Move over, B2B and B2C - the B2A economy is here Agents are the primary users of the Internet, and soon will be the primary customers for every product Our thesis @a16z on the massive opportunity here 👇 (cc @venturetwins)

Data from Visa’s new agentic commerce report, which tested 22 agents across 15 shopping tasks 👇 The average success rate (bought product that fit user requirements) was 57.2% The two winners both had 82% accuracy - Muse Wonder at $1.55/ run, and Gemini 4 Argon at $0.54/run

The new Oboe app was a lightbulb moment for me in how AI games, movies, etc. get huge It’s infinite puzzles where the user designs their experience - but curated, so the opposite of a slop feed It’s one of the only AI mobile apps stealing screen time from incumbents for me 👀

Prior tech platform shifts (web, mobile) have involved: (1) a new technical capability; and (2) a new distribution mechanism In AI, we've seen a lot of (1) - and little of (2) Agents are primed to fix this, and will become arguably the best distribution channel of all time

Who is making money in consumer AI? There's really only one category seeing significant spend (so far!) - prosumer AI The top 1% of U.S. spenders (at $903 / month on average) are overindexed on tools to build products, make content, and get work done 👇

What's happening in the battle for consumer AI dominance between ChatGPT, Claude, and Gemini? We @a16z pulled the data - on usage across web + mobile, plus consumer revenue 👇 ChatGPT is still the clear leader. They're at 2x Gemini's scale and 6x Claude's scale on web, and 2.5x Gemini's scale and 14x Claude's scale on mobile. Claude had a strong spring / summer in both product launches and traction, passing Gemini in U.S. paid consumer subscribers. And, they momentarily passed ChatGPT in number of new U.S. paid subs added monthly. But, in the last 2 months ChatGPT growth has re-accelerated in both usage and revenue, and is ahead of both Claude and Gemini by 3x in terms of number of paid U.S. users. This is likely even more drastic internationally, as Claude sees the most usage (and most paid usage) in the U.S..

🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150! We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI. The result? A story of heavy concentration among AI's power users. Our takeaways 👇

Three weeks ago I told Instinct a funny story about the time a bird flew into my face Yesterday I found out it has been screening every (completed unrelated) product for “bird imagery” Alignment is solved

We’re entering the “$5 Uber” era of consumer - inference edition VC $ subsidizing huge token usage on products aiming to become indispensable enough to eventually monetize …and who can stomach the short term burn to try to kill their competitors Enjoy it while you can!

I always find it interesting when big company people post aggressively about “crushing” a startup You have 1,000x more resources than them If you’re worried about a startup, you’re admitting they have something you don’t (most often product insight, execution ability, etc.)

This is going to open up so many opportunities for consumer builders This is (IMO) the first truly performant real-time voice option where you don’t have to roll out the full infra stack yourself I predict this enables many new products - and even entire new categories of apps!

GPT-Live-1 is now available in the API. Bring ChatGPT’s natural back-and-forth to your app, with voice agents that listen while they speak and work with the models and harness you choose.

Announcing @a16z's investment in Highstock. Excess inventory is a massive and expensive problem for consumer brands. Highstock is an AI-powered marketplace that helps brands find new channels for surplus inventory - while reducing waste.