The Top 100 Most Used AI Apps in 2025

What are real consumers actually doing with AI today? In this episode, a16z partners Olivia Moore and Justine Moore break down the fifth edition of our Consumer AI 100, a biannual ranking of the most used AI-native web and mobile products across the globe. Timecodes: 0:00 Introduction 1:45 New Companies & Trends 3:32 Companionship & Creative Tools 4:20 Big Tech on the List: Google’s Impact 6:24 Chinese AI Companies & Global Trends 10:19 Vibecoding: A New Trend 13:40 AI All-Stars: Consistent Top Performers 15:30 Network Effects & Product Experience 17:20 Enterprise Adoption & Prosumer Growth 19:40 Biggest Takeaways 21:09 Grok's debut 22:56 Future predictions 25:14 Closing & Audience Engagement Resources: Find the article here: https://a16z.com/100-gen-ai-apps-5/ Find Olivia on X: https://x.com/omooretweets Find Justine on X: https://x.com/venturetwins Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see a16z.com/disclosures.

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:01Erik Torenberg?

  Today on the podcast, we're joined by A16Z Partners Olivia Moore and Justine Moore to get the latest Consumer AI 100, their biannual ranking of the most used AI-native products across web and mobile. They discuss how real users are adopting, what's fading, and where the next wave of opportunities might be. Let's get into it.

• 0:23Justine Moore?

  Hi, I'm Justine.

• 0:24Olivia Moore?

  And I'm Olivia.

• 0:25Justine Moore?

  And welcome back to the A16Z Podcast. Today, we're going to be discussing the Consumer AI Top 100 list. So Olivia, let's start because you are compiling the list and you've been doing this for a while. What is this list and kind of what's the purpose of it?

• 0:40Olivia Moore?

  So this is our fifth time doing this list. We do it every six months. We started at basically the dawn of the consumer gen AI era. And the purpose is just to get a sense of what real consumers are actually using in AI. As a sample set, we take every website and every mobile app in the entire world, and we sort them in descending order of usage. So for websites, this is monthly visits globally. For mobile apps, this is monthly active users. We use SimilarWeb and Sensor Tower as these two data sources. And then we grab the top 50 from each of those sources that are AI-native companies. So you'll notice that this captures usage, not revenue. So it's not paid usage only, it's all usage, even people who are using the products for free, which to me gives

• 1:24Olivia Moore?

  an even better and I think kind of more real sense of what is capturing consumer imagination in AI.

• 1:30Justine Moore?

  Totally, yeah. I feel like a common question we often get as folks who are consumer investors in AI is what are people doing on AI besides chat GPT?

• 1:39Olivia Moore?

  What should I be doing?

• 1:40Justine Moore?

  That too, yeah. And so I feel like these lists are a really helpful way for folks to get a sense of what are some of the use cases, what are some of the properties that are getting really big, getting a lot of users that you might not know about. And for a lot of people, sort of an inspiration list of what they want to try out. Let's talk about the new companies on the list because that's always exciting of like who cracks into the top 50 for web and the top 50 for mobile who weren't in the list before.

• 2:04Olivia Moore?

  Yeah.

• 2:04Justine Moore?

  How would you describe the new companies? Were there any major changes?

• 2:07Olivia Moore?

  Yeah. The web list, I think, is the best way to track changes over time. The mobile list is a little bit less stable, just because the app stores are constantly updating their policies on what's allowed. For our first couple of mobile lists, it was just a wave of companies that were direct copycats of ChatGPT.

• 2:24Justine Moore?

  I remember that.

• 2:25Olivia Moore?

  Yeah. And all the companies were like ChatGTP or Chat and Ask AI.

• 2:30Justine Moore?

  ChatGPT was a big one.

• 2:31Olivia Moore?

  Exactly. And so those were dominating the mobile list. So this time, we had a lot of new companies on mobile as iOS ecosystem has cracked down on that. But on the web list, we still did have 11 new names. Sounds like a lot out of 50, but it's actually a big reduction from, I think it was 17 new names, six months ago.

• 2:50Justine Moore?

  Wow.

• 2:50Olivia Moore?

  Which, to me, reflects the fact that the ecosystem is starting to stabilize a little bit more. There were still a couple of really exciting trends that popped out on this list that I would expect might continue and yield more new names. Vibe coding was one of them, which I think kind of burst into the forefront at the end of last year. So we saw it a little bit on our prior list in March, but it really kind of came into the forefront now. So we have Bolt on our Brink list, just below the top 50 cutoff.

• 3:19Justine Moore?

  Awesome.

• 3:19Olivia Moore?

  And then we have both Lovable and Replit on the web list.

• 3:23Justine Moore?

  In the past, a lot of the names on the list have been kind of in one of two categories, which is like general chat and companionship or creative tools, which I love. I spent a bunch of time in both of those categories, but it sounds like we're starting to see things like vibe coding that are sort of outside of those two, what were really the killer use cases of consumer AI for a long time.

• 3:44Olivia Moore?

  We definitely are, more in productivity as well, which we'll talk about. I will say companionship continues to just dominate.

• 3:50Justine Moore?

  Yeah.

• 3:50Olivia Moore?

  We actually did have three new companionship names, so Juicy Chat, Joy and Our Dream all made the list, alongside a bunch of others that have made the list before. So Character was the biggest name, Janitor, Spicy Chat, Polybuzz, Crush On, Adot and Candy AI were all on this list and in the past. So that's a pretty notable section of the list that I think is dominated by companionship names, which is pretty interesting.

• 4:15Justine Moore?

  For sure. And there's also a lot of big companies that have products on the list, folks like Google. Maybe you can talk a little bit about that because I think that's been a surprise.

• 4:23Olivia Moore?

  Yeah, Google had a big six months, and I would say especially their models and even their consumer facing products had a really big six months. The way they structured their domains in the past made it hard for us to include Google products on the list.

• 4:35Justine Moore?

  Yep.

• 4:35Olivia Moore?

  Since we needed to be able to independently rank their traffic. So now we finally were able to for the first time and four unique Google properties made the web list.

• 4:44Justine Moore?

  Wow.

• 4:44Olivia Moore?

  So Jem and I was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web.

• 4:52Justine Moore?

  Yep.

• 4:53Olivia Moore?

  But it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app.

• 4:58Justine Moore?

  Interesting.

• 4:58Olivia Moore?

  Which is interesting. It's mostly Android users, which I think you would expect. The other big debut for Google was a little more surprising to me. It's actually AI Studio.

• 5:07Justine Moore?

  Yep.

• 5:07Olivia Moore?

  Which is Google's developer facing sandbox. So that's where engineers go when they want to build things and test out Google models.

• 5:15Justine Moore?

  Yep.

• 5:15Olivia Moore?

  So that hit in the top 10 as well. And then right below the top 10 was Notebook LM.

• 5:20Justine Moore?

  Wow.

• 5:20Olivia Moore?

  At number 13. And I take your wow as a little bit of a surprise, which was a surprise to me too, and I think a bit of a narrative violation that they went viral almost a year ago.

• 5:31Justine Moore?

  Yeah.

• 5:31Olivia Moore?

  In September of 2024. But they've actually kept up their traffic every month of flat or increasing traffic. With the exception of this last month of summer, when I think a lot of the academic usage caused it to decline, but just barely. And then one of your favorites also made the list, which was Google Labs down at number 39.

• 5:51Justine Moore?

  Cool.

• 5:52Olivia Moore?

  This is kind of the consumer facing sandbox for Google models, whereas AI Studio is the developer facing sandbox. Google Labs includes VO3, the amazing new video model that you yourself have probably driven a big portion of the usage for.

• 6:06Justine Moore?

  I've spent a lot of money on VO3.

• 6:07Olivia Moore?

  Yeah, exactly.

• 6:08Justine Moore?

  And driven many visits, for sure.

• 6:10Olivia Moore?

  And actually, Google Labs includes a bunch of other products like Doppel, which is their kind of outfit try on product.

• 6:16Justine Moore?

  Yes.

• 6:16Olivia Moore?

  It includes Portrait, which is coaching.

• 6:18Justine Moore?

  Wisk, right?

• 6:19Olivia Moore?

  Wisk.

• 6:20Justine Moore?

  The image generation kind of sandbox, which is very cool and fun to play with.

• 6:23Olivia Moore?

  Exactly. Project Mariner, which is their agentic kind of browser sandbox.

• 6:28Justine Moore?

  Interesting.

• 6:28Olivia Moore?

  But my hunch is it's largely VO3 because traffic to that, to the Google Labs spiked. Fifteen percent in the month VO3 was released, which is really exciting.

• 6:39Justine Moore?

  Let's talk about the Chinese AI companies. So both new startups coming out of China, also big Chinese companies releasing models or consumer-facing properties. How are these ranking on the list?

• 6:50Olivia Moore?

  Yeah.

• 6:51Justine Moore?

  And what do you think is driven their growth?

• 6:52Olivia Moore?

  I mean, you could argue that Chinese companies show up in two or even three pretty interesting ways on the list. I would say the first one are companies or AI products that are built for China and used in China.

• 7:03Justine Moore?

  Yep.

• 7:04Olivia Moore?

  And you might say, why? And it's because a lot of non-Chinese AI products like ChatGPT and Claude are banned in China because they have to follow specific regulations and policies and data capture rules that they're not wanting to or able to do if they're going to operate in China. So China doesn't have a lot of those products that we have, but they have their own.

• 7:25Justine Moore?

  Yep.

• 7:25Olivia Moore?

  So a couple of companies that made the list are Quark, which is Alibaba's AI assistant on both web and mobile. Daobao, which is ByteDance's AI assistant, also on both web and mobile. And then Kimi, which is another general AI assistant from Moonshot AI. Each of those ranks, actually all of them in the top 20 on web.

• 7:46Justine Moore?

  Wow.

• 7:47Olivia Moore?

  And the majority usage in China, which I think reflects the fact that like China is the biggest country in the world by population.

• 7:54Justine Moore?

  Yes.

• 7:54Olivia Moore?

  So even if they're only used one place, they're getting a lot of usage.

• 7:57Justine Moore?

  And they don't have as much competition from the

• 7:59Olivia Moore?

  Exactly.

• 8:00Justine Moore?

  American general chat assistants that can't be in the country.

• 8:02Olivia Moore?

  Yes, like the ChatGPTs of the world.

• 8:04Justine Moore?

  Right.

• 8:04Olivia Moore?

  The second category of Chinese companies we're seeing are startups that are developed in or around China, but are built for the rest of the world. And you can't actually even use them in China in many cases. So these are products like DeepSeek

• 8:17Justine Moore?

  Yeah.

• 8:17Olivia Moore?

  or the video models like HiLo and Kling.

• 8:20Justine Moore?

  Yes.

• 8:20Olivia Moore?

  Or products like SeaArt for Images.

• 8:22Justine Moore?

  Yep.

• 8:23Olivia Moore?

  I would say the concentration of these is especially strong in image and video, which is a space that you know well.

• 8:29Justine Moore?

  Yeah, I think image and video, we've seen a lot of great video models from China, particularly when it comes to animating from a single frame from an image. ByteDance has also been doing a lot more around things like SeaDance, which is a really great video model they released that actually outscored Three on some of the arenas. One of the really interesting things that I know we can disentangle in this data, but I think a lot of Chinese companies have taken the strategy in the US of distributing their models through US properties. So there's companies like Kria or Hydra that host various models and have subscriptions where you can access a bunch of the Chinese models at once. Whether it's the closed ones like Kling or Minimax or some of the open source ones like Wan or Quen,

• 9:13Justine Moore?

  which a lot of people are using and really liking. Some of them will also have their own consumer facing properties. Others will distribute through either the application layer or honestly through folks like Fall and Replicate, more of the developer facing platforms where you can do one off runs or you can have an API to use them in your application.

• 9:33Olivia Moore?

  That is probably yet another way that Chinese companies are showing up in the list. In a way, as you said, that's not measurable right now. But the last trend that we were seeing with Chinese companies was products that are developed in China and used both in China and abroad. So Manus is a great example. They just announced a 90 million annualized run rate. And if you look at their traffic, it's number one Brazil, number two US.

• 9:55Justine Moore?

  Brazil surprises me.

• 9:56Olivia Moore?

  Yes, a lot of AI traffic comes from Brazil. More free traffic than paid traffic.

• 10:00Justine Moore?

  I was gonna say, yes.

• 10:01Olivia Moore?

  But a lot of traffic. So we're seeing both kind of like this domestic AI ecosystem in China start to mature. I think for the very first time on this version of the list.

• 10:10Justine Moore?

  Right.

• 10:10Olivia Moore?

  And then we're seeing the same thing we've seen on other versions of the list, which is Chinese companies exporting their AI products abroad.

• 10:16Justine Moore?

  And then to talk about another big trend, which you touched on earlier, vibe coding, we're probably all seeing the tweets from various vibe coding companies that are like, we went zero to 100 million or even more in ARR in a really short period of time. They have millions of users, kind of faster growth than I think we've seen in many other categories in a very long time. I'm curious, how did you see that kind of reflected on the list? And how did that change since the last edition?

• 10:41Olivia Moore?

  Yeah, so six months ago, it was just Bolt on the list. Now Bolt actually is on the brink list. And Lovable and Replit both made it onto the main list. To me, I was particularly interested to look at not just traffic for these, but also revenue and retention. So lovable recently announced $100 million in ARR. But it's always easy to say, especially for consumer properties, like, yeah, a lot of people are maybe signing up for a trial, but they're canceling, they're not going to stay on, retention is low. We actually also, for the vibe coding products, looked at revenue retention across another data provider, Consumer Edge. So that looks at a cohort of everyone who signs up in month zero. How much are they paying and what percent are still paying in month one, month two, month three?

• 11:24Olivia Moore?

  And we put some of this in the report, but what we found for many of the leading vibe coding platforms is they actually see 100% or above revenue retention in the first three months and then maybe flatten out a bit below 100%.

• 11:37Justine Moore?

  Which, as a point of comparison, is very strong.

• 11:40Olivia Moore?

  Extremely striking, yes.

• 11:42Justine Moore?

  I mean, it's very rare to see any sort of, especially consumer, prosumer.

• 11:45Olivia Moore?

  Yeah.

• 11:46Justine Moore?

  Might suggest that there is some enterprise usage happening there with prototyping and stuff within companies.

• 11:51Olivia Moore?

  Enterprise usage or even just solo vibe coders, people building projects who do get a low cost plan to try it out.

• 11:57Justine Moore?

  Yeah.

• 11:57Olivia Moore?

  And then find themselves actually publishing and using something.

• 12:00Justine Moore?

  Yes.

• 12:01Olivia Moore?

  And buying more credits and upgrading to the next plan, which is exciting. It's interesting, though, on that point, for both lovable and Replit, we can independently see traffic to the sites where you vibe code things. So that's where, like, you or I would go.

• 12:15Justine Moore?

  Because they're hosted on, they're hosted on like lovable.app.

• 12:18Olivia Moore?

  Yeah, so you can see traffic for everything people are making with lovable and Replit. And then separately, traffic to lovable and Replit, which are the people making things. And in both cases, the people making things traffic is much higher than the traffic to the things that they are making.

• 12:34Justine Moore?

  Yes.

• 12:34Olivia Moore?

  Which suggests one of two things. One, it could be that people who are making serious, high-traffic websites.

• 12:40Justine Moore?

  Yes.

• 12:41Olivia Moore?

  Are buying domains for them.

• 12:43Justine Moore?

  A custom domain, so they no longer pop up under the lovable or the Replit domain in this data.

• 12:48Olivia Moore?

  So their traffic would not get included.

• 12:50Justine Moore?

  Yeah.

• 12:50Olivia Moore?

  Or it could be the case that people are building almost personal software, software for themselves with these vibe coding platforms.

• 12:57Justine Moore?

  Yeah.

• 12:57Olivia Moore?

  So they might publish them and not get a lot of hits, but they're extremely valuable to the individual user or maybe the user's family and friends.

• 13:04Justine Moore?

  And I'm curious, have we seen anything yet in vibe coding coming to mobile? Like, are there

• 13:09Olivia Moore?

  Not yet.

• 13:10Justine Moore?

  Interesting.

• 13:11Olivia Moore?

  There's a couple of companies, startups, that we've seen, but none of them ranked high enough to get a spot on this list this time.

• 13:16Justine Moore?

  Yeah, it will be super interesting to see the next edition of the list.

• 13:19Olivia Moore?

  Maybe for the next edition, for sure.

• 13:20Justine Moore?

  If any of those start popping up in the top 50. It's hard to displace the companionship and the AI girlfriend ones, for sure.

• 13:26Olivia Moore?

  Yes.

• 13:26Justine Moore?

  But maybe a vibe coding one can do it.

• 13:28Olivia Moore?

  Yes. No, it's actually a good point because we did, on the point of displacement, for the first time, we ranked what I'm calling our AI All-Stars.

• 13:36Justine Moore?

  Cool.

• 13:36Olivia Moore?

  So this is across five lists. What are the companies that have made the list every single time?

• 13:41Justine Moore?

  Amazing.

• 13:42Olivia Moore?

  Which is hard to do because this dates back two years now. So there's 14 of these companies. So we have ChatGPT, not a surprise, Perplexity and Poe all made the list in what I call kind of general LLM assistants.

• 13:56Justine Moore?

  Right.

• 13:57Olivia Moore?

  Then we have Character AI and companionship.

• 14:00Justine Moore?

  Yeah.

• 14:00Olivia Moore?

  They've made it on both web and mobile. We've got Midjourney, Photo Room, Leonardo, Cutout Pro, Veed and 11 Labs. And Creative Tools. We have Quillbot and Gamma in productivity. And then we have Hugging Face and Civit AI in model hosting.

• 14:16Justine Moore?

  And so those have made the web list for every single one?

• 14:19Olivia Moore?

  The web list for every single, every, all five of the versions we've done of this now.

• 14:23Justine Moore?

  Amazing.

• 14:24Olivia Moore?

  It's funny, looking back at the very first list, because I think we had this question of, is it only going to be companies that invest tens of millions of dollars into proprietary models?

• 14:34Justine Moore?

  Right.

• 14:34Olivia Moore?

  That are able to hold consumer attention?

• 14:37Justine Moore?

  Yeah.

• 14:37Olivia Moore?

  But now, when we look at these 11 All-Stars, more than half of them are actually hosting or using other people's models or are model aggregators.

• 14:46Justine Moore?

  Right.

• 14:46Olivia Moore?

  And so I think that speaks to the fact that in consumer AI, the UI and the product experience matters just as much as the model, especially when so many amazing models are now API available or open source.

• 14:59Justine Moore?

  If you think of some of those properties, too, some of them have built really deep and interesting workflows around creating content, even if they don't have their own model.

• 15:07Olivia Moore?

  Yeah.

• 15:07Justine Moore?

  Some of them are also starting to see what I would say are sort of the first kind of non-data network effects in AI.

• 15:13Olivia Moore?

  Mm-hmm.

• 15:14Justine Moore?

  Especially things like Hugging Face and Civit AI, where you have these communities where people are hosting tons of models or LoRAs or data sets. They're commenting on them, they're ranking them, they're spitting up many apps that you can only access on their website. So it's pretty cool to see both of those kind of make the list over and over again and show that you can maybe have network effects in AI.

• 15:36Olivia Moore?

  Yeah, I think you could argue too, 11 Labs is the same, where people can publish their voices on 11 for other people to use.

• 15:42Justine Moore?

  The voice libraries, I hear that all the time from people that one of the reasons they love using 11 is there's thousands and thousands of voices you can choose from. And that's because so many folks have uploaded voices to the voice library.

• 15:54Olivia Moore?

  You could even argue the same is true for ChatGPT or Midjourney.

• 15:57Justine Moore?

  Yep.

• 15:58Olivia Moore?

  Where the more user data they get, the better models they can train, which then makes the product better and attracts more users. And it's a whole virtuous cycle.

• 16:05Justine Moore?

  Yeah, I think that is the natural assumed network effect for AI, which is kind of more users, more data, more feedback, better models. But I know a lot of folks are wondering like, where are the network effects beyond that? Which is why I was particularly interested in like the Hugging Faces, Civit AIs of the world, things like the 11 Voice Library.

• 16:23Olivia Moore?

  Yeah, we're even starting to see in some cases, Gamma is a good example of this on the list, 11 is another good example, same with Photo Room. These consumer AI properties are almost graduating to enterprise usage with things like team plans, templating, you know, design libraries. And then it becomes something that can spread organically through a team and that a whole organization can benefit from. And the more you invest into building out, say, your templated slide deck on Gamma, the harder it is to kind of churn and move over to another platform, so.

• 16:52Justine Moore?

  Yeah, I think that's one thing that a lot of people didn't expect with a lot of these, especially creative tools or productivity tools, that I try to tell founders all the time is like, there's so many AI enthusiasts now. Some are tourists, but some have real use cases. And often with companies like 11, we will see one individual signs up, they try it out, they see if they like it or not. And then that individual actually becomes like their own self-serve enterprise sale. Like they bring it into their company, they make the case for it. And then it's so easy for And then they go to the business and they're like, hey, we actually have 10 or 15 or 20 users on individual plans. Like, we should have some sort of enterprise level contract here,

• 17:35Justine Moore?

  which makes it a lot easier for these AI companies to grow than the traditional top-down sales that enterprise software had to do, where you had to go in and get approval from 10 different people and then convince the employees to use the product.

• 17:47Olivia Moore?

  Yeah.

• 17:47Justine Moore?

  Versus this bottoms-up adoption that we're seeing with a lot of these freemium AI products that start in consumer feels very cool and unique.

• 17:55Olivia Moore?

  Yeah, and that in turn supports more consumer growth because then someone on a team will adopt it because their other team member had it. And then they'll bring it home and use it for a project and it'll spread to their friends and their kids. And yeah, I expect we'll continue to see more prosumer enterprise representation on this consumer AI list.

• 18:13Justine Moore?

  So this, as you've mentioned, is the fifth edition of the list. I'm curious, reflecting back on all of the past editions, what are your biggest takeaways? And do you have any hot takes or predictions for what we're going to see in the next few lists?

• 18:25Olivia Moore?

  Yeah, I would say looking at the list now and then looking back, I really can appreciate now that the first list or two was total chaos in the sense of half the list was new every time, if not more.

• 18:38Justine Moore?

  And the traffic was fluctuating so wildly.

• 18:40Olivia Moore?

  Yes.

• 18:41Justine Moore?

  And there's often, you know, like a two-week to one-month delay between when the data happens and when we get it through the data sources. And so founders would be contacting us angry like, hey, I'm actually ahead of this other property now. I should be number two instead of number five, just because the data sources had a little bit of a lag and things were so volatile back then.

• 19:02Olivia Moore?

  Things were changing so rapidly. I would say that, as you said, companionship and general LLM assistance, like ChatGPT and then creative tools were kind of the three categories that were working two years ago. And anything else that popped up on the list, in many cases, was pretty random and would spike one month and be gone the next month.

• 19:21Justine Moore?

  Right.

• 19:21Olivia Moore?

  I would say we've had a lot of stabilization since then. By the third edition of the list, we started seeing things that weren't just image and text.

• 19:29Justine Moore?

  Yeah.

• 19:29Olivia Moore?

  We started seeing video, we started seeing music, which was really exciting. The fourth and fifth editions of the list, we still have some breakouts, but we're also starting to see the list kind of normalize.

• 19:42Justine Moore?

  Right, you said 11 new on the web for this time versus 17 last time.

• 19:47Olivia Moore?

  Exactly. So even list over list. And there's fewer newcomers. There's a clear list of all-stars. And the newcomers that we are seeing are kind of clustered around many of the same themes, like vibe coding and companionship on this edition of the list.

• 20:03Justine Moore?

  I'm kind of bought into this all-stars concept now. Like, we should maybe make jerseys for it or something.

• 20:07Olivia Moore?

  I know. And I'm very-

• 20:09Justine Moore?

  I'm proud of them.

• 20:09Olivia Moore?

  I hope that they are proud of themselves. And I hope that they're rooting for themselves to remain on the list.

• 20:14Justine Moore?

  We should send them, like, trophies or something.

• 20:15Olivia Moore?

  We should. We absolutely should. I would say when I'm looking for the next five lists, there's a couple of things that I have top of mind.

• 20:22Justine Moore?

  Yeah.

• 20:23Olivia Moore?

  Our partner, Anish, wrote an article about how AI products are kind of verticalizing, even within these general products. Like, you'll go use Gemini for one thing, and Claude for one thing, and ChatGPT for another thing, perplexity for another thing. I would expect that to continue. We're not seeing that this is necessarily a race that ChatGPT is running away with, especially on mobile. People have lots of different use cases.

• 20:45Justine Moore?

  Right.

• 20:45Olivia Moore?

  Grok, we didn't talk about Grok yet.

• 20:47Justine Moore?

  Yeah.

• 20:47Olivia Moore?

  But they had a big debut on both the web and the mobile list this time around, which was super exciting.

• 20:52Justine Moore?

  And they popped up near the end of the period.

• 20:54Olivia Moore?

  Exactly.

• 20:55Justine Moore?

  Right? In terms of when Grok 4, the companions and the image and video, I imagine is what drove a lot of the growth in the Grok app.

• 21:03Olivia Moore?

  Exactly, yeah. And Grok debuted, actually, in the top five at number four on the web list.

• 21:07Justine Moore?

  Wow, on the web list?

• 21:09Olivia Moore?

  Yeah, which is pretty surprising and exciting for them. We also saw Meta AI start to make a little bit of a dent this time around. Not on the mobile list, but on the web list as well.

• 21:18Justine Moore?

  They have a web I should look into this.

• 21:19Olivia Moore?

  Yeah, exactly. So, we're still seeing, I think, things heat up, even in this space where you might guess that ChatGPT has kind of run away with it.

• 21:27Justine Moore?

  For sure.

• 21:28Olivia Moore?

  I would say the other thing I'm expecting to see in the next two lists in particular.

• 21:32Justine Moore?

  Yeah.

• 21:32Olivia Moore?

  On the other end of the spectrum from creative tools, where hallucinations are the feature.

• 21:37Justine Moore?

  Yeah.

• 21:38Olivia Moore?

  There's, like, productivity prosumer tools, where hallucinations are a real problem.

• 21:43Justine Moore?

  Right.

• 21:43Olivia Moore?

  So, these are things that can make spreadsheets, slide decks for you, build financial models, answer emails. We're finally seeing both model reliability and kind of workflow and UI

• 21:53Justine Moore?

  Yeah.

• 21:54Olivia Moore?

  get to a point where these products are exploding in revenue, and I think they're going to explode in usage as well.

• 21:59Justine Moore?

  For sure.

• 22:00Olivia Moore?

  So I'm excited to see more in the prosumer product category on the next version of the list. Manus made it this time.

• 22:05Justine Moore?

  Yeah.

• 22:06Olivia Moore?

  Perplexity Comet has its own domain, I would expect might make it. Gen Spark is another one that I might expect to see on future versions of the list.

• 22:14Justine Moore?

  I think one really interesting thing that people sometimes don't realize about more of these professional-ish use cases, you know, financial modeling, like you mentioned, or coming up with a presentation, or, you know, doing a formal pitch or doc or whatever, is all of the evolution that we're seeing on the foundation model side, like, you know, Grok 4, the new version of Claude, GPT-5, like, those aren't just sort of in their bubble on the side and then the app layer is separate. A lot of these applications are powered by all of those models. So as those models get better at things like math and logic and reasoning, they have less issues with hallucinations. Like, that naturally supercharges all of these products that are in the kind of productivity, prosumer, accuracy is important space.

• 22:59Olivia Moore?

  Exactly.

• 23:00Justine Moore?

  And I imagine we'll reach a point where it tips them over from like, oh, this was cool, but it was inaccurate too much for the time, so I can't really use it, to like, oh, this is now good enough that like, it can do a lot of stuff for me and I am willing to use it.

• 23:12Olivia Moore?

  Yeah, I think that's a great example. Even things like GPT-5 release being very good at consumer health questions.

• 23:19Justine Moore?

  Yes.

• 23:19Olivia Moore?

  We might expect to see a wave of new and more reliable consumer health products on web or mobile on the next version of the list.

• 23:25Justine Moore?

  Yeah, I was thinking about what categories we didn't see a lot of that we might expect to see in the future.

• 23:30Olivia Moore?

  More ed tech, I think.

• 23:31Justine Moore?

  For sure, ed tech, because ed tech is another one where it's important to not have a ton of hallucinations.

• 23:35Olivia Moore?

  Personal finance is one where we haven't seen a lot on either web or mobile, but I expect to see a bunch more on mobile since it's such a big category there.

• 23:42Justine Moore?

  Social.

• 23:43Olivia Moore?

  Yep.

• 23:43Justine Moore?

  I think there's been a lot of people wondering, when are we going to see the first big AI-native social platform? Which some could argue is now Facebook, which has largely been taken over by Boomer AI images. But I personally think there's going to be at least one. Probably multiple separate ones. And honestly, Grok is sort of kind of making a case there.

• 24:01Olivia Moore?

  Yeah.

• 24:02Justine Moore?

  And being a social platform. I think health, health is a great example, a great category. Or some of these more structured coaching, therapy, wellness types of things that I think a lot of people use ChatGPT for today, but probably deserve to exist in separate products that will hopefully make the list in the future.

• 24:18Olivia Moore?

  Yeah, I agree. My biggest takeaway actually from every version of the list is that as with everything else in consumer, there's so much randomness. And if we were able to perfectly predict the next great consumer product, there'd be hundreds of people out there building it. So just like vibe coding nine months ago was a completely unexpected category to pop up on the list. I'm sure there will be one or two more in the next few editions, which is really exciting to think about.

• 24:42Justine Moore?

  Amazing. So we gotta stay tuned for the sixth edition, it sounds like.

• 24:44Olivia Moore?

  Exactly. Click through to check out the full version of the list, which is out now. We'd also love to hear in the comments what your favorite product or company is that made the list this time.

• 24:54Justine Moore?

  Or if you have any products you use all the time that you were shocked to find did not make the list, we'd particularly love to hear about those.

• 25:01Olivia Moore?

  And we'll see you in six months for the next one.

• 25:06Erik Torenberg?

  Thanks for listening to the A16Z Podcast. If you enjoyed the episode, let us know by leaving a review at ratethispodcast.com/a16z. We've got more great conversations coming your way. See you next time. As a reminder, the content here is for informational purposes only, should not be taken as legal, business, tax, or investment advice, or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any A16Z fund. Please note that A16Z and its affiliates may also maintain investments in the companies discussed in this podcast. For more details, including a link to our investments, please see a16z.com/disclosures.