I made this video for a16z for free anyway. There's a good reason.
Last week they published the 7th edition of their Top 100 consumer AI apps. Olivia Moore's chart at the end of it is the most useful thing I've read about consumer AI this year.
15 categories.
AI has a dedicated product in the Top 100 in four.
Partway in two.
Nothing in nine. Streaming, retail, social, travel, finance, jobs, real estate, gaming, dating.
Netflix's moat is a licensed catalogue. Amazon's is a warehouse. Tinder's is a pool of real people in one city. Years to accumulate, and a model cannot infer its way to any of them.
That chart will be seen by a fraction of the people it was written for. It sits at the bottom of a long report, and charts don't travel. Videos do.
So I turned it into 95 seconds you can watch on your phone, with nothing added that isn't in their research.
The reason: good research deserves to travel further than the PDF it's published in. This one deserved it more than most.
Source: https://a16z.com/100-gen-ai-apps-7/