Consumer Applications

topic on 4 shows · 4 statements across 4 episodes

No Priors the MAD Podcast the a16z Podcast 20VC

4 statements about Consumer Applications, every show

NO PRIORS Prediction Not checkable as stated
Zhang: Foundation model labs will target consumer applications before enterprise software
“I think it makes a lot of sense for them to push into application layer, and I think they will. In terms of what applications, I mean, generally they'll probably start with applications where it's more consumer prosumer-y because there's, it's just more self-c…”
Jesse Zhang Sep 18, 2025 ▶ 18:37 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
MAD Assertion Not checkable as stated
Perret: Plaid built five or six failed consumer apps before pivoting
“We actually built, I think, five or six of them.”
Zach Perret May 13, 2019 ▶ 7:10 Fireside Chat: Zach Perret, Founder & CEO of Plaid (FirstMark's Data Driven NYC)
a16z Opinion
Ehrsam: Crypto infrastructure startups have higher success odds than consumer apps
“So as a result, it's probably a lot more valuable and relevant to build infrastructure components that lets people scale that and build apps in the future rather than trying to build Facebook right now. I would assign a higher likelihood of success to systems …”
Fred Ehrsam Jan 2, 2019 ▶ 25:47 a16z Podcast | Why Crypto Tokens Matter
20VC Opinion
Levine: Evaluating consumer apps via DAU/MAU ratios is a backward-looking strategy
“Everyone's looking for the next consumer application that has a high DAU over MAU ratio, which I think is sort of, is very much a rearview mirror way of looking at things.”
Jeremy Levine Jun 26, 2017 ▶ 23:33 20VC: Bessemer's Jeremy Levine on Why We Are In A Fallow Period For Consumer, Why It Is Bogus That Operational VCs Can Add More Value & 2 Golden Rules To Always Tell Entrepreneurs Pre-Investment

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