A16Z 播客的这一集深入剖析了他们“Gen AI 100”榜单的最新排名，展示了基于月独立访问量和活跃用户数量排名前 50 的 AI 优先的网络产品和移动应用。由 A16Z 消费者合伙人 Olivia Moore 和普通合伙人 Anish Acharya 主持的讨论，着重强调了消费者 AI 领域的快速发展以及塑造这一领域的关键时刻。 分析的核心是 Gen AI 100 榜单本身，该榜单通过 SimilarWeb (用于网络) 和 Sensor Tower (用于移动) 的数据编制而成，分别根据月访问量和活跃用户数量对产品进行排名。本期榜单首次纳入了移动应用的收入数据，揭示了流量来源和实际盈利能力之间存在着显著的脱节。 对话首先概述了方法论，强调了其对数据的依赖，以便识别由 Gen AI 驱动的产品，即使它们没有明确地以此方式进行营销。这种方法旨在了解哪些 AI 应用真正引起了主流消费者的共鸣。随后，讨论转向了推动消费者 AI 采用的关键时刻。Midjourney 和 Character AI 在 ChatGPT 之前就已经存在，它们是消费者兴趣的早期指标。Balenciaga 教皇的图像被认为是唤醒公众对 AI 图像生成兴趣的文化转折点。进一步的动力包括 Snapchats 的 My AI、可口可乐的 AI 圣诞广告以及 BBL Drizzy 的歌曲。 嘉宾们强调了 AI 领域中不断打破假设的情况，指出每个关键时刻都驳斥了先前关于消费者行为、AI 能力或市场主导地位的既有观念。他们认为，许多直观的假设将被证明是错误的。他们强调，AI 视频终于开始奏效，并且 AI 正在降低创作成本。事实上，现在 95% 的 YC 公司都在使用这些工具。他们将 AI 采用的当前阶段定位在“早期采用者”阶段，将其与移动或云时代相提并论。他们还讨论了一些有趣的假设，强调了这些假设可能存在的问题。一种是人类将建立关系，而 AI 将擅长事务性互动。另一种是人类将工作委托给 AI，但 AI 可能将工作委托给人类。 讨论还深入研究了“准入榜单”，其中包括五家险些进入前 50 名的公司，包括 Runway、Order 和 U-Max。Cria 和 Lovable 等新来者正在持续上升。新来者的涌入强调了市场的动态性，挑战了停滞和老牌玩家的观念。AI 视频成为这些新来者中的一个重要趋势。该领域的重点公司包括 Hai Low、Clang 和 Sora。 对话还谈到了预期会出现但在榜单上没有出现的产品，例如更多的风格迁移和消费者语音产品。至于令人惊讶地出现在榜单上的产品，是氛围编码产品，因为它们被开发人员广泛使用。 某些公司在四个版本的榜单中持续出现，这突显了消费者 AI 领域中切实业务的发展。ChatGPT 作为此类应用开发的起点，仍然是顶级玩家。Deepseek 在榜单上也迅速崛起，即使当时只有 10 天的数据。 对话中也提到了留存率的问题。初步数据显示，DeepSeek 在用户参与度方面正在迅速赶上老牌玩家。Olivia 强调了其移动流量数据。在其他应用无法访问的国际市场，尤其是中国，留存率可能具有结构性优势。演讲者还讨论了目前哪些有效，哪些在产生收入。照片和视频生成器及编辑器，以及使用 ChatGPT 的美颜滤镜和克隆应用正在赚取大量资金并获得大量用户。在两个榜单之间只有 40% 的重叠。用户群越小，应用程序每次用户盈利的可能性就越大。最终，最好的产品是消费者认为有用且最令人愉快的产品。

The A16Z podcast episode dissects the latest rankings from their "Gen AI 100" list, showcasing the top 50 AI-first web products and mobile apps based on unique monthly visits and active users. The discussion, led by A16Z consumer partner Olivia Moore and General Partner Anish Acharya, highlights the rapid evolution of the consumer AI landscape and the pivotal moments that have shaped it. The core of the analysis is the Gen AI 100 list itself, compiled through data from SimilarWeb (for web) and Sensor Tower (for mobile), ranking products based on monthly visits and active users respectively. This edition marks the first time revenue data was incorporated for mobile apps, revealing a significant disconnect between what's generating traffic and what's actually making money. The conversation begins by outlining the methodology, emphasizing its reliance on data to identify Gen AI-powered products even if they aren't explicitly marketed as such. This approach aims to understand which AI applications are truly resonating with mainstream consumers. The discussion then shifts to pivotal moments that have fueled consumer AI adoption. Midjourney and Character AI, both pre-dating ChatGPT, are highlighted as early indicators of consumer interest. The Balenciaga Pope image is cited as a cultural turning point that awakened public interest in AI image generation. Further momentum includes Snapchats, My AI, Coke’s Christmas ad made with AI, and the BBL Drizzy song. The guests emphasize the constant breaking of assumptions in the AI space, pointing out that each pivotal moment debunked previously held beliefs about consumer behavior, AI capabilities, or market dominance. They argue that many intuitive assumptions will prove incorrect. They highlight that AI video is finally starting to work, and that AI is decreasing the cost of creation. In fact, 95% of YC companies are now using these tools. They place the current stage of AI adoption in the "early adopter" phase, comparing it to the mobile or cloud eras. They also discussed interesting assumptions, highlighting how they might be incorrect. One is the idea that the humans will build the relationships while AI will be good at transactional interactions. The other is that humans will delegate the work to AI, but AI might delegate the work to humans. The discussion also delves into the "brink list," comprising five companies that narrowly missed the top 50 cutoffs. These included runway, order, and U-Max. Newcomers like Cria and Lovable, which are on a consistent upswing. The influx of newcomers underscores the dynamic nature of the market, challenging the notion of stagnation and established players. AI video emerges as a significant trend among these newcomers. Highlighted companies in this space include Hai Low, Clang, and Sora. The conversation also touched on what was expected to appear on the list that was not there, which was more style transfer and consumer voice products. In regards to items that were surprisingly included on the list was vibe coding products, as they are being used widely by developers. The consistent presence of certain companies on the list over four iterations underscores the development of tangible businesses in consumer AI. ChatGPT, as the starting gun for this application development, remains a top player. Deepseek rose to prominence on the list as well, even with having only 10 days of data at the time. The topic of retention comes up in the conversation. Initial data suggests DeepSeek is rapidly catching up to established players in terms of user engagement. Olivia emphasized its mobile traffic data. Retention in international markets, particularly China, may have a structural advantage where other applications are inaccessible. The speakers also talk about what is currently working and what is generating revenue. Photo and video generators and editors as well as beauty enhancers and filters and clone applications that are using ChatGPT are making a lot of money and getting a lot of users. There was only 40% overlap between the two lists. The smaller the user base, the more likely the app was to make money on a per user basis. In the end, the best product is the product that consumers find utility and is most delightful.