What You Missed in AI This Week (Google, Apple, ChatGPT)

a16z Podcast

a16z

Science, Innovation, Business, Entrepreneurship, Culture, Disruption, Software Eating The World, Technology

4.4 • 1.1K Ratings

🗓️ 13 June 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Things in consumer AI are moving fast. In this episode, Justine and Olivia, investing partners (and identical twins!) at a16z, break down what’s real, what’s overhyped, and what’s next across the consumer AI space. We cover: Veo 3: how Google's video model unlocked a new genre of content OpenAI’s Advanced Voice Mode: upgrades, realism, and... um, human-like hesitation Apple's big AI announcements (and the Siri letdown) 11Labs V3: expressive voice tags, real-time interruptions, and narrative tools for creators New data from a16z: AI consumer startups are ramping revenue faster than ever—and we show you how Justine walks through how she used GPT, Ideogram, and Krea to launch a fully AI-assisted brand prototype (store photos and all) Plus, we wrap with a tutorial + demo on making your own AI brand - from ideation to visuals to voice. It’s exhausting (in the best way) to be a creative in the age of AI.

Transcript

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0:00.0	AI video completely taking over our social feeds in the span of a week, which is absolutely insane.
0:06.6	V-O-3 was sort of like the chat GPT moment for AI video, where we were suddenly seeing all of these V-O-3
0:14.3	generations blowing up with millions of views. It feels like between this and V-O-3, like a world of possibilities has been opened up for
0:23.6	AI storytelling, especially in video form. Yes, it's an exhausting time for AI creatives. It's great,
0:29.2	but exhausting. The median ARR annualized revenue run rate is now $4.2 million at month 12 for consumer startups. Consumers back.
0:42.0	In today's episode, we have a takeover. Justine and Olivia Moore, twin sisters, creators,
0:47.0	and partners on the A16Z consumer team. They're diving into everything happening in the fast-moving
0:51.8	world of consumer AI, from the explosion of
0:54.2	AI generated video content across your feeds to the tools powering the next wave of
0:58.6	creative startups. You'll hear them demo Google's new V-O-3 video model, break down major
1:04.1	upgrades to voice tools like Chichipit in 11 labs, and walk through how Justine use AI to create
1:09.6	an entire frozen yoga brand, complete with
1:11.9	logo, product shots, and a storefront.
1:14.4	It's a fast piece look at what's new, what's working, and where things are going next for
1:18.3	creators, builders, and consumer AI companies.
1:21.4	Let's get into it.
1:24.6	As a reminder, the content here is for informational purposes only.
1:28.2	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.
1:38.6	Please note that A16Z and its affiliates may also maintain investments in the companies discussed in this podcast.
1:43.8	For more
1:44.2	details, including a link to our investments, please see A16Z.com forward slash disclosures.
1:54.3	I'm Justine. I'm Olivia. And this is our very first edition of this week in Consumer AI. So we are both partners on the investing team here at A16C, and we are also identical twins.
	...

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