Olivia Moore, partner at a16z, discusses why enterprise adoption of voice AI agents is succeeding in highly regulated industries like banking.
Opinion
Moore: Big AI labs struggle to build opinionated consumer products
“In my opinion, we've gone through dozens of things that they've launched or tried as new consumer products or new consumer interfaces like group chat, like Pulse, like Atlas, like Sora. Google has had a long tail, like Stitch, Gems, Opal, Doppel, Tons. Yeah. N…”
Opinion
Moore: Chinese Video AI Models Outperform US Competitors Due to Unrestricted Data
“The Chinese models are so good, because they can train on any data. So, Seedance II is probably the best example of this, where it's just kind of, in some ways, head and shoulders above what the US companies have thus far been able to do.”
Assertion Not checkable as stated
Moore: ChatGPT reaches 800M-900M weekly active users in late 2025
“If we had to call it now, ChatGPT is currently in the lead, by far, at 800 to nine hundred million weekly active users.”
Assertion Contradicted
Moore: Perplexity Comet browser launch traffic surpassed ChatGPT Atlas
“If you look at the data, like the spike at launch and the sustained traffic for Comet was actually much higher than for ChatGBT's own browser launch, Atlas, which is kind of crazy given how much more distribution ChatGBT has than Perplexity.”
Assertion Not checkable as stated
Moore: Top consumer AI startups reach 100%+ net revenue retention
“Which is why we're also seeing, like, consumer products for the first time ever have more than a hundred percent revenue retention.”
Assertion Not checkable as stated
Olivia Moore: Consumer AI startups reach $4.2M median ARR in Year 1
“What we found was actually pretty surprising, which is that the median ARR, annualized revenue run rate, is now 4.2 million dollars at month 12 for consumer startups. The bottom quartile is 2.9 million. And the top quartile is 8.7 million.”