Equity Investing in the consumer AI products OpenAI ‘won’t want to kill’
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Jan 7, 2026 
Vanessa Larco, a venture investor at Premise, shares her insights on the booming consumer AI market in 2026. She predicts a shift towards AI-powered services that may replace traditional apps like WebMD. Larco discusses how OpenAI won't dominate human-centric businesses and believes in the rise of 'disposable' software. She highlights her belief in voice interfaces thanks to Meta's Ray-Ban smart glasses and envisions stablecoins unlocking new fintech opportunities. Overall, an exciting glimpse into the future of consumer technology!
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Consumer AI Is Primed For Fast Adoption
- Consumer AI will see rapid adoption because users already know how to buy and use prosumer tools for work and life.
- Vanessa Larco says founders get immediate feedback from consumers unlike slow enterprise sales cycles.
Legacy Apps Face Absorption Or Reinvention
- Many legacy consumer apps may be subsumed into general-purpose AI or reappear as lightweight apps on AI platforms.
- Larco frames the core question as which services should be specialized versus absorbed by platforms like OpenAI.
Physical Marketplaces Are A Moat Against OpenAI
- OpenAI likely won't run logistics-heavy marketplace businesses because managing real-world humans is hard and undesirable for them.
- That leaves opportunities for startups to own physical logistics and niche communities.