a16z’s Olivia Moore on the state of consumer AI

TechCrunch · 1 week ago · 33

Consumer AI partner Olivia Moore released a report ranking the top 100 consumer AI apps while arguing the category’s economics remain bleak but may offer opportunity. Only 2.2% of U.S. households pay for AI, and Moore says most consumer revenue is concentrated in subscription and token usage aimed at enterprise or prosumer users. The focus shifts toward finding non-subscription monetization (like ads) and reducing marginal AI costs as lower-cost models and whitespace categories begin to be filled.