这段对话围绕着“Gen AI 100 榜单”展开，这是一份追踪消费者人工智能领域情况的报告。该报告分析了网页和移动端排名前 50 的 AI 原生产品，排名分别由每月访问量（通过 SimilarWeb 获取）和每月活跃用户数（通过 Sensor Tower 获取）决定。报告首次考察了营收排名前 50 的移动应用。讨论探讨了人工智能消费者意识的关键时刻、该领域中被打破的假设，以及人工智能发展的当前阶段。 讨论强调了消费者人工智能意识的关键转折点：Midjourney 和 Character AI 早于 ChatGPT 的早期采用，Snapchat 的 “My AI” 机器人达到 1.5 亿用户，病毒式传播的 “Balenciaga Pope” AI 图片，以及 AI 生成的歌曲 “BBL Drizzy”。可口可乐的 AI 生成的圣诞节广告标志着企业意识的转变，而 Deepseek 的发布表明，横向模型仍然可以实现大规模的消费者规模。 各种假设不断受到挑战。对话指出了诸如 “人工智能无法欺骗我，让我认为一张照片是真的” 或 “没有人可以渗透 ChatGPT 的市场” 这样的假设。发言者认为，我们仍处于早期采用阶段，甚至处于基础设施建设时代，正在向应用构建阶段发展。AI 视频就是一个很好的例子，它能够生成短片，但还不能生成几分钟长的电影。对话还讨论了人工智能仅仅用于事务性交互的错误假设。 报告发现网页排名中有 17 家新公司，这表明该领域充满活力。来自中国的 AI 视频模型和 OpenAI 的 Sora 是新晋者。像 Cursor 和 Bolt 这样的 “氛围编码” 产品正在兴起，它们使非技术用户能够通过文本提示创建 Web 应用程序。一个新的 “边缘名单” 突出了几乎进入前 50 名的公司，表明了快速的变化。 发言者预测会看到更多用于可扩展视频的风格迁移。风格迁移是一个可控的问题，并且具有比原始文本到视频更低的推理成本。另一个意想不到的发现是，尽管发布了像 Gemini Flash 和 OpenAI 的操作员模型这样的新模型，但基于语音的 AI 产品却很少出现。 一个令人惊讶的发现是，氛围编码工具在技术受众中的快速饱和。陪伴类产品（通常面向 NSFW 内容）的出现仍然是一个持续的惊喜。 ChatGPT 一直位居榜首，但其发展轨迹并非线性。最初平稳，最近因新模型和产品而流量激增。 Deepseek 也表现出显著的增长，挑战了广泛的 AI 产品无法流行起来的假设。Deepseek 的用户留存率略低于 ChatGPT，而美国市场是其驱动因素。来自中国的 AI 视频模型的流行归因于较少的版权敏感度和更逼真的提示。像 Krea 这样聚合多个 AI 模型的聚合器也越来越受欢迎。 关于收入，发言者指出收入与用户群不匹配。照片/视频生成器和编辑器、美颜滤镜和 ChatGPT 模仿应用程序获得了成功。 最重要的是产品本身。创始人应专注于解决痛点并创造独特的体验，并以数据为指导。“更复杂的事情实际上并非对消费者用户来说最有用的、最令人愉悦的、最有帮助的。” 模型和应用的选择正变得越来越有主观性。

This conversation revolves around the Gen AI 100 list, a report tracking the consumer AI landscape. The report analyzes the top 50 AI-first products on web and mobile, determined by monthly visits (via SimilarWeb) and monthly active users (via Sensor Tower), respectively. For the first time, the report also examined the top 50 mobile apps by revenue. The discussion explores pivotal moments in the AI consumer awareness, assumptions being shattered in the space, and the current stage of AI development. The discussion highlights key turning points in consumer AI awareness: Midjourney and Character AI's early adoption before ChatGPT, Snapchat's "My AI" bot reaching 150 million users, the viral "Balenciaga Pope" AI image, and the BBL Drizzy AI-generated song. Coke's AI-generated Christmas ad marked a shift towards enterprise consciousness, while Deepseek's launch demonstrated that a horizontal model could still achieve mass consumer scale. Assumptions are constantly being challenged. The conversation points out the assumptions like "AI can't trick me into thinking a picture is real," or "No one can penetrate ChatGPT's market." The speaker argues that we are still in the early adopter phase, and even in the infrastructure-building era, progressing into application building. AI video is a prime example, capable of generating short clips, but not yet minutes-long films. Incorrect assumption of AI being only for transactional interactions is also discussed. The report found 17 new companies on the web rankings, signifying a dynamic landscape. AI video models from China, and Sora from OpenAI are among the new comers. The rise of vibe coding products like Cursor and Bolt, enabling non-technical users to create web apps from text prompts, is also noted. A new "brink list" highlights companies that almost made the top 50, indicating rapid changes. The speaker predicted seeing more style transfer used for scalable video. Style transfer is a tractable problem and has a much lower cost of inference versus raw text to video. Another unexpected finding was the low presence of voice-based AI products despite new models like Gemini Flash and OpenAI's operator model being released. One surprise was the rapid saturation of vibe coding tools within the technical audience. The presence of companion products, often NSFW-oriented, also remains a consistent surprise. ChatGPT is consistently at the top, however, its trajectory has not been linear. Initially flat, traffic surged recently due to new models and products. Deepseek also demonstrated significant growth, challenging the assumption that a broad-based AI product couldn't go viral. Deepseek's retention is just below ChatGPT's, and the US market has been its driving factor. The popularity of AI video models from China is attributed to less copyright sensitivity and more realistic prompts. Aggregators like Krea, which combine multiple AI models, are also gaining traction. Regarding revenue, the speaker notes the revenue is not mirroring with the user base. Photo/video generators and editors, beauty filters, and ChatGPT copycat apps are successful. The most important thing is the product itself. Founders should focus on solving pain points and creating unique experiences, guided by data. More complicated thing is not actually the thing that is highest utility most delightful most helpful to a consumer user. The choice of models and applications is becoming more opinionated.