a16z Podcast·
Olivia Moore & Josh Elman on consumer AI's power-user game
Olivia Moore & Josh Elman· Partners, a16z consumer team
In a16z's seventh top-100 consumer AI report, Olivia Moore and Josh Elman show that consumer AI today is a concentrated, subscription-funded power-user market, and argue the next phase broadens it through agents that take action, ad and transaction business models, and products whose moat is accumulated context rather than the model.
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