Olivia Moore Profile picture
Sep 13, 2023 13 tweets 5 min read Read on X
Generative AI has spawned thousands of new products.

But outside of ChatGPT, what are everyday consumers using? What's growing, and what has flattened?

We crunched the numbers to find the top 50 consumer web products by monthly visits - here's our learnings ⬇️ Image
1/ ChatGPT is the 👑, representing 60% of traffic to the ENTIRE list.

But @character_ai is not far behind, with 21% of ChatGPT's traffic.

The rest of the top 10? Bard, @poe_platform, @TheQuillBot, @photoroom_app, @HelloCivitai, @midjourney, @huggingface, @perplexity_ai Image
2/ Compared to mainstream consumer products, even the biggest GenAI products are still fairly small.

Combining Web + app traffic, ChatGPT is around the same scale as Reddit, LinkedIn, and Twitch.

But it's still far below the “giants” (WhatsApp, YouTube, Facebook, etc.). Image
3/ However, it's worth remembering that most GenAI products are very new - they have time to catch up!

Of the top 50 products, 80% didn't exist a year ago.

Nearly half are bootstrapped, and only 5% are part of big tech companies like Google. Image
4/ Another surprise? There's a sizable number of "GPT wrappers" on the list.

The top 50 is split almost evenly between products with:

(1) a proprietary model
(2) a fine-tune of an open source model
(3) a publicly accessible model from a third-party (e.g. GPT-4)
5/ Most products thus far are Web-first, with no mobile app or minimal app traffic.

ChatGPT launched an app in May, but it still represents <2% of the company's traffic.

The exceptions here are @photoroom_app (88% mobile), @character_ai (46%), and @Speechify_audio (20%). Image
6/ Companies that nail the mobile experience have a chance to garner outsized engagement.

Per @SensorTower data, CharacterAI sees an average of 38 sessions per user per month.

As a point of comparison - this exceeds Instagram, FB, and TikTok 🤯 Image
7/ On a category basis, "general assistant" products (ChatGPT, Bard, Poe) represent 70% of traffic.

But, two other categories are inflecting - companionship is now 13%, and content generation is 10%.

Content editing (3.7%) and model hubs (2.3%) round out the top five. Image
8/ Most categories are still "up for grabs" - with the #1 player <2x ahead of the #2.

We're also seeing positive fragmentation, with products gaining steam for specific use cases.

Ex. in image gen, @LeonardoAi_ (for games) is growing alongside Midjourney.
Image
Image
9/ How are companies getting traffic?

It's almost entirely organic. Between Reddit, Discord, newsletters, etc., there's lot of "free" acquisition.

The median product is seeing 99% organic acq, vs. a 52% median for pre-AI consumer subscription products. Image
10/ And, 90% of cos on the list already have some sort of revenue, with the vast majority choosing subscription.

On average, they make $252/yr on the median plan, a significant ⬆️ vs. pre-AI subscriptions (more from @sarahdingwang and @martin_casado):

a16z.com/the-economic-c…
Lastly, a note on methodology.

We added app traffic, but companies qualified based on web visits - so app-only products were not eligible.

For products on Discord, our estimates only capture website visits, artificially deflating their "rank". This mostly impacts Midjourney.
For the full report, check out:

And if you're working on something in consumer genAI, reach out 👋 (and follow me for more data!)a16z.com/how-are-consum…

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May 21
How does Google's new agentic browser (Project Mariner) compare with ChatGPT Operator?

I tested them head-to-head, using both platform's suggested prompts (to make it fair!) 👇
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✅ Project Mariner - completed task in 2 min
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I took a screenshot of the actual podcast video this was from, and then asked ChatGPT to re-render it in Studio Ghibli style.

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AI can now hire and manage human employees 🤯

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Here's how it worked 👇 Image
First, I wanted to give Operator some freedom. I told it to spend a maximum of $25, and that I needed a logo for "Olivia's AI Experiments."

But, Operator was welcome to hire a designer on Upwork, Fiverr, etc. - or subscribe to design software.

Operator immediately chose Fiverr!
Operator searched "logo design," and filtered for "modern" + "cartoon" styles (I asked for futuristic but fun), <$30 budget, and top-rated sellers.

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Jan 29
🚨 New @a16z thesis - an update on AI voice agents!

2024 was a huge year for voice agents, with massive model breakthroughs + hundreds of new startups.

How has the space evolved, and where do we see opportunity in 2025?

Our update + market maps for B2B and B2C 👇 Image
To start: we see voice as one of AI's biggest unlocks.

Voice AI is now nearly at human standards, allowing tech to replace labor on the phone.

This has huge implications for businesses, who can answer (or make) calls 24/7, at low cost.

Our full thesis: gamma.app/docs/EXTERNAL-…
What's new in the last ~6 months?

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Latency and reliability are now largely solved - and interruptibility and emotionality have made major strides, too. Image
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Dec 17, 2024
Announcing....Apps Unwrapped! 🎁

It's been a massive year for AI, with tons of new products to try.

Our @a16z consumer team asked some of AI's biggest stars to nominate their favorites of 2024.

Here's what they picked 👇
If you're looking for a general assistant, try...

- @perplexity_ai: AI search, also chosen for its new Shopping experience
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- @chatgptapp: chosen for Advanced Voice Mode! Image
If you're looking to get work done...

- @meetgranola: AI notes
- @flowvoiceai: voice dictation
- @meetgamma: AI slide decks
- Spiral and Cora (@every): writing and email automation
- @Adobe: summarize docs
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- @getlindy: automate workflows Image
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Oct 1, 2024
AI voice agents are on 🔥

We're moving from the innovator -> early adopter part of the curve, with new startups sprouting up weekly to serve different verticals.

What @illscience and I are seeing @a16z, and why we're excited 👇 Image
Not every business is ready for today's voice agents.

The early adopters tend to have a few things in common:

They heavily rely on calls to drive new business. These calls have a defined task or structure, and the stakes are (relatively) low - they're not life-or-death. Image
No one wants to send a prospective customer to voicemail.

Today's voice agents are great for after hours and overflow calls - and some outperform call centers. As they improve, they'll rival onshore employees, at much lower cost.

Some of the exciting products we've seen ⬇️
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