A16z’s Olivia Moore on the state of consumer AI
TechCrunch interviews Andreessen Horowitz partner Olivia Moore regarding the current state and economic challenges of consumer AI. The discussion explores the shift toward enterprise models and the potential for new monetization strategies beyond subscriptions.
Why it matters
Provides expert insight into the financial viability and future trends of the consumer artificial intelligence market.
I wrote this week about the bleak economics of consumer AI – but where some see a crisis, others see an opportunity.
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 . ChatGPT is still the biggest player by a mile, but smaller players like Suno and ElevenLabs are showing real staying power. Even more interesting is what we don’t see, as Moore’s report details half a dozen consumer categories that seem to be completely untouched by AI.
Moore sees a huge opportunity in consumer AI, particularly if the industry can tap into revenue streams beyond just subscriptions and API charges. On a call this week, I talked with her about the unusual economics of consumer AI and why it’s still early days for the category.
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