We have almost redefined retention for a consumer.

We've been seeing a lot of companies actually get up to tens of millions of dollars of annualized revenue in a very quick manner.

Many of these products are getting floods of users in traffic

like we've never seen before.

The willingness to try and willingness to pay

has been so high for these products that the velocity to get from

nothing to maybe tens of millions of revenue have never been higher.

Consumer AI has been characterized so far by categories where randomness and hallucinations are a feature.

Human connection is important, but maybe it's not the human part that you just need to feel connected.

We have done a ton of recent coverage around consumer AI because

quite frankly the field is moving so quickly. Every day it can feel like the

entire industry is shape shifting so who's really winning here?

Today we bring in A16Z Consumer Partners, Brian Kim, and Olivia Moore to discuss our Gen AI 100

list and what it really takes to stay at the top and withstand the AI tourist phenomena.

So what categories are capturing the attention of consumers?

Are broad or niche models pulling ahead?

Where are these apps actually getting their

distribution? Does paid acquisition make sense? And do network effects exist like

they did in prior cycles? These are all things to think about. But here's a thing.

We're finally at the point in the cycle or we're starting. These are all things to think about, but here's a thing.

We're finally at the point in the cycle where we're starting to get that data, not just

in rankings but other key consumer benchmarks like D7 retention.

...