The Top 100 Most Used AI Apps in 2025

Justine Moore 0:00 Hi, I'm Justine.

Olivia Moore 0:01 And I'm Olivia.

Justine Moore 0:02 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?

Olivia Moore 0:17 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.

Justine Moore 0:25 Mm-hmm.

Olivia Moore 0:25 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.

Justine Moore 0:35 Wow.

Olivia Moore 0:35 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.

Justine Moore 0:55 Mm-hmm.

Olivia Moore 0:56 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.

Justine Moore 1:08 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-

Olivia Moore 1:18 Yes

Justine Moore 1:18 ... besides ChatGPT.

Olivia Moore 1:18 Or what should I, what should I be doing? Yeah.

Justine Moore 1:20 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-

Olivia Moore 1:37 Yeah

Justine Moore 1:37 ... '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

Justine Moore 1:45 before.

Olivia Moore 1:45 Yeah.

Justine Moore 1:46 Um, w- how would you describe the new companies? Were there any major changes?

Olivia Moore 1:49 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.

Justine Moore 2:06 I remember that era, yes.

Olivia Moore 2:07 Yeah. A- and all the companies were, like, ChatGTP or Chat and Ask AI, and they were-

Justine Moore 2:12 ChatGBT was a big one.

Olivia Moore 2:13 Exactly.

Justine Moore 2:14 Yes.

Olivia Moore 2:14 And so those were dominating the mobile list. So this time we had a lot of new companies on mobile-

Justine Moore 2:19 Yeah

Olivia Moore 2:19 ... 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.

Justine Moore 2:32 Wow.

Olivia Moore 2:32 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.

Justine Moore 2:50 Yeah.

Olivia Moore 2:50 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.

Justine Moore 3:01 Awesome.

Olivia Moore 3:02 And then we have both Lovable and Replit on the web list.

Justine Moore 3:05 In the past, a lot of the names on the list have been kind of in two, one of two categories-

Olivia Moore 3:10 Yeah

Justine Moore 3:10 ... which is, like, general chat and companionship or creative tools-

Olivia Moore 3:14 Yeah

Justine Moore 3:14 ... 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-

Olivia Moore 3:20 Yeah

Justine Moore 3:20 ... are sort of outside of those two, what were really the killer use cases of consumer AI for a long time.

Olivia Moore 3:26 We definitely are. More in productivity as well, which we'll talk about.

Justine Moore 3:29 Mm.

Olivia Moore 3:29 I will say companionship continues to just dominate.

Justine Moore 3:32 Yeah.

Olivia Moore 3:32 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.

Justine Moore 3:44 Yeah.

Olivia Moore 3:44 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-

Justine Moore 3:53 Yeah

Olivia Moore 3:53 ... that I think is, is dominated by companionship names, which is pretty interesting.

Justine Moore 3:57 For sure. Um, and there's also a lot of big companies-

Olivia Moore 4:00 Yes

Justine Moore 4:00 ... 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.

Olivia Moore 4:06 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-

Justine Moore 4:18 Yep

Olivia Moore 4:18 ... since we needed to be able to independently

Olivia Moore 4:20 rank their traffic. So now we finally were able to for the first time, and four unique Google properties made the web list.

Justine Moore 4:27 Wow.

Olivia Moore 4:27 So Gemini was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web.

Justine Moore 4:35 Yep.

Olivia Moore 4:35 But it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app.

Justine Moore 4:40 Interesting.

Olivia Moore 4:41 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.

Justine Moore 4:50 Yep.

Olivia Moore 4:50 Which is Google's developer-facing sandbox, so that's where engineers go when they wanna build things and test out Google models.

Justine Moore 4:57 Yep.

Olivia Moore 4:58 So that hit in the top 10 as well, and then right below the top 10 was NotebookLM-

Justine Moore 5:03 Wow

Olivia Moore 5:03 ... 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-

Justine Moore 5:14 Yeah

Olivia Moore 5:14 ... 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.

Justine Moore 5:28 Right.

Olivia Moore 5:29 Um, and then one of your favorites also made the list, which was Google Labs, down at number 39.

Justine Moore 5:36 Cool.

Olivia Moore 5:36 This is kind of the consumer-facing sandbox-

Justine Moore 5:39 Yep

Olivia Moore 5:39 ... for Google models, whereas AI Studio's the developer-facing sandbox. Google Labs includes Veo 3-

Justine Moore 5:45 Yep

Olivia Moore 5:45 ... the amazing new video model that you yourself have probably driven [laughs] a big portion of the usage for.

Justine Moore 5:50 I've spent a lot of money on Veo 3.

Olivia Moore 5:51 Yeah, exactly. [laughs]

Justine Moore 5:52 And driven many visits, for sure.

Olivia Moore 5:54 Yes. And actually, Google Labs includes a bunch of other products, like Doppel, which is their kind of outfit try-on product.

Justine Moore 6:00 Yes.

Olivia Moore 6:00 It includes Portrait, which is coaching, it includes-

Justine Moore 6:03 Wisk, right?

Olivia Moore 6:03 Wisk.

Justine Moore 6:04 The, the image generation-

Olivia Moore 6:05 Yep

Justine Moore 6:05 ... kind of sandbox, which is very cool and fun to play with.

Olivia Moore 6:07 Exactly. Project Mariner, which is their agentic kind of browser sandbox.

Justine Moore 6:12 Interesting.

Olivia Moore 6:12 But my hunch is it's largely Veo 3, because traffic to that, to, to the, um, Google s- Labs spiked-15% in the month that Veo 3 was released, which was really exciting.

Justine Moore 6:24 Let's talk about the Chinese AI companies. So both n- new startups coming out of China.

Olivia Moore 6:29 Yeah.

Justine Moore 6:29 Also, big Chinese companies releasing models or consumer facing properties. Um, how are these ranking on the list?

Olivia Moore 6:36 Yeah.

Justine Moore 6:37 And, and what do you think has driven their growth?

Olivia Moore 6:38 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.

Justine Moore 6:50 Yep.

Olivia Moore 6:50 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.

Justine Moore 7:09 Yeah.

Olivia Moore 7:09 So China doesn't have a lot of those products that we have, but they have their own.

Justine Moore 7:12 Yeah.

Olivia Moore 7:13 So a couple companies that made the list are Quark, uh, which is Alibaba's AI assistant-

Justine Moore 7:18 Okay

Olivia Moore 7:18 ... on both web and mobile. Uh, Doubao, which is ByteDance's AI assistant.

Justine Moore 7:23 Mm.

Olivia Moore 7:23 On, also on both web and mobile. And then Kimi, which is another general-

Justine Moore 7:27 Yes

Olivia Moore 7:27 ... AI assistant from Moonshot AI. Each of those ranks, actually all of them in the top 20 on web.

Justine Moore 7:34 Wow.

Olivia Moore 7:35 Uh, and the majority usage in China-

Justine Moore 7:37 Yeah

Olivia Moore 7:37 ... which I think reflects the fact that, like, China is the biggest country in the world by population.

Justine Moore 7:42 Yes.

Olivia Moore 7:42 So even if they're only used one place, they're getting a lot of usage.

Justine Moore 7:45 And they don't have as much competition from the-

Olivia Moore 7:47 Exactly

Justine Moore 7:47 ... American general chat assistants that can't be in the country.

Olivia Moore 7:50 Yes, like the ChatGPTs of the world.

Justine Moore 7:52 Right.

Olivia Moore 7:52 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.

Justine Moore 8:00 Yes.

Olivia Moore 8:00 And you can't actually even use them in China in many cases.

Justine Moore 8:03 Yeah.

Olivia Moore 8:03 So these are products like DeepSeek-

Justine Moore 8:05 Yeah

Olivia Moore 8:05 ... or the video models like Hailuo and Kling.

Justine Moore 8:08 Yes.

Olivia Moore 8:08 Uh, or products like SeaArt for images.

Justine Moore 8:11 Yep.

Olivia Moore 8:11 I would say the concentration of these is especially strong in image and video, which is a space that you know well.

Justine Moore 8:17 Yeah, I think image and video, we've seen a lot of great video models from China, particularly when it comes to, um, animating from a single frame from an image. Um, ByteDance has also been doing a lot more around things like C Dance, um, which is a really great video model they released that actually outscores Veo 3 on some of the arenas. Um, one of the really interesting things that I, that it, we, I know we can't disentangle in this data, but, um, I think a lot of Chinese companies have taken the strategy in the US of distributing through US pro- distributing their models through US properties.

Olivia Moore 8:52 Mm-hmm.

Justine Moore 8:53 So there's companies like Qria or-

Olivia Moore 8:55 Yeah

Justine Moore 8:55 ... Hedra that, um, host, uh, host various models and have subscriptions where you can access a bunch of the Chinese models at once.

Olivia Moore 9:04 Yeah.

Justine Moore 9:04 Whether it's the closed ones like Kling or, or MiniMax, or some of the open source ones like Wan or, or Kuen, which a lot of people are, are using-

Olivia Moore 9:12 Yeah

Justine Moore 9:12 ... and really liking. Um, uh, some of them will also have their own consumer facing properties. Um, others will distribute through either the application layer or honestly through, um, folks like Fall and Replicate, more of the developer-

Olivia Moore 9:26 Yeah

Justine Moore 9:26 ... facing platforms, um, where you can do one-off runs or you can kind of ha- have an API-

Olivia Moore 9:31 Yeah

Justine Moore 9:31 ... to, to use them in your application.

Olivia Moore 9:33 That is probably yet another way that Chinese companies are showing up in the list.

Justine Moore 9:36 Yeah.

Olivia Moore 9:37 In a way, as you said, that's not measurable right now.

Justine Moore 9:39 Right.

Olivia Moore 9:39 Um, but the, the last trend that we were seeing with Chinese companies, uh, was products that are developed in China and used both in China and abroad.

Justine Moore 9:48 Yeah.

Olivia Moore 9:48 So Manus is a great example.

Justine Moore 9:49 Right.

Olivia Moore 9:49 They just announced a 90 million annualized run rate. And if you look at their traffic, it's number one Brazil, number two US, and number three China.

Justine Moore 9:57 Brazil surprises me.

Olivia Moore 9:58 Yes. A lot of AI traffic comes from Brazil.

Justine Moore 10:00 Huh.

Olivia Moore 10:00 More free traffic than paid traffic.

Justine Moore 10:02 I was gonna say, yes. Yeah.

Olivia Moore 10:03 But a lot of traffic. So we're seeing both kind of like this domestic AI ecosystem in China start to mature.

Justine Moore 10:08 Yeah.

Olivia Moore 10:09 I think for the very first time on this version of the list.

Justine Moore 10:12 Right.

Olivia Moore 10:12 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.

Justine Moore 10:18 And then to talk

Justine Moore 10:19 about another big trend, which you touched on earlier, vibe coding. We're probably all seeing the tweets from various-

Olivia Moore 10:24 Yeah

Justine Moore 10:24 ... 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?

Olivia Moore 10:43 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.

Justine Moore 10:59 Yeah.

Olivia Moore 10:59 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.

Justine Moore 11:20 Yeah.

Olivia Moore 11:20 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.

Justine Moore 11:29 Right.

Olivia Moore 11:29 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-

Justine Moore 11:37 Wow

Olivia Moore 11:37 ... uh, revenue retention in the first three months, and then maybe flatten out, uh, a bit below, uh, 100%.

Justine Moore 11:43 Which, uh, as a point of comparison, is very strong-

Olivia Moore 11:45 Extremely strong

Justine Moore 11:46 ... for what we see for-

Olivia Moore 11:47 Yes.

Justine Moore 11:47 I mean, it's very rare to see any sort of especially consumer or prosumer-

Olivia Moore 11:51 Yeah

Justine Moore 11:51 ... might suggest that there's some enterprise usage happening there with, with prototyping and stuff-

Olivia Moore 11:56 Yes

Justine Moore 11:56 ... within companies.

Olivia Moore 11:56 Enterprise usage or even just solo vibecoders, people building projects who do get a low-cost plan to try it out-

Justine Moore 12:03 Yeah

Olivia Moore 12:03 ... and then find themselves actually publishing and using something.

Justine Moore 12:06 Yes.

Olivia Moore 12:06 And buying more credits and upgrading-

Justine Moore 12:08 Yes

Olivia Moore 12:08 ... 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-

Justine Moore 12:21 Oh, because they're hosted on, they're hosted on-

Olivia Moore 12:23 Yes

Justine Moore 12:23 ... like lovable.app.

Olivia Moore 12:25 Yeah, so you can see-

Justine Moore 12:25 Right

Olivia Moore 12:25 ... traffic for everything people are making with Lovable and Replit, and then separately, traffic to Lovable and Replit-

Justine Moore 12:32 Yes

Olivia Moore 12:32 ... 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.

Justine Moore 12:40 Yes.

Olivia Moore 12:40 Which suggests one of two things. One, it could be that people who are making serious high-traffic websites-

Justine Moore 12:47 Yes

Olivia Moore 12:47 ... are buying domains for them.

Justine Moore 12:49 A custom domain so they no longer pop up under the-

Olivia Moore 12:52 Yes

Justine Moore 12:52 ... the Lovable or the Replit domain in, in this data.

Olivia Moore 12:54 So their traffic would not get included.

Justine Moore 12:56 Yeah.

Olivia Moore 12:57 Or it could be the case that people are building almost personal software, software for themselves-

Justine Moore 13:02 Right

Olivia Moore 13:02 ... with these vibecoding platforms.

Justine Moore 13:03 Yeah.

Olivia Moore 13:04 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.

Justine Moore 13:11 And I'm curious, have we seen anything yet in vibecoding coming to mobile? Like, are there-

Olivia Moore 13:16 Not yet.

Justine Moore 13:17 Interesting.

Olivia Moore 13:17 There's a couple companies, startups that we've seen.

Justine Moore 13:19 Right.

Olivia Moore 13:19 But none of them ranked high enough to, to get a spot on this list this time.

Justine Moore 13:23 Yeah, will be super interesting to see the next edition of the list.

Olivia Moore 13:26 Maybe for the next edition, for sure.

Justine Moore 13:26 Like, if, 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. [laughs]

Olivia Moore 13:33 Yes.

Justine Moore 13:33 But maybe a vibecoding one can do it.

Olivia Moore 13:35 Yes. No, it's actually a good point because we did for the, on the point of displacement, for the first

Olivia Moore 13:40 time we ranked what I'm calling our AI All-Stars.

Justine Moore 13:43 Cool.

Olivia Moore 13:43 So this is across five lists, what are the companies that have made the list every single time?

Justine Moore 13:49 Amazing.

Olivia Moore 13:49 Which is hard to do 'cause this dates back, you know, two years now.

Justine Moore 13:53 So there's 14 of these companies.

Olivia Moore 13:55 So we have ChatGPT-

Justine Moore 13:56 Yeah

Olivia Moore 13:57 ... not a surprise. Perplexity and Poe all made-

Justine Moore 14:00 Yeah

Olivia Moore 14:00 ... the list in what I call kind of general LLM assistance.

Justine Moore 14:04 Right.

Olivia Moore 14:05 Then we have Character.ai and Companionship.

Justine Moore 14:08 Yeah.

Olivia Moore 14:08 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.

Justine Moore 14:24 And so those have made the web list for every single one, or-

Olivia Moore 14:27 Web list for every single.

Justine Moore 14:29 Got it.

Olivia Moore 14:29 Every, all five of the versions we've done of this now.

Justine Moore 14:31 Amazing.

Olivia Moore 14:32 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-

Justine Moore 14:42 Right

Olivia Moore 14:42 ... that are able to hold consumer attention?

Justine Moore 14:45 Yeah.

Olivia Moore 14:45 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.

Justine Moore 14:54 Right.

Olivia Moore 14:54 And so I think that speaks to the fact that in consumer AI, the UI and the product experience-

Justine Moore 15:00 Yeah

Olivia Moore 15:00 ... matters just as much as the model, especially when so many amazing models are now-

Justine Moore 15:05 Yeah

Olivia Moore 15:05 ... API available or open source.

Justine Moore 15:07 If you think of some of those properties, too, some of them have built really, um, deep and interesting workflows around creating content even if they don't have their own model.

Olivia Moore 15:15 Yeah.

Justine Moore 15:16 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.

Olivia Moore 15:22 Mm-hmm.

Justine Moore 15:22 Especially things like Hugging Face and CivitAI-

Olivia Moore 15:25 Yeah

Justine Moore 15:25 ... where, you know, you have these communities where people are hosting tons of models or LoRAs-

Olivia Moore 15:30 Yeah

Justine Moore 15:30 ... 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.

Olivia Moore 15:37 Yeah.

Justine Moore 15:37 Um, so it's pretty cool to see both of those kind of-

Olivia Moore 15:40 Yeah

Justine Moore 15:41 ... make the list over and over again-

Olivia Moore 15:42 Yeah

Justine Moore 15:42 ... and, and show that you can maybe have network effects in AI.

Olivia Moore 15:45 Yeah. I think you could argue, too, ElevenLabs is the same, where people can publish their voices-

Justine Moore 15:49 Totally

Olivia Moore 15:50 ... on Eleven-

Justine Moore 15:50 Yeah

Olivia Moore 15:50 ... for other people to use.

Justine Moore 15:51 The voice libraries, I hear that all the time from people that-

Olivia Moore 15:54 Yeah

Justine Moore 15:54 ... one of the reasons they love using Eleven is there's thousands and thousands of voices you can choose from.

Olivia Moore 15:59 Yeah.

Justine Moore 15:59 And that's because so many folks have uploaded voices to the voice library.

Olivia Moore 16:03 You could even argue the same is true for a ChatGPT or a Midjourney.

Justine Moore 16:07 Yep.

Olivia Moore 16:07 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.

Justine Moore 16:14 Yeah, tot- I think that is the, the natural assumed network effect for AI.

Olivia Moore 16:19 Yes.

Justine Moore 16:19 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.

Olivia Moore 16:34 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-

Justine Moore 16:46 Right

Olivia Moore 16:46 ... with things like team plans, templating, you know-

Justine Moore 16:49 Yeah

Olivia Moore 16:49 ... 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-

Justine Moore 17:01 Yeah

Olivia Moore 17:01 ... you know, the harder it is to kind of churn and move o- over to another platform, so.

Justine Moore 17:05 Yeah. I think that's, um, one thing that a lot of people didn't expect with a lot of these, especially creative co- tools or productivity tools, um, 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.

Justine Moore 17:20 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.

Olivia Moore 18:02 Yeah.

Justine Moore 18:03 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.

Olivia Moore 18:11 Yeah. And that in turn supports more consumer growth-

Justine Moore 18:14 Yes

Olivia Moore 18:14 ... 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-

Justine Moore 18:19 Yes

Olivia Moore 18:20 ... 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.

Justine Moore 18:30 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?

Olivia Moore 18:42 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-

Justine Moore 18:52 Yes

Olivia Moore 18:52 ... of half the list was new every time, if not more.

Justine Moore 18:55 And, and it... The traffic was fluctuating so wildly.

Olivia Moore 18:58 Yes.

Justine Moore 18:58 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-

Olivia Moore 19:06 Yes

Justine Moore 19:06 ... 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.

Olivia Moore 19:21 Things were changing so rapidly. I would say the compa- as you said, companionship and general LLM assistance-

Justine Moore 19:28 Yeah

Olivia Moore 19:28 ... like ChatGPT, and then creative tools were kind of the three categories-

Justine Moore 19:32 Yes

Olivia Moore 19:32 ... that were working two years ago, and anything else that popped up on the list in many cases was pretty random-

Justine Moore 19:39 Yeah

Olivia Moore 19:39 ... and would spike one month

Olivia Moore 19:40 and be gone the next month.

Justine Moore 19:41 Right.

Olivia Moore 19:41 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.

Justine Moore 19:49 Yeah.

Olivia Moore 19:50 We started seeing video, we started seeing music, which was really exciting.

Justine Moore 19:54 Right.

Olivia Moore 19:54 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.

Justine Moore 20:03 Right. You said 11 new on the web for this time, versus 17 last time.

Olivia Moore 20:07 Yes, exactly. So even list over list. And, and both, like, the newcomers are... There's fewer newcomers.

Justine Moore 20:14 Mm-hmm.

Olivia Moore 20:14 There's a s- clear list of all-stars.

Justine Moore 20:17 Right.

Olivia Moore 20:17 And the newcomers that we are seeing are kind of clustered around many of the same themes, like vibe coding and companionship-

Justine Moore 20:24 Right

Olivia Moore 20:24 ... on this edition of the list.

Justine Moore 20:26 I'm kind of bought into this all-stars concept now. Like, we should maybe make jerseys for it or something. [laughs]

Olivia Moore 20:29 I know. [laughs] And I'm very-

Justine Moore 20:31 I'm proud of them. [laughs]

Olivia Moore 20:32 I hope that they are proud of themselves.

Justine Moore 20:34 Yes.

Olivia Moore 20:34 And I hope that they're rooting for themselves to remain on the list.

Justine Moore 20:35 We should send them, like, trophies or something.

Olivia Moore 20:37 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.

Justine Moore 20:45 Yeah.

Olivia Moore 20:45 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.

Justine Moore 20:57 Right.

Olivia Moore 20:57 Perplexity for another thing.

Justine Moore 20:59 Yeah.

Olivia Moore 20:59 I would expect that to continue.

Justine Moore 21:01 Yeah.

Olivia Moore 21:01 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.

Justine Moore 21:08 Right.

Olivia Moore 21:08 Grok,

Olivia Moore 21:09 we didn't talk about Grok yet.

Justine Moore 21:10 Yeah.

Olivia Moore 21:11 But they had a big debut on both the web and the mobile list this time around, which was super exciting.

Justine Moore 21:15 And they, they popped up near the end of the period.

Olivia Moore 21:18 Exactly.

Justine Moore 21:18 Right? In terms of when... I- Like, Grok for the companions-

Olivia Moore 21:22 Yeah

Justine Moore 21:22 ... and the image and video I imagine is what drove a lot of the growth-

Olivia Moore 21:25 Yes

Justine Moore 21:26 ... in the Grok app.

Olivia Moore 21:27 Exactly, yeah. And Grok debuted actually in the top five at number four on the web list-

Justine Moore 21:31 Wow

Olivia Moore 21:32 ... which is, which is pretty-

Justine Moore 21:32 On the web list.

Olivia Moore 21:33 Yeah, which is pretty surprising and exciting for them.

Justine Moore 21:34 That's incredible.

Olivia Moore 21:36 We also saw Meta AI start to make a little bit of a dent this time around.

Justine Moore 21:39 Oh.

Olivia Moore 21:40 Not on the mobile list, but on the web list as well.

Justine Moore 21:41 They have a web... I should look into this.

Olivia Moore 21:43 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.

Justine Moore 21:51 For sure.

Olivia Moore 21:52 I would say the other thing I'm expecting to see in the next two lists in particular-

Justine Moore 21:56 Yeah

Olivia Moore 21:56 ... on the other end of the spectrum from creative tools where hallucinations are the feature-

Justine Moore 22:01 Yeah

Olivia Moore 22:01 ... there's, like, productivity prosumer tools, where hallucinations are a real problem.

Justine Moore 22:07 Right.

Olivia Moore 22:07 So these are things that can make spreadsheets, slide decks for you, build financial models-

Justine Moore 22:11 Yes

Olivia Moore 22:11 ... answer emails. We're finally seeing both model reliability and kind of workflow and UI-

Justine Moore 22:17 Yeah

Olivia Moore 22:17 ... get to a point where these products are exploding in revenue, and I think they're gonna explode in usage as well.

Justine Moore 22:23 For sure.

Olivia Moore 22:24 Excited to see more in the prosumer product category on the next version of the list. Manus made it this time.

Justine Moore 22:29 Yeah.

Olivia Moore 22:30 Perplexity Comet as its own domain I would expect might make it. GenSpark is another one that I might expect to see on, on future versions of the list.

Justine Moore 22:38 I think one really interesting thing that people sometimes don't realize about more of these professional-ish use cases, like, you know, financial modeling like you mentioned, or coming up with a presentation, or, um, you know, doing a formal pitch or doc or whatever, is, um, all of the evolution that we're seeing

Justine Moore 22:56 on the foundation model side, like, you know, Grok 4-

Olivia Moore 22:58 Mm-hmm

Justine Moore 22:58 ... 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.

Olivia Moore 23:26 Exactly.

Justine Moore 23:26 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."

Olivia Moore 23:39 Yeah. I think that's a great example. Even things like GPT-5 release-

Justine Moore 23:44 Yeah

Olivia Moore 23:44 ... being very good at consumer health questions.

Justine Moore 23:46 Yes.

Olivia Moore 23:46 We might expect to see a wave of new, new and more reliable consumer health products-

Justine Moore 23:51 Yes

Olivia Moore 23:51 ... on web or mobile on the next version of the list.

Justine Moore 23:53 Yeah. I was thinking about what categories we didn't see a lot of that we might expect to see in the future.

Olivia Moore 23:57 Yeah. More edtech, I think.

Justine Moore 23:59 Ed- f- for sure ed- 'cause edtech is another one where it's important to not have a ton of hallucinations.

Olivia Moore 24:04 Yep. Personal finance is one where we haven't seen a lot on either web or mobile-

Justine Moore 24:07 Right

Olivia Moore 24:08 ... that I expect to see a bunch more on mobile since it's such a big category there.

Justine Moore 24:11 Social.

Olivia Moore 24:12 Yep.

Justine Moore 24:12 I think there's been a lot of people wondering when are we gonna see the first big AI-native social platform.

Olivia Moore 24:17 Yes.

Justine Moore 24:18 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-

Olivia Moore 24:32 Yeah

Justine Moore 24:32 ... 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.

Olivia Moore 24:49 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.

Justine Moore 25:03 Yes.

Olivia Moore 25:03 So just like Vibecoding nine months ago was a completely unexpected category-

Justine Moore 25:07 Right

Olivia Moore 25:07 ... 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.

Justine Moore 25:14 Amazing. So we gotta stay tuned for the sixth edition it sounds like.

Olivia Moore 25:17 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.

Justine Moore 25:27 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.

Olivia Moore 25:34 And we'll see you in six months for the next one. [upbeat music]