The Top 100 Most Used AI Apps in 2025

1. 0:00 – 1:45

   Introduction

   1. JMJustine Moore0:00

      Hi, I'm Justine.

   2. OMOlivia Moore0:01

      And I'm Olivia.

   3. JMJustine Moore0:02

      And welcome back to the a16z podcast. Today, we're gonna 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?

   4. OMOlivia Moore0:17

      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.

   5. JMJustine Moore0:25

      Mm-hmm.

   6. OMOlivia Moore0:25

      And the purpose is just to get a sense of what real consumers are actually using in AI. Uh, so we, as a sample set, we take every website and every mobile app in the entire world.

   7. JMJustine Moore0:35

      Wow.

   8. OMOlivia Moore0:35

      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 SensorTower as these two data sources. And then we grab the top 50 from each of those sources that are AI native companies. Um, so you'll notice that this captures usage, not revenue.

   9. JMJustine Moore0:55

      Mm-hmm.

   10. OMOlivia Moore0:56

       So it's not paid usage only, it's all usage, even people who are using the products for free, which to me gives an even better, and I think, kind of more real sense of what is capturing consumer imagination in AI.

   11. JMJustine Moore1:08

       Totally, yeah, I think a, I feel like a common question we often get, um, as folks who are consumer investors in AI is, like, what are people doing on AI-

   12. OMOlivia Moore1:18

       Yes

   13. JMJustine Moore1:18

       ... besides ChatGPT.

   14. OMOlivia Moore1:18

       Or what should I, what should I be doing? Yeah.

   15. JMJustine Moore1:20

       That too, yeah. And so, so I feel like these lists are a really helpful way for folks to get a sense of, like, 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, um, and for a lot of people, sort of an inspiration list of, of what they wanna try out. Let's talk about the new companies on the list-

   16. OMOlivia Moore1:37

       Yeah

   17. JMJustine Moore1:37

       ... 'cause that's always exciting, of like, who cracks into the, the top 50 for web and the top 50 for mobile who w- weren't in the list

2. 1:45 – 3:32

   New Companies & Trends

   1. JMJustine Moore1:45

      before.

   2. OMOlivia Moore1:45

      Yeah.

   3. JMJustine Moore1:46

      Um, w- how would you describe the new companies? Were there any major changes?

   4. OMOlivia Moore1:49

      Yeah. The web list I think is the best way to track changes over the 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 mobile lists, it was just a w- a wave of companies that were direct copycats of ChatGPT.

   5. JMJustine Moore2:06

      I remember that era, yes.

   6. OMOlivia Moore2:07

      Yeah. A- and all the companies were, like, ChatGTP or Chat and Ask AI, and they were-

   7. JMJustine Moore2:12

      ChatGBT was a big one.

   8. OMOlivia Moore2:13

      Exactly.

   9. JMJustine Moore2:14

      Yes.

   10. OMOlivia Moore2:14

       And so those were dominating the mobile list. So this time we had a lot of new companies on mobile-

   11. JMJustine Moore2:19

       Yeah

   12. OMOlivia Moore2:19

       ... 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.

   13. JMJustine Moore2:32

       Wow.

   14. OMOlivia Moore2:32

       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. Vibecoding was one of them, uh, which I think kind of burst into the forefront at the end of last year.

   15. JMJustine Moore2:50

       Yeah.

   16. OMOlivia Moore2:50

       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.

   17. JMJustine Moore3:01

       Awesome.

   18. OMOlivia Moore3:02

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

   19. JMJustine Moore3:05

       In the past, a lot of the names on the list have been kind of in two, one of two categories-

   20. OMOlivia Moore3:10

       Yeah

   21. JMJustine Moore3:10

       ... which is, like, general chat and companionship or creative tools-

   22. OMOlivia Moore3:14

       Yeah

   23. JMJustine Moore3:14

       ... which I love. I spend a bunch of time in both of those categories, but it sounds like we're starting to see things like Vibecoding that-

   24. OMOlivia Moore3:20

       Yeah

   25. JMJustine Moore3:20

       ... are sort of outside of those two, what were really the killer use cases of consumer AI for a long time.

   26. OMOlivia Moore3:26

       We definitely are. More in productivity as well, which we'll talk about.

   27. JMJustine Moore3:29

       Mm.

   28. OMOlivia Moore3:29

       I will say companionship continues to just dominate.

3. 3:32 – 4:20

   Companionship & Creative Tools

   1. JMJustine Moore3:32

      Yeah.

   2. OMOlivia Moore3:32

      We actually did have three new companionship names, so Juicy Chat, Joy, and R Dream all made the list, alongside a bunch of others that have made the list before. So Character was the biggest name.

   3. JMJustine Moore3:44

      Yeah.

   4. OMOlivia Moore3:44

      Janitor, Spicy Chat, Polybuzz, Crushon, Adot, and Candy AI were all on this list and in the past. So that's a pretty notable section of the list-

   5. JMJustine Moore3:53

      Yeah

   6. OMOlivia Moore3:53

      ... that I think is, is dominated by companionship names, which is pretty interesting.

   7. JMJustine Moore3:57

      For sure. Um, and there's also a lot of big companies-

   8. OMOlivia Moore4:00

      Yes

   9. JMJustine Moore4:00

      ... that have products on the list, folks like Google. Maybe you can talk a little bit about that, 'cause I think that's been a surprise.

   10. OMOlivia Moore4:06

       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-

   11. JMJustine Moore4:18

       Yep

   12. OMOlivia Moore4:18

       ... since we needed to be able to independently

4. 4:20 – 6:24

   Big Tech on the List: Google’s Impact

   1. OMOlivia Moore4:20

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

   2. JMJustine Moore4:27

      Wow.

   3. OMOlivia Moore4:27

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

   4. JMJustine Moore4:35

      Yep.

   5. OMOlivia Moore4:35

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

   6. JMJustine Moore4:40

      Interesting.

   7. OMOlivia Moore4:41

      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.

   8. JMJustine Moore4:50

      Yep.

   9. OMOlivia Moore4:50

      Which is Google's developer-facing sandbox, so that's where engineers go when they wanna build things and test out Google models.

   10. JMJustine Moore4:57

       Yep.

   11. OMOlivia Moore4:58

       So that hit in the top 10 as well, and then right below the top 10 was NotebookLM-

   12. JMJustine Moore5:03

       Wow

   13. OMOlivia Moore5:03

       ... 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-

   14. JMJustine Moore5:14

       Yeah

   15. OMOlivia Moore5:14

       ... in September of 2024. Um, but they've actually kept up their traffic every month of flat or increasing traffic, um, 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.

   16. JMJustine Moore5:28

       Right.

   17. OMOlivia Moore5:29

       Um, and then one of your favorites also made the list, which was Google Labs, down at number 39.

   18. JMJustine Moore5:36

       Cool.

   19. OMOlivia Moore5:36

       This is kind of the consumer-facing sandbox-

   20. JMJustine Moore5:39

       Yep

   21. OMOlivia Moore5:39

       ... for Google models, whereas AI Studio's the developer-facing sandbox. Google Labs includes Veo 3-

   22. JMJustine Moore5:45

       Yep

   23. OMOlivia Moore5:45

       ... the amazing new video model that you yourself have probably driven [laughs] a big portion of the usage for.

   24. JMJustine Moore5:50

       I've spent a lot of money on Veo 3.

   25. OMOlivia Moore5:51

       Yeah, exactly. [laughs]

   26. JMJustine Moore5:52

       And driven many visits, for sure.

   27. OMOlivia Moore5:54

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

   28. JMJustine Moore6:00

       Yes.

   29. OMOlivia Moore6:00

       It includes Portrait, which is coaching, it includes-

   30. JMJustine Moore6:03

       Wisk, right?
5. 6:24 – 10:19

   Chinese AI Companies & Global Trends

   1. JMJustine Moore6:24

      Let's talk about the Chinese AI companies. So both n- new startups coming out of China.

   2. OMOlivia Moore6:29

      Yeah.

   3. JMJustine Moore6:29

      Also, big Chinese companies releasing models or consumer facing properties. Um, how are these ranking on the list?

   4. OMOlivia Moore6:36

      Yeah.

   5. JMJustine Moore6:37

      And, and what do you think has driven their growth?

   6. OMOlivia Moore6:38

      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 that are... Or AI products that are built for China and used in China.

   7. JMJustine Moore6:50

      Yep.

   8. OMOlivia Moore6:50

      And you might say, "Why?" And it's because a lot of, um, 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 gonna operate in China.

   9. JMJustine Moore7:09

      Yeah.

   10. OMOlivia Moore7:09

       So China doesn't have a lot of those products that we have, but they have their own.

   11. JMJustine Moore7:12

       Yeah.

   12. OMOlivia Moore7:13

       So a couple companies that made the list are Quark, uh, which is Alibaba's AI assistant-

   13. JMJustine Moore7:18

       Okay

   14. OMOlivia Moore7:18

       ... on both web and mobile. Uh, Doubao, which is ByteDance's AI assistant.

   15. JMJustine Moore7:23

       Mm.

   16. OMOlivia Moore7:23

       On, also on both web and mobile. And then Kimi, which is another general-

   17. JMJustine Moore7:27

       Yes

   18. OMOlivia Moore7:27

       ... AI assistant from Moonshot AI. Each of those ranks, actually all of them in the top 20 on web.

   19. JMJustine Moore7:34

       Wow.

   20. OMOlivia Moore7:35

       Uh, and the majority usage in China-

   21. JMJustine Moore7:37

       Yeah

   22. OMOlivia Moore7:37

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

   23. JMJustine Moore7:42

       Yes.

   24. OMOlivia Moore7:42

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

   25. JMJustine Moore7:45

       And they don't have as much competition from the-

   26. OMOlivia Moore7:47

       Exactly

   27. JMJustine Moore7:47

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

   28. OMOlivia Moore7:50

       Yes, like the ChatGPTs of the world.

   29. JMJustine Moore7:52

       Right.

   30. OMOlivia Moore7:52

       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.
6. 10:19 – 13:40

   Vibecoding: A New Trend

   1. JMJustine Moore10:19

      about another big trend, which you touched on earlier, vibe coding. We're probably all seeing the tweets from various-

   2. OMOlivia Moore10:24

      Yeah

   3. JMJustine Moore10:24

      ... vibe coding companies that are like, "We went zero to 100 million," or, 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. Um, I'm curious, how did you see that kind of reflected on the list, and how did that change since the last edition?

   4. OMOlivia Moore10:43

      Yeah, so six months ago it was just Bolt, uh, on the list. Now Bolt actually is on the Brink list, and Lovable and Replit both made it onto the main list. Um-To me, I was particularly interested to, to look at not just traffic for these, but also revenue and retention.

   5. JMJustine Moore10:59

      Yeah.

   6. OMOlivia Moore10:59

      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 gonna stay on. Retention is low. We actually also, for the vibecoding products, looked at revenue retention across another data provider, Consumer Edge.

   7. JMJustine Moore11:20

      Yeah.

   8. OMOlivia Moore11:20

      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.

   9. JMJustine Moore11:29

      Right.

   10. OMOlivia Moore11:29

       And we put some of this in the report, but what we found for many of the leading vibecoding platforms is they actually see 100% or above-

   11. JMJustine Moore11:37

       Wow

   12. OMOlivia Moore11:37

       ... uh, revenue retention in the first three months, and then maybe flatten out, uh, a bit below, uh, 100%.

   13. JMJustine Moore11:43

       Which, uh, as a point of comparison, is very strong-

   14. OMOlivia Moore11:45

       Extremely strong

   15. JMJustine Moore11:46

       ... for what we see for-

   16. OMOlivia Moore11:47

       Yes.

   17. JMJustine Moore11:47

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

   18. OMOlivia Moore11:51

       Yeah

   19. JMJustine Moore11:51

       ... might suggest that there's some enterprise usage happening there with, with prototyping and stuff-

   20. OMOlivia Moore11:56

       Yes

   21. JMJustine Moore11:56

       ... within companies.

   22. OMOlivia Moore11:56

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

   23. JMJustine Moore12:03

       Yeah

   24. OMOlivia Moore12:03

       ... and then find themselves actually publishing and using something.

   25. JMJustine Moore12:06

       Yes.

   26. OMOlivia Moore12:06

       And buying more credits and upgrading-

   27. JMJustine Moore12:08

       Yes

   28. OMOlivia Moore12:08

       ... to the next plan, um, 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 vibecode things, so that's where, like, you or I would go-

   29. JMJustine Moore12:21

       Oh, because they're hosted on, they're hosted on-

   30. OMOlivia Moore12:23

       Yes
7. 13:40 – 15:30

   AI All-Stars: Consistent Top Performers

   1. OMOlivia Moore13:40

      time we ranked what I'm calling our AI All-Stars.

   2. JMJustine Moore13:43

      Cool.

   3. OMOlivia Moore13:43

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

   4. JMJustine Moore13:49

      Amazing.

   5. OMOlivia Moore13:49

      Which is hard to do 'cause this dates back, you know, two years now.

   6. JMJustine Moore13:53

      So there's 14 of these companies.

   7. OMOlivia Moore13:55

      So we have ChatGPT-

   8. JMJustine Moore13:56

      Yeah

   9. OMOlivia Moore13:57

      ... not a surprise. Perplexity and Poe all made-

   10. JMJustine Moore14:00

       Yeah

   11. OMOlivia Moore14:00

       ... the list in what I call kind of general LLM assistance.

   12. JMJustine Moore14:04

       Right.

   13. OMOlivia Moore14:05

       Then we have Character.ai and Companionship.

   14. JMJustine Moore14:08

       Yeah.

   15. OMOlivia Moore14:08

       They're, they've made it on both web and mobile. We've got Midjourney, PhotoRoom, Leonardo, Cutout Pro, Veed, and ElevenLabs. In creative tools, we have QuillBot and Gamma in productivity, and then we have Hugging Face and CivitAI in model hosting.

   16. JMJustine Moore14:24

       And so those have made the web list for every single one, or-

   17. OMOlivia Moore14:27

       Web list for every single.

   18. JMJustine Moore14:29

       Got it.

   19. OMOlivia Moore14:29

       Every, all five of the versions we've done of this now.

   20. JMJustine Moore14:31

       Amazing.

   21. OMOlivia Moore14:32

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

   22. JMJustine Moore14:42

       Right

   23. OMOlivia Moore14:42

       ... that are able to hold consumer attention?

   24. JMJustine Moore14:45

       Yeah.

   25. OMOlivia Moore14:45

       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.

   26. JMJustine Moore14:54

       Right.

   27. OMOlivia Moore14:54

       And so I think that speaks to the fact that in consumer AI, the UI and the product experience-

   28. JMJustine Moore15:00

       Yeah

   29. OMOlivia Moore15:00

       ... matters just as much as the model, especially when so many amazing models are now-

   30. JMJustine Moore15:05

       Yeah
8. 15:30 – 17:20

   Network Effects & Product Experience

   1. OMOlivia Moore15:30

      Yeah

   2. JMJustine Moore15:30

      ... or datasets. They're commenting on them. They're ranking them. They're spitting up mini apps that you can only access on that website.

   3. OMOlivia Moore15:37

      Yeah.

   4. JMJustine Moore15:37

      Um, so it's pretty cool to see both of those kind of-

   5. OMOlivia Moore15:40

      Yeah

   6. JMJustine Moore15:41

      ... make the list over and over again-

   7. OMOlivia Moore15:42

      Yeah

   8. JMJustine Moore15:42

      ... and, and show that you can maybe have network effects in AI.

   9. OMOlivia Moore15:45

      Yeah. I think you could argue, too, ElevenLabs is the same, where people can publish their voices-

   10. JMJustine Moore15:49

       Totally

   11. OMOlivia Moore15:50

       ... on Eleven-

   12. JMJustine Moore15:50

       Yeah

   13. OMOlivia Moore15:50

       ... for other people to use.

   14. JMJustine Moore15:51

       The voice libraries, I hear that all the time from people that-

   15. OMOlivia Moore15:54

       Yeah

   16. JMJustine Moore15:54

       ... one of the reasons they love using Eleven is there's thousands and thousands of voices you can choose from.

   17. OMOlivia Moore15:59

       Yeah.

   18. JMJustine Moore15:59

       And that's because so many folks have uploaded voices to the voice library.

   19. OMOlivia Moore16:03

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

   20. JMJustine Moore16:07

       Yep.

   21. OMOlivia Moore16:07

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

   22. JMJustine Moore16:14

       Yeah, tot- I think that is the, the natural assumed network effect for AI.

   23. OMOlivia Moore16:19

       Yes.

   24. JMJustine Moore16:19

       Um, which is kind of more users, more data, more feedback, better models.Um, but I know a lot of folks are wondering, like, are there... 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 Eleven voice library.

   25. OMOlivia Moore16:34

       Yeah. We're even starting to see in some cases, Gamma is a good example of this on the list, Eleven is another good example, same with PhotoRoom, these consumer AI properties are almost graduating to enterprise usage-

   26. JMJustine Moore16:46

       Right

   27. OMOlivia Moore16:46

       ... with things like team plans, templating, you know-

   28. JMJustine Moore16:49

       Yeah

   29. OMOlivia Moore16:49

       ... 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-

   30. JMJustine Moore17:01

       Yeah
9. 17:20 – 19:40

   Enterprise Adoption & Prosumer Growth

   1. JMJustine Moore17:20

      Um, and often with companies like Eleven, we will see, um, you know, 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, you know, we actually have 10 or 15 or 20 users on individual plans. Like [laughs] we should have some sort of enterprise level contract here." Um, 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, you know, go in and, and get approval from 10 different people, and then convince the employees to use the product.

   2. OMOlivia Moore18:02

      Yeah.

   3. JMJustine Moore18:03

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

   4. OMOlivia Moore18:11

      Yeah. And that in turn supports more consumer growth-

   5. JMJustine Moore18:14

      Yes

   6. OMOlivia Moore18:14

      ... because then someone on a team will adopt it 'cause their other team member had it, and then they'll bring it home and use it for a project-

   7. JMJustine Moore18:19

      Yes

   8. OMOlivia Moore18:20

      ... and spread to their friends and their kids and, um, yeah. I expect we'll continue to see more prosumer enterprise representation on this, on this Consumer AI list.

   9. JMJustine Moore18:30

      Um, 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 gonna see in the next few lists?

   10. OMOlivia Moore18:42

       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 [laughs] in the sense-

   11. JMJustine Moore18:52

       Yes

   12. OMOlivia Moore18:52

       ... of half the list was new every time, if not more.

   13. JMJustine Moore18:55

       And, and it... The traffic was fluctuating so wildly.

   14. OMOlivia Moore18:58

       Yes.

   15. JMJustine Moore18:58

       Every month we often got... And, and there's often, you know, like a two week to one month delay between, um, when the data happens and when we get it-

   16. OMOlivia Moore19:06

       Yes

   17. JMJustine Moore19:06

       ... 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.

   18. OMOlivia Moore19:21

       Things were changing so rapidly. I would say the compa- as you said, companionship and general LLM assistance-

   19. JMJustine Moore19:28

       Yeah

   20. OMOlivia Moore19:28

       ... like ChatGPT, and then creative tools were kind of the three categories-

   21. JMJustine Moore19:32

       Yes

   22. OMOlivia Moore19:32

       ... that were working two years ago, and anything else that popped up on the list in many cases was pretty random-

   23. JMJustine Moore19:39

       Yeah

   24. OMOlivia Moore19:39

       ... and would spike one month

10. 19:40 – 21:09

    Biggest Takeaways

    1. OMOlivia Moore19:40

       and be gone the next month.

    2. JMJustine Moore19:41

       Right.

    3. OMOlivia Moore19:41

       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.

    4. JMJustine Moore19:49

       Yeah.

    5. OMOlivia Moore19:50

       We started seeing video, we started seeing music, which was really exciting.

    6. JMJustine Moore19:54

       Right.

    7. OMOlivia Moore19:54

       The fourth and fifth editions of the list, we still have some breakouts, but we're also, you know, starting to see the list kind of normalize, I would say.

    8. JMJustine Moore20:03

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

    9. OMOlivia Moore20:07

       Yes, exactly. So even list over list. And, and both, like, the newcomers are... There's fewer newcomers.

    10. JMJustine Moore20:14

        Mm-hmm.

    11. OMOlivia Moore20:14

        There's a s- clear list of all-stars.

    12. JMJustine Moore20:17

        Right.

    13. OMOlivia Moore20:17

        And the newcomers that we are seeing are kind of clustered around many of the same themes, like vibe coding and companionship-

    14. JMJustine Moore20:24

        Right

    15. OMOlivia Moore20:24

        ... on this edition of the list.

    16. JMJustine Moore20:26

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

    17. OMOlivia Moore20:29

        I know. [laughs] And I'm very-

    18. JMJustine Moore20:31

        I'm proud of them. [laughs]

    19. OMOlivia Moore20:32

        I hope that they are proud of themselves.

    20. JMJustine Moore20:34

        Yes.

    21. OMOlivia Moore20:34

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

    22. JMJustine Moore20:35

        We should send them, like, trophies or something.

    23. OMOlivia Moore20:37

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

    24. JMJustine Moore20:45

        Yeah.

    25. OMOlivia Moore20:45

        Um, 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.

    26. JMJustine Moore20:57

        Right.

    27. OMOlivia Moore20:57

        Perplexity for another thing.

    28. JMJustine Moore20:59

        Yeah.

    29. OMOlivia Moore20:59

        I would expect that to continue.

    30. JMJustine Moore21:01

        Yeah.
11. 21:09 – 22:56

    Grok's debut

    1. OMOlivia Moore21:09

       we didn't talk about Grok yet.

    2. JMJustine Moore21:10

       Yeah.

    3. OMOlivia Moore21:11

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

    4. JMJustine Moore21:15

       And they, they popped up near the end of the period.

    5. OMOlivia Moore21:18

       Exactly.

    6. JMJustine Moore21:18

       Right? In terms of when... I- Like, Grok for the companions-

    7. OMOlivia Moore21:22

       Yeah

    8. JMJustine Moore21:22

       ... and the image and video I imagine is what drove a lot of the growth-

    9. OMOlivia Moore21:25

       Yes

    10. JMJustine Moore21:26

        ... in the Grok app.

    11. OMOlivia Moore21:27

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

    12. JMJustine Moore21:31

        Wow

    13. OMOlivia Moore21:32

        ... which is, which is pretty-

    14. JMJustine Moore21:32

        On the web list.

    15. OMOlivia Moore21:33

        Yeah, which is pretty surprising and exciting for them.

    16. JMJustine Moore21:34

        That's incredible.

    17. OMOlivia Moore21:36

        We also saw Meta AI start to make a little bit of a dent this time around.

    18. JMJustine Moore21:39

        Oh.

    19. OMOlivia Moore21:40

        Not on the mobile list, but on the web list as well.

    20. JMJustine Moore21:41

        They have a web... I should look into this.

    21. OMOlivia Moore21:43

        Yes, 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.

    22. JMJustine Moore21:51

        For sure.

    23. OMOlivia Moore21:52

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

    24. JMJustine Moore21:56

        Yeah

    25. OMOlivia Moore21:56

        ... on the other end of the spectrum from creative tools where hallucinations are the feature-

    26. JMJustine Moore22:01

        Yeah

    27. OMOlivia Moore22:01

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

    28. JMJustine Moore22:07

        Right.

    29. OMOlivia Moore22:07

        So these are things that can make spreadsheets, slide decks for you, build financial models-

    30. JMJustine Moore22:11

        Yes
12. 22:56 – 25:14

    Future predictions

    1. JMJustine Moore22:56

       on the foundation model side, like, you know, Grok 4-

    2. OMOlivia Moore22:58

       Mm-hmm

    3. JMJustine Moore22:58

       ... 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, um, powered by all of those models, so as those models get better at things like math and logic and reasoning, they, um, 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.

    4. OMOlivia Moore23:26

       Exactly.

    5. JMJustine Moore23:26

       And I imagine we'll reach a point where it tips them over from like, "Oh, you know, this was cool, but it was inaccurate too much of 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."

    6. OMOlivia Moore23:39

       Yeah. I think that's a great example. Even things like GPT-5 release-

    7. JMJustine Moore23:44

       Yeah

    8. OMOlivia Moore23:44

       ... being very good at consumer health questions.

    9. JMJustine Moore23:46

       Yes.

    10. OMOlivia Moore23:46

        We might expect to see a wave of new, new and more reliable consumer health products-

    11. JMJustine Moore23:51

        Yes

    12. OMOlivia Moore23:51

        ... on web or mobile on the next version of the list.

    13. JMJustine Moore23:53

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

    14. OMOlivia Moore23:57

        Yeah. More edtech, I think.

    15. JMJustine Moore23:59

        Ed- f- for sure ed- 'cause edtech is another one where it's important to not have a ton of hallucinations.

    16. OMOlivia Moore24:04

        Yep. Personal finance is one where we haven't seen a lot on either web or mobile-

    17. JMJustine Moore24:07

        Right

    18. OMOlivia Moore24:08

        ... that I expect to see a bunch more on mobile since it's such a big category there.

    19. JMJustine Moore24:11

        Social.

    20. OMOlivia Moore24:12

        Yep.

    21. JMJustine Moore24:12

        I think there's been a lot of people wondering when are we gonna see the first big AI-native social platform.

    22. OMOlivia Moore24:17

        Yes.

    23. JMJustine Moore24:18

        Um, which some could argue is now Facebook, which has largely been taken over by Boomer AI images. But I personally think there's gonna be at least one, um, probably multiple separate ones. And, and honestly, Grok is, is sort of kind of making a case there-

    24. OMOlivia Moore24:32

        Yeah

    25. JMJustine Moore24:32

        ... in being a social platform. I think health, um, health is a great example, a great category, or, or some of these more structured coaching, therapy, wellness types of things that, um, 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.

    26. OMOlivia Moore24:49

        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, if we were able to perfectly predict the next great consumer product, there'd be, you know, hundreds of people out there building it.

    27. JMJustine Moore25:03

        Yes.

    28. OMOlivia Moore25:03

        So just like Vibecoding nine months ago was a completely unexpected category-

    29. JMJustine Moore25:07

        Right

    30. OMOlivia Moore25:07

        ... 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.

13. 25:14 – 25:56

    Closing & Audience Engagement

    1. JMJustine Moore25:14

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

    2. OMOlivia Moore25:17

       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.

    3. JMJustine Moore25:27

       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.

    4. OMOlivia Moore25:34

       And we'll see you in six months for the next one. [upbeat music]

Episode duration: 26:02