“So I'm going to make an early call that we'll see Temu at least in the top five, if not higher.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Olivia Moore
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…”
Olivia MooreDec 29, 2025▶ 32:14Where does consumer AI stand at the end of 2025?
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.”
Olivia MooreMar 10, 2026▶ 19:55Inside a16z’s Top 100 AI Apps Report with Olivia Moore
AssertionNot checkable as stated
Moore: Voice AI outperforms humans in financial compliance adherence
“But it turns out this is an area where voice AI actually outperforms because humans are actually very good at violating compliance and regulations and voice AI can get it every time.”
Olivia MooreDec 22, 2025▶ 10:11How AI Agents Will Transform in 2026 (a16z Big Ideas)
AssertionNot 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.”
Olivia MooreDec 29, 2025▶ 1:23Where does consumer AI stand at the end of 2025?
“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.”
Olivia MooreDec 29, 2025▶ 11:02Where does consumer AI stand at the end of 2025?
AssertionNot 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.”
Olivia MooreDec 29, 2025▶ 35:44Where does consumer AI stand at the end of 2025?
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