Inside a16z’s Top 100 AI Apps Report with Olivia Moore

1. 0:00 – 4:18

   Introduction

   1. AAAnish Acharya0:00

      [gentle music] Olivia, welcome.

   2. OMOlivia Moore0:05

      Thanks for having me.

   3. AAAnish Acharya0:06

      It's the most exciting time of the year, which is the top one hundred report is coming out today, I think. Is that right?

   4. OMOlivia Moore0:12

      Yep.

   5. AAAnish Acharya0:12

      It's been six editions-

   6. OMOlivia Moore0:13

      Yeah

   7. AAAnish Acharya0:13

      ... over three years. Talk to us about what's the same, what's changed, what's your excitement level, what's up with the report?

   8. OMOlivia Moore0:20

      Yeah. I- in many ways, like, so much has changed, and there's been just an incredible amount of growth since the first time we put out this list in 2023. On the other hand, from, like, a macro level, we're still so early. Like, ChatGPT is by far the biggest global AI product, and still only 10% of the global population is using it on a weekly active basis. So there's, like, a lot more to come. I do think this past six months has been maybe my favorite time and the most exciting time because of the shifts that we've seen. Um, one of them has been that the race for the consumer is really heating up. So ChatGPT, of course, but also Gemini and Claude are kind of doubling down on their own ICP within consumer and prosumer. And I think we're starting to see how these platforms might have compounding advantages over time. And so that makes it especially kind of existential or interesting of who is acquiring the most users. And then on a related note, this was actually the first issue that we included products that were non-AI native but are now majority AI-enabled, so things like Canva, Notion, Freepik. Notion actually announced that now they think half of their new ARR is driven by AI-first features, which is very cool. And then lastly, I think we've seen a big expansion of AI outside of just, like, the website or app prompt box. So we have all of the browsers that have come out, like, you know, Dia, Comet, Atlas. We have Claude in Excel, PowerPoint, and Chrome. And then we have desktop apps like Cursor, WhisperFlow, Granola. Um, and so there's been just a really kind of exciting explosion in the ways that people are using AI.

   9. AAAnish Acharya1:58

      So exciting. There's a ton to cover here. So let's start with the big foundation models. Can you talk a bit about what you think are the respective areas of specialization for Gemini, Claude, and then, of course, ChatGPT? Because it feels like it's been a rising tide story more than these models trading off with each other.

   10. OMOlivia Moore2:13

       Yes. I agree. Despite the, despite the drama maybe of the past week-

   11. AAAnish Acharya2:17

       [laughs]

   12. OMOlivia Moore2:17

       ... where we have Katy Perry taking sides on Twitter-

   13. AAAnish Acharya2:19

       Uh-oh

   14. OMOlivia Moore2:20

       ... in the LLM war-

   15. AAAnish Acharya2:20

       Never good

   16. OMOlivia Moore2:21

       ... which is something that I-

   17. AAAnish Acharya2:22

       [laughs]

   18. OMOlivia Moore2:22

       ... didn't ever see coming. I think at a base level still, if you look at AI usage, like, ChatGPT is a very, very clear winner. So on web, they're two point seven times bigger than Gemini. On mobile, they're two point five times bigger than Gemini. And then despite, again, like, the kind of tech Twitter discourse, um, Claude, they're almost 30 times bigger than Claude on web-

   19. AAAnish Acharya2:45

       Wow

   20. OMOlivia Moore2:45

       ... and almost 80 times bigger than Claude on mobile. So we had seen that Sam Altman tweet back in the Super Bowl ad wars era.

   21. AAAnish Acharya2:51

       The Texas tweet.

   22. OMOlivia Moore2:52

       Yes.

   23. AAAnish Acharya2:53

       [laughs]

   24. OMOlivia Moore2:53

       He was like, "We have more people using ChatGPT free version in Texas than Claude has, like, all users globally," which is true.

   25. AAAnish Acharya3:00

       Mm-hmm.

   26. OMOlivia Moore3:01

       Um, that being said, I think we are seeing... I don't think bifurcation is the qu- is the right word, but maybe expansion in the number of products people are using and what they're using different products for, uh, which has kind of changed the market share a little bit. Claude in particular has really doubled down on prosumer with things like CoWork, Claude Code, Claude in Excel and PowerPoint. If you actually look at the app stores that are emerging on Claude and ChatGPT, they both have two hundred plus apps, but there's only 11% overlap. Like, Claude is very much doubling down on, like, premium data sources, research tools, science tools, financial data. And ChatGPT is really doubling down on, like, consumer marketplaces, travel, nutrition, consumer finance, things like that. Um, and then Gemini is kind of in its own little corner as well. [laughs]

   27. AAAnish Acharya3:50

       [laughs]

   28. OMOlivia Moore3:50

       And the traction has largely been driven by creative tools there. So if you look at their kind of active users and paying users, it's nearly perfectly correlated to releases of like Veo 3, NanoBanana 1, NanoBanana Pro, NanoBanana 2. Um, they're doing a little more on prosumer. They're adding AI to, uh, Gmail, Sheets, Calendar.

   29. AAAnish Acharya4:11

       Mm-hmm.

   30. OMOlivia Moore4:12

       Um, but, but that's all being captured by, like, their existing products versus, like, a net new experience.

2. 4:18 – 9:12

   The App Store Dynamic and Monetization Strategies

   1. AAAnish Acharya4:18

      Maybe let's dig into the App Store dynamic a little bit-

   2. OMOlivia Moore4:20

      Yes

   3. AAAnish Acharya4:20

      ... because that's so fascinating. Can you talk about the bull case for ChatGPT with I think what they call the apps directory?

   4. OMOlivia Moore4:26

      Yeah. Yeah. I think the approach we're seeing with ChatGPT, and, and Sam said this himself on Twitter, is like, "We wanna be the AI for everyone." And that means that they're trying to acquire every consumer, and they'll monetize them in different ways. So, like, I think Claude has been very clear that they're just gonna monetize via subscriptions, which is great for people and companies who can pay for subscriptions, but it won't be everyone.

   5. AAAnish Acharya4:48

      Mm-hmm.

   6. OMOlivia Moore4:48

      And I think you see that with the plug-ins that they're leaning into, which are, like, paid high ACV, like, work data tools or data sources.

   7. AAAnish Acharya4:55

      Similar web, things like that.

   8. OMOlivia Moore4:57

      Yeah, things like that.

   9. AAAnish Acharya4:58

      Yes.

   10. OMOlivia Moore4:58

       Like PitchBook, like-

   11. AAAnish Acharya4:59

       Right

   12. OMOlivia Moore4:59

       ... things that you would use if you're an investor or a scientist, a mathematician. Um, and ChatGPT, I think, is going more of the somewhat of a Google-type approach in that, um, they're building things that, like, the average person will want to use.

   13. AAAnish Acharya5:14

       Mm-hmm.

   14. OMOlivia Moore5:15

       And maybe a smaller percentage of those convert to subscriptions right now, but they will be able to monetize those people through ads and probably also, I would guess, through transactions. Like, if they're building the gateway to, like, um, book a trip or do all of these other kind of long-tail consumer purchases-

   15. AAAnish Acharya5:34

       Mm-hmm

   16. OMOlivia Moore5:35

       ... hypothetically, they should eventually be able to take some kind of cut of that, at least for, for the traffic that they're driving. And so I think that that is the, the bull case for the ChatGPT App Store that isn't yet showing up in the data that will probably become, like, even more evident in the next year or two.

   17. AAAnish Acharya5:52

       Yeah, it's really interesting 'cause it touches on your point in the report about compounding advantages-

   18. OMOlivia Moore5:56

       Yeah

   19. AAAnish Acharya5:56

       ... and how context compounds. Can you talk a little bit about that concept, and then what's your proxy in terms of a metric for it? Is it session time?

   20. OMOlivia Moore6:03

       Yeah.

   21. AAAnish Acharya6:03

       Is it number of sessions? Is there, is it the amount of data you've provided, or is there something else?

   22. OMOlivia Moore6:07

       Yeah. This is a really exciting question to me because I think thus far with these horizontal LLMs like ChatGPT, Claude, Gemini, Perplexity, we've kind of lived in a world where the context and the memory is somewhat easily exportable. Like Claude ran a campaign around this recently. But I think there's gonna be increasing lock-in, and I do think that probably actually benefits the broader, more horizontal tools like ChatGPT for a few reasons. So I think, one, we've already seen ChatGPT focus on or start to build out products where you interact with other people on them through the platform, so the group chats. Like imagine if you, if there's an even more successful version of ChatGPT group chats-

   23. AAAnish Acharya6:49

       Mm-hmm

   24. OMOlivia Moore6:50

       ... and all of your friends are on there, then if you wanted to churn from ChatGPT, you'd also have to convince them all to go over to another product.

   25. AAAnish Acharya6:55

       Classic network effect.

   26. OMOlivia Moore6:56

       Exactly.

   27. AAAnish Acharya6:57

       Mm-hmm.

   28. OMOlivia Moore6:57

       I would say the second one is kind of also like an Apple-Google comparison in that as these app stores emerge, it is likely that developers might start to concentrate their time and effort in who they build for in the most sophisticated way, who they ship to first-

   29. AAAnish Acharya7:14

       Mm-hmm

   30. OMOlivia Moore7:14

       ... um, depending on who has the most users, or maybe in some cases who's the most willing to pay, but for a lot of these consumer tools it'll be who has the most users. So I think that also benefits ChatGPT. And then the other thing probably that I'm most excited for this year that Sam, uh, Altman had kind of hinted at is this like authentication with ChatGPT layer.
3. 9:12 – 11:33

   Google's Gemini Comeback and the DeepMind Creative Push

   1. AAAnish Acharya9:12

      Well, maybe actually switching gears to Gemini for a moment. You know, I think about the kind of just the vibes around Google-

   2. OMOlivia Moore9:19

      Mm-hmm

   3. AAAnish Acharya9:19

      ... with their early AI products, Bard-

   4. OMOlivia Moore9:21

      Yes

   5. AAAnish Acharya9:21

      ... which they'll never live down, um-

   6. OMOlivia Moore9:24

      Some tough times there

   7. AAAnish Acharya9:24

      ... to where we are today with products like NanoBanana.

   8. OMOlivia Moore9:27

      Yeah.

   9. AAAnish Acharya9:27

      Like even naming it NanoBanana is such a perfect microcosm for how far Google has come.

   10. OMOlivia Moore9:32

       Yeah.

   11. AAAnish Acharya9:33

       And it seems like they have a lot of intentions around multimodality.

   12. OMOlivia Moore9:35

       Yeah.

   13. AAAnish Acharya9:36

       What's your assessment of their approach?

   14. OMOlivia Moore9:38

       I've been impressed. Um, I think they have been hesitant, maybe in some ways more hesitant, in same ways as exactly what we would expect, so to, to kind of bake AI into the core features because there's a risk of either like cannibalizing their own product or like there are so many people who are, have used these tools for 10, 20, 30, 40 years. And so s- the, the switching cost there is like a little bit high. They don't wanna scare users when AI is suddenly popping up in everything, which I understand. Um, but what they've done a really, really good job at is these new creative products that are basically very model driven from the, the DeepMind team, who I think is generally fantastic.

   15. AAAnish Acharya10:20

       Mm-hmm.

   16. OMOlivia Moore10:20

       I think NotebookLM was actually the first look at this, and that was something truly new in like consumer AI audio. Um, and now we have the image and video models. Um, so in some ways with a big company like this, they kind of have to get over, get out of their own way in terms-

   17. AAAnish Acharya10:35

       Mm-hmm

   18. OMOlivia Moore10:35

       ... of being able to actually innovate.

   19. AAAnish Acharya10:37

       Yeah.

   20. OMOlivia Moore10:38

       And it seems like they are, but you also worked at Google, so I'd be curious for your take.

   21. AAAnish Acharya10:41

       Well, it, it's interesting to just... Y- I'm glad you brought up Notebook 'cause Notebook is sort of this greenfield area within product area within the company-

   22. OMOlivia Moore10:48

       Yeah

   23. AAAnish Acharya10:48

       ... so you don't have 10 VPs fighting over it.

   24. OMOlivia Moore10:50

       Yeah.

   25. AAAnish Acharya10:50

       And as a result, I think just the progress on Notebook has been tremendous. You know, they just launched-

   26. OMOlivia Moore10:54

       Mm

   27. AAAnish Acharya10:54

       ... a video generation feature-

   28. OMOlivia Moore10:56

       Yeah

   29. AAAnish Acharya10:56

       ... that helps visually demonstrate all the concepts in your sort of workspace, which is cool. Conversely, when you look at the existing product surfaces like Sheets or Docs, there's just so much one sort of momentum and inertia from the past, but then management overhead-

   30. OMOlivia Moore11:12

       Yes
4. 11:33 – 17:55

   Global AI Adoption: Russia, China, and the Per Capita Heat Map

   1. AAAnish Acharya11:33

      You know, implicit in this conversation as we experience and talk a lot about AI in the West.

   2. OMOlivia Moore11:38

      Yeah.

   3. AAAnish Acharya11:39

      Talk a bit about the sort of global AI trends. There was a few surprising things-

   4. OMOlivia Moore11:42

      Yeah

   5. AAAnish Acharya11:42

      ... I saw in there.

   6. OMOlivia Moore11:43

      We, uh, kind of expanded our scope in terms of what we looked at for this report, which ended up being like very fun and interesting. Um-Two things that are, are, are probably obvious, uh, in terms of how they differ from the rest of the world, uh, would be Russia and China. So Russia, I think China everyone knows, like a ton of AI products are kind of censored or banned, and so almost all of the usage... They actually have the lowest combined ChatGPT and Gemini usage of any country. It's only 15%.

   7. AAAnish Acharya12:13

      Wow.

   8. OMOlivia Moore12:13

      So they're mostly using like Doubao, which is made by ByteDance.

   9. AAAnish Acharya12:17

      Mm-hmm.

   10. OMOlivia Moore12:17

       DeepSeek, Kuen, Kimi, those kinds of models.

   11. AAAnish Acharya12:20

       Mm-hmm.

   12. OMOlivia Moore12:21

       The somewhat of a surprise to me was that Russia actually is a very, very similar story, where they have also their own kind of parallel AI ecosystem-

   13. AAAnish Acharya12:28

       Mm-hmm

   14. OMOlivia Moore12:29

       ... out of necessity because they have some level of sanct-sanctions and, and things like that that prevent them from using all the US-based tools. Um, so we've seen products like GigaChat and Yandex, which are Russia-specific, built by Russian, often state-affiliated companies-

   15. AAAnish Acharya12:45

       Mm-hmm

   16. OMOlivia Moore12:46

       ... have big, big usage there, and then DeepSeek. So Russia's the number two market for DeepSeek after, after China.

   17. AAAnish Acharya12:52

       Crazy.

   18. OMOlivia Moore12:52

       And so if you look at the kind of like per country adoption data, like yes-

   19. AAAnish Acharya12:57

       Mm-hmm

   20. OMOlivia Moore12:57

       ... there's some blips where like this country uses Claude a little bit more, this country uses Gemini a little bit more.

   21. AAAnish Acharya13:03

       Mm-hmm.

   22. OMOlivia Moore13:03

       But the two huge outliers are Russia and China, and those are like big, big markets. [chuckles]

   23. AAAnish Acharya13:08

       Yes.

   24. OMOlivia Moore13:08

       And so I think it's worth watching what's going on there.

   25. AAAnish Acharya13:10

       It's interesting though because both Russia and China, they're outliers because of restrictions around-

   26. OMOlivia Moore13:14

       Yeah

   27. AAAnish Acharya13:14

       ... how models can be used and, and maybe cultural preferences. Are there th- any other countries that have geo-specific trends, or is this a sort of global AI behavior set?

   28. OMOlivia Moore13:24

       Yeah. I would say in terms of like model development, proprietary model development that allows you to de- to deploy proprietary AI products-

   29. AAAnish Acharya13:33

       Mm-hmm

   30. OMOlivia Moore13:34

       ... most of that research is coming out of the US and China, maybe a little bit out of-
5. 17:55 – 20:51

   The Evolution of Creative Tools

   1. OMOlivia Moore17:55

      enough.

   2. AAAnish Acharya17:55

      Talk a bit about the evolution of creative tools-

   3. OMOlivia Moore17:58

      Yeah

   4. AAAnish Acharya17:58

      ... and how much do you think that that... Is that a reflection of culture? Is that driving culture? When do we cross that threshold?

   5. OMOlivia Moore18:04

      The creative tools trend has been fascinating. Um, I mean, obviously the first big generative AI product was actually Midjourney, which came out before-

   6. AAAnish Acharya18:12

      Mm-hmm

   7. OMOlivia Moore18:12

      ... ChatGPT.

   8. AAAnish Acharya18:13

      True.

   9. OMOlivia Moore18:13

      Um-

   10. AAAnish Acharya18:13

       That's right. Yeah

   11. OMOlivia Moore18:14

       ... and in, in our first few editions of the list, it was very much dominated by creative tools. Um, and the... I've said this before, but the creative tools benefit from kind of hallucination of the early models, um, because they produce things that are more kind of surprising or beautiful or original. Um, and so for a while, that... those were the only things working [chuckles] in-

   12. AAAnish Acharya18:33

       Mm-hmm

   13. OMOlivia Moore18:33

       ... consumer AI, really. Um, now it's shifted a lot. Creative tools are still a huge chunk of the list, but, like, the type of creative tool that is a standalone big business has changed. Um, I would say the biggest change is we're seeing fewer standalone image generators.

   14. AAAnish Acharya18:50

       Mm-hmm.

   15. OMOlivia Moore18:51

       A lot of this activity, if you're making, like, a basic commodity image, like, you know, a meme or a basic marketing image or an infographic-

   16. AAAnish Acharya18:59

       Mm-hmm

   17. OMOlivia Moore18:59

       ... like, the core models in ChatGPT and Gemini are quite good at those things now.

   18. AAAnish Acharya19:04

       Yeah.

   19. OMOlivia Moore19:05

       So the products that are still surfacing on the list, like an Ideogram-

   20. AAAnish Acharya19:08

       Mm-hmm

   21. OMOlivia Moore19:08

       ... um, or a Midjourney, are either very aesthetically opinionated or they have very more sophisticated workflows that you can't get on something like a, like a ChatGPT. Um, contrasting that, I would say, like, music, voice, video-

   22. AAAnish Acharya19:26

       Mm-hmm

   23. OMOlivia Moore19:26

       ... all seem to be things that the model, the biggest model companies have maybe invested less in.

   24. AAAnish Acharya19:31

       Mm-hmm.

   25. OMOlivia Moore19:31

       And so we've seen players like Suno in music and ElevenLabs in voice-

   26. AAAnish Acharya19:35

       Yeah

   27. OMOlivia Moore19:36

       ... kind of completely break out and rise to top 20, top 15 on the list, and then, like, hold their spot there over time.

   28. AAAnish Acharya19:43

       Right.

   29. OMOlivia Moore19:43

       And then there's, like, a compounding lock-in from, like, the community and, you know, the big base of enterprise customers and all of that. Um, video is where I have the most questions. OpenAI has been investing in it with Sora-

   30. AAAnish Acharya19:57

       Mm-hmm
6. 20:51 – 24:53

   Sora's Social Experiment: A Million Users Faster Than ChatGPT

   1. AAAnish Acharya20:52

      Um, Sora's really interesting to me-

   2. OMOlivia Moore20:54

      Yeah

   3. AAAnish Acharya20:54

      ... because it represented both a sort of, a big step forward in the model, but also a really ambitious experiment around social. And there was data in the early days of Sora, like the percentage of people that were creating-

   4. OMOlivia Moore21:05

      Mm-hmm

   5. AAAnish Acharya21:05

      ... which was dramatically, 10X higher than we'd seen before.

   6. OMOlivia Moore21:07

      Yeah.

   7. AAAnish Acharya21:08

      You know, what's your kind of assessment of the Sora social pr- effort versus the model effort?

   8. OMOlivia Moore21:12

      Yeah.

   9. AAAnish Acharya21:12

      And where do you see that going?

   10. OMOlivia Moore21:14

       Sora is so fascinating, and I think was a very, um, interesting early experiment that I think taught us all a lot about kind of both creative tools, but also maybe more importantly, what consumer social in the AI era might look like.

   11. AAAnish Acharya21:27

       Mm-hmm.

   12. OMOlivia Moore21:27

       So by the numbers, they had a massive launch. They were number one on the App Store, the US App Store, for 20 consecutive days-

   13. AAAnish Acharya21:33

       Wow

   14. OMOlivia Moore21:33

       ... which is very hard to do. It means-

   15. AAAnish Acharya21:34

       It's crazy. [laughs]

   16. OMOlivia Moore21:34

       ... you're probably getting... To be number one on the App Store, you probably have to get these days 150,000 daily downloads.

   17. AAAnish Acharya21:40

       Wow.

   18. OMOlivia Moore21:40

       So it's, like, a high download volume. Um, and they actually hit a million users faster than ChatGPT itself.

   19. AAAnish Acharya21:46

       Wow.

   20. OMOlivia Moore21:47

       So, like, huge launch. And actually, I think what a lot of people underestimate is it still has very significant usage.

   21. AAAnish Acharya21:54

       Right.

   22. OMOlivia Moore21:54

       So 3 million DAUs per Sensor Tower, um, which is not bad at all. What, what has dropped off about Sora is the new downloads. So there may be... They peaked at, like, 6 million a month in November. It's looking like a million and a half now. Um, I think the... what has really worked about Sora is that it's a very good video model.

   23. AAAnish Acharya22:13

       Mm-hmm.

   24. OMOlivia Moore22:14

       And they kind of innovated and introduced this concept of cameos, which is where a real person can grant their likeness to Sora so that they and others can generate videos of them.

   25. AAAnish Acharya22:24

       Yeah.

   26. OMOlivia Moore22:24

       So, like, a lot of people in the early days were doing, like, meme videos of their friends. Like, Jake Paul went viral 'cause he was the first big celebrity to, like, lean into Sora. So you were seeing-

   27. AAAnish Acharya22:32

       Love that

   28. OMOlivia Moore22:32

       ... like, insane Jake Paul videos everywhere.

   29. AAAnish Acharya22:34

       Of course it's Jake Paul. [laughs]

   30. OMOlivia Moore22:35

       Yeah. I mean, honestly, good for him.
7. 24:53 – 32:27

   OpenAI Operator: Number One GitHub Stars of All Time

   1. OMOlivia Moore24:53

      I think the really interesting thing about OpenClaw is the usage has just continued to accelerate-

   2. AAAnish Acharya24:58

      Mm-hmm

   3. OMOlivia Moore24:58

      ... uh, in the technical community. So now it's, I think, number one GitHub Stars of all time. It passed React, it passed Linux.

   4. AAAnish Acharya25:04

      Wow.

   5. OMOlivia Moore25:04

      It's a really-

   6. AAAnish Acharya25:05

      Passed Linux?

   7. OMOlivia Moore25:05

      Yes.

   8. AAAnish Acharya25:06

      Holy cow.

   9. OMOlivia Moore25:06

      Very impressive.

   10. AAAnish Acharya25:07

       Yeah.

   11. OMOlivia Moore25:08

       But in terms of overall new users, it's kind of plateaued, so we looked at kind of visits to the get started or sign-up page, and that is kind of flat week over week since early February, which I think indicates that, like, it is an amazing product if you're technical.

   12. AAAnish Acharya25:24

       Mm-hmm.

   13. OMOlivia Moore25:24

       It has not yet fully escaped containment to non-technical people-

   14. AAAnish Acharya25:28

       [laughs]

   15. OMOlivia Moore25:28

       ... which of course is, like, a bigger population.

   16. AAAnish Acharya25:31

       Mm-hmm.

   17. OMOlivia Moore25:32

       They were acquired by OpenAI, so if I had to guess, um, or what I'd love to see OpenAI do, is build, like, productize OpenClaw into something that is usable for a mainstream consumer. And I think we've also just seen the ideas behind the OpenClaw architecture inspire so many other founders. Like, how many pitches-

   18. AAAnish Acharya25:51

       Yes

   19. OMOlivia Moore25:51

       ... do we take a day where the founder is like, "I wanna be OpenClaw for this," or-

   20. AAAnish Acharya25:55

       Absolutely

   21. OMOlivia Moore25:56

       ... "OpenClaw made me realize this was possible"?

   22. AAAnish Acharya25:58

       Yes.

   23. OMOlivia Moore25:59

       And so I think we're gonna see OpenClaw itself will continue to succeed and be a massive product, and I'm guessing we'll see more kind of like verticalized focused versions of OpenClaw for different use cases.

   24. AAAnish Acharya26:09

       Yeah, it's so interesting because it feels like one of the things that makes OpenClaw work so well is it can operate across all models-

   25. OMOlivia Moore26:14

       Yeah

   26. AAAnish Acharya26:14

       ... in all directions.

   27. OMOlivia Moore26:15

       Yes.

   28. AAAnish Acharya26:16

       And I sort, you know, I sort of wonder if it dilutes the value of OpenClaw to have it be sole model provided-

   29. OMOlivia Moore26:21

       Yeah, yeah

   30. AAAnish Acharya26:21

       ... and therefore it's sort of counter-positioned against labs.
8. 32:27 – 36:37

   How Teenagers Are Actually Using AI

   1. OMOlivia Moore32:27

      they were the early adopters of all of these products.

   2. AAAnish Acharya32:29

      Incredible.

   3. OMOlivia Moore32:30

      Um, and so there was actually a Pew Research study fairly recently on how teenagers are using AI. Now, finally, I think for the first time, over half of them are admitting to using it for their homework, so the real number is probably like 99.999%.

   4. AAAnish Acharya32:43

      [laughs]

   5. OMOlivia Moore32:44

      But some of them didn't wanna get in trouble with their parents.

   6. AAAnish Acharya32:46

      Uh-huh.

   7. OMOlivia Moore32:47

      Um, 38% are now using it for creative tools.

   8. AAAnish Acharya32:50

      Wow.

   9. OMOlivia Moore32:51

      So editing images, editing video, generating images and video. And then this, like, emerging slightly longer tail, but I think will ultimately be amongst the biggest behaviors, 16% are using it for just, like, casual conversation.

   10. AAAnish Acharya33:05

       Mm-hmm.

   11. OMOlivia Moore33:05

       Like, not the intense companion products, but like-

   12. AAAnish Acharya33:08

       Yeah

   13. OMOlivia Moore33:08

       ... just having someone to talk to. And then 12% are using it for, like, emotional support and advice. I think all of these use cases will, like, asymptote around probably 100% ultimately.

   14. AAAnish Acharya33:20

       Mm-hmm.

   15. OMOlivia Moore33:20

       And so those are behaviors that maybe have been less well-served by products so far and will be going forward, whether it's on a ChatGPT or whether it's on, like, a standalone product. Um, and then the other big thing that I'm looking out for is agents. Like, I think basically they-

   16. AAAnish Acharya33:37

       Are teenage girls gonna use agents? Come on.

   17. OMOlivia Moore33:39

       So here's the thing.

   18. AAAnish Acharya33:40

       [laughs]

   19. OMOlivia Moore33:40

       I think that agents, similar to, like, how in 1990 an internet company was, like, a dot com company, right?

   20. AAAnish Acharya33:46

       Mm-hmm.

   21. OMOlivia Moore33:46

       Or a tech company, like dot com was its own, its own designator.

   22. AAAnish Acharya33:51

       Right.

   23. OMOlivia Moore33:51

       I think that this is what's gonna happen with agents, where ultimately, like, every tech company was a dot com company.

   24. AAAnish Acharya33:56

       Mm-hmm.

   25. OMOlivia Moore33:56

       Like, I think ultimately every AI company, and then every tech company, is going to be an agentic company.

   26. AAAnish Acharya34:02

       Mm-hmm.

   27. OMOlivia Moore34:02

       Because that's just where the models are headed, and if you can deliver outcomes and, and not just kind of inputs to your users as a software product, that's so much more compelling. So yes, I think 13-year-old girls will be using agents, but they will not think of them as agents.

   28. AAAnish Acharya34:17

       [laughs]

   29. OMOlivia Moore34:18

       But I think it does unlock a lot of these other consumer use cases of AI like finance, healthcare, uh, travel planning, complex tr- shopping even, where pre-agents there was just so much data you had to go out and grab-

   30. AAAnish Acharya34:34

       Right
9. 36:37 – 38:17

   Memory as a Core Advantage for AI Products

   1. OMOlivia Moore36:37

      Google has launched something called Personal Intelligence-

   2. AAAnish Acharya36:39

      Hmm

   3. OMOlivia Moore36:39

      ... where it now can pull information it knows about you from your Docs, email, et cetera, to like serve you better-

   4. AAAnish Acharya36:46

      Uh-huh

   5. OMOlivia Moore36:46

      ... with AI across all of the apps. And like I said, it can be a little bit jarring now because many people are talking to AI about everything, personal and professional, and so it can sometimes kind of inadvertently cross the line of like what it knows about you-

   6. AAAnish Acharya37:00

      [laughs]

   7. OMOlivia Moore37:00

      ... uh, to try to help you better, but in the wrong context.

   8. AAAnish Acharya37:03

      Mm-hmm.

   9. OMOlivia Moore37:03

      So I think there's a lot of work to do kind of on like the infrastructure side almost of like how we sort out who someone is in every context.

   10. AAAnish Acharya37:10

       Mm-hmm.

   11. OMOlivia Moore37:11

       Once that is settled, I think that memory will be one of the core advantages for AI products, whether it's their own memory or like ChatGPT lending memory.

   12. AAAnish Acharya37:23

       Mm-hmm.

   13. OMOlivia Moore37:24

       Any product that you start to use two years from now, if it doesn't immediately feel like it knows you-

   14. AAAnish Acharya37:29

       Yeah

   15. OMOlivia Moore37:30

       ... it will feel broken. Like, the concept of like onboarding to a product should not be something that exists in a couple years, and I think that that is something that memory is really gonna enable. I see it personally for myself, where I talk to AI all day.

   16. AAAnish Acharya37:44

       Mm-hmm.

   17. OMOlivia Moore37:44

       I talk to several AIs all day.

   18. AAAnish Acharya37:46

       Mm-hmm.

   19. OMOlivia Moore37:46

       And the way that they interact with me and the kind of value that they're able to provide has been so much higher two or three months in than it is when you start using it.

   20. AAAnish Acharya37:55

       Incredible. Well, I don't know what the future holds, but it's gonna be weird and wonderful. I'm certain of that.

   21. OMOlivia Moore37:59

       I'm excited for it, yes.

   22. AAAnish Acharya38:00

       Olivia, thank you so much. It was super fun to actually have this conversation today and go through the report. Any closing comments?

   23. OMOlivia Moore38:06

       No, I'm just excited for people to read it. There's a lot of interesting data in there next time, and I'm sure it will look wildly different six months from now, so we'll be back then.

   24. AAAnish Acharya38:14

       Really exciting. Well, tell us what you think, and thanks for checking us out.

   25. OMOlivia Moore38:17

       Thank you.

Episode duration: 38:32