a16z 播客：消费级 AI 最大的空白是帮用户花时间而非省时间
a16z's Olivia Moore on the untapped category in consumer AI: most people aren't looking to save time...
a16z 第 7 期消费 AI 百强报告配套对谈，聊透了付费集中在重度用户的原因和约会、娱乐等空白赛道，信息密度很高。
a16z 发布第 7 期 Top 100 Consumer AI Apps 报告，新增维度是消费者实际付费情况。Olivia Moore 与 Josh Elman 在对谈中引用 Wabi 的观点：多数人不是想省时间，而是想花时间，这解释了 TikTok、YouTube 等产品的粘性。数据显示 AI 付费高度集中在开发者、创作者等重度用户头上，订阅模式未必适合大众消费级 AI。对谈还提到 OpenAI 的广告业务年化收入已达 10 亿美元，并列举了约会、购物、娱乐等尚未出现 AI 原生创业公司的领域。
a16z's Olivia Moore on the untapped category in consumer AI: most people aren't looking to save time...
a16z's Olivia Moore on the untapped category in consumer AI: most people aren't looking to save time, they're looking for ways to spend it. "We talked about this in the report, in terms of areas where we have not yet seen AI-native startups pop up." " @ekuyda , one of our portfolio CEOs, runs a company called Wabi. She has this great quote, I'm probably going to botch it, but it's something like: 'Most people aren't looking to save time, they're looking for ways to spend their time.'" "This is why social media, entertainment, Netflix, TikTok, YouTube are the most used consumer products we have." "Much of what we've seen in AI so far is: how do I do this thing a little bit faster? A little bit easier? A little bit more impressively? And that's not an incredibly compelling daily or hourly active value proposition for most people." @omooretweets Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z The seventh edition of our Top 100 Consumer AI Apps is here, including a new dimension this time: what consumers are actually paying for. a16z's Elena Burger sits down with Olivia Moore and Josh Elman to unpack the current state of consumer AI: The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated at the top. Olivia and Josh discuss why developers, creators, and other power users dominate spending today, and why subscriptions may not be the business model that ultimately brings consumer AI to everyone. They also dig into the rise of personal agents, the different trajectories of ChatGPT, Claude, and Gemini, how ads could reshape AI economics, and the enormous amount of consumer white space still left to build, from shopping and entertainment to social, dating, and marketplaces. 00:56 Inside the 7th edition 05:55 Muse and Instinct's launch numbers 09:14 The privacy wall for personal agents 14:39 The AI spending power law 20:20 Why subscription is the wrong model 23:51 OpenAI's $1B ad run rate 29:21 ChatGPT vs Claude vs Gemini 32:30 Where creative tools still win 45:12 The white space: dating, shopping, entertainment YouTube: youtu.be/aCvrzhwUxg0 @omooretweets @JoshElman @VirtualElena Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 8 🔄 4 ❤️ 53 👀 8674 📊 11 ⚡