Olivia Moore, a consumer AI partner at Andreessen Horowitz (a16z), discusses usage metrics comparing Perplexity's Comet browser launch with OpenAI's ChatGPT Atlas browser launch.
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.”
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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.”
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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.”
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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.”
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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.”