This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.
In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely.
In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point.
Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue.
If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology.
You can find the full GenAI 100 list at )a16z.com/genai100-4)
Timecodes:
00:00: Consumer AI Trends
00:36: The Gen AI 100 List: Methodology and Insights
02:38: Pivotal Moments in AI Development
05:37: Assumptions and Realities in AI
08:49: Emerging Trends and Newcomers
11:53: The Brink List: Near Misses and Future Contenders
16:13: Surprises and Consistencies in AI Adoption
18:31: The Future of AI Applications
19:54: Traffic Trends and User Demographics
20:32: Resurgence and New Use Cases
22:47: Competitors and Market Dynamics
25:30: AI Video Models and Trends
29:23: Mobile vs Desktop Usage
30:34: Revenue Insights and Monetization
34:06: Key Learnings and Final Thoughts
Resources: Find Anish on X: https://x.com/illscience)
Find Olivia on X: https://x.com/omooretweets)
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
