A16z's Olivia Moore Flags 6 Untapped Consumer AI Categories in Top 100 App Report
Updated
Updated · TechCrunch · Oct 9
A16z's Olivia Moore Flags 6 Untapped Consumer AI Categories in Top 100 App Report
2 articles · Updated · TechCrunch · Oct 9
Summary
Olivia Moore’s new Andreessen Horowitz report says ChatGPT still dominates consumer AI, while smaller apps such as Suno and ElevenLabs show staying power in the top 100.
Six major consumer categories — including dating, travel, finance, health, retail and marketplaces — had no entrants at all, reinforcing Moore’s view that true consumer AI is still in its early stages.
Just 2.2% of U.S. households pay for AI, and Moore argues the bigger opportunity is monetization beyond subscriptions and API fees, potentially through ad-supported models.
Costs remain a hurdle because AI services are still pricier to run than classic internet products, though cheaper models, open-source tools and lower-priced plans like ChatGPT Go at $8 a month may help.
Many leading "consumer" AI companies already skew prosumer or enterprise — Moore said firms like Gamma, ElevenLabs and Cursor can become majority-enterprise businesses within 18 months.