big believers in consumer AI startups Yes, model cos + incumbents will capture usage. But, AI is a reinvention of all of tech - it's not just one market Just like Google/Microsoft didn't own all of software, OpenAI/Anthropic won't own all of AI. More with @tbpn 👇