Olivia Moore: AI startups convert consumer usage to enterprise contracts faster
Olivia Moore · What You Missed in AI This Week (Google, Apple, ChatGPT) · Jun 13, 2025 · at 22:18
Olivia Moore, investing partner at a16z, explains how bottom-up consumer adoption converts into enterprise contracts for AI startups like ElevenLabs compared to older SaaS companies like Canva.
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“And we're seeing, I would say, companies convert consumer revenue to enterprise revenue. Way faster than they ever did before. Like, companies like Canva previously took five, six, seven plus years to really move from consumer prosumer to enterprise. And now we're seeing companies like 11 Labs is a great example. Where someone might start using it as a 10 dollar a month plan to make their own fun videos at home, and then turns out they work at Some big entertainment company. And they bring it in there to work, and then they convert to a really high ACB enterprise contract, which is super exciting.”
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