In this episode, a16z General Partner Erik Torenberg is joined by the a16z Consumer team—General Partner Anish Acharya and Partners Olivia Moore, Justine Moore, and Bryan Kim—for a conversation on the current state (and future) of consumer tech.
They unpack why it feels like breakout consumer apps have slowed down, how AI is changing the game, and what might define the next era of products. Topics include:
- The rise of AI-native consumer tools and companion apps
- Why users are now spending $200+/month on AI products
- The missing AI-powered social graph
- Why speed and iteration may matter more than traditional moats
- And what it means to build for a world where software touches everything
From shifting business models to new behavior patterns, this is your pulse check on where we are—and where consumer is heading next.
Timecodes:
00:00:00 – Introduction to Consumer AI
00:01:00 – The Evolution of Consumer Breakouts
00:03:18 – The Shift in Consumer Spending
00:08:00 – The Future of Social Networks with AI
00:13:00 – Enterprise Adoption of AI
00:20:42 – The Rise of Voice Technology
00:23:06 – AI's Role in Enterprise Conversations
00:25:25 – AI in Education and Personal Development
00:26:34 – AI Companions: The New Norm
00:31:52 – The Future of AI Companions
00:38:50 – Speculating on New AI Platforms
00:42:07 – The Social Norms of AI Integration
Resources:
Find Anish on X: https://x.com/illscience
Find Olivia on X: https://x.com/omooretweets
Find Justine on X: https://x.com/venturetwins
Find Bryan on X: https://x.com/kirbyman01
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
