Olivia Moore
Partner, Andreessen Horowitz. On 3 shows, 17 appearances. The Shows tab opens the full record on each.
investoranalysthostauthor@omooretweets ↗LinkedIn ↗a16z.com/author/olivia-moore ↗
Olivia Moore is a venture capitalist at Andreessen Horowitz who focuses on investments in consumer internet, SMB tools, and applied generative AI startups. She is known for co-authoring a16z's recurring Top 100 Gen AI Consumer Apps report and publishing analysis on consumer AI adoption trends.
3shows
17appearances
257statements
102resolved
81supported
8contradicted
79%fully supported
9said about them ↓ Everything Olivia Moore said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Moore: Roughly One-Third of Americans Use AI Tools Monthly
“Like in the US, it's around probably a third of people are, Monthly active users of something like a ChatGPT.”
Moore: No Single AI Video Model Will Dominate the Market
“The way video is shaping out, there's, it's unlikely to be like one model to rule them all, and so you kind of need to be able to switch between them.”
Moore: Manus Grew to $100M-$200M ARR in 6 to 9 Months
“The ramp that they reported from like zero to a 100,000,200 million ARR in the span of like, honestly, six, nine months is, is really kind of best in class.”
Moore: Perplexity Comet Peak Download Traffic Reached 5x OpenAI Atlas
“If you look at kind of the highest spike for Comet and Atlas in terms of visits to the download page, Comet is five times ahead of Atlas”
Moore: Consumer AI in Finance and Healthcare Will Explode Shortly
“But I think it does unlock a lot of these other consumer use cases of AI, like finance, healthcare travel planning, complex shopping even, where pre-agents, there was just so much data you had to go out and grab. And do it reliably and do it across systems tha…”
Olivia Moore: Less than 10% of ChatGPT users tried rival LLMs in 2025
“For most of the year, less than 10% of ChatGPT users even visited another one of the big LLM providers.”
Moore: Only 9% of AI users subscribe to multiple major LLMs
“So only nine percent of consumers are paying for more than one out of the group of ChatGPT, Gemini, Claude, and Cursor.”
Moore: Gemini desktop users growing 155% year over year and accelerating
“With the launch of new viral models like Nano Banana, Gemini is now growing desktop users a 155% year over year, which is actually accelerating even as they reach more scale, which is pretty crazy to see.”
Moore: ChatGPT year-over-year growth slowed to 23%
“And ChatGPT is only growing 23% year over year.”
Olivia Moore: Native audio integration drove Veo 3's viral success
“It's kind of like the VO three moment when I don't think it was intuitive to people that video would be cracked necessarily by bringing audio together with video in the same place. And that ended up being the thing that made AI video go viral.”
Olivia Moore: Gemini hits 50% of ChatGPT scale on Android, 17% on iOS
“Like, if you look at Android, Gemini is at, like, 50% of ChatGPT's scale on mobile, whereas on iOS it's, like, 17%.”
Olivia Moore: AI content undermines traditional social status games
“And when it's AI generated content and people know it's not real, like a real representation of you as a human being, the status game is lost a little bit.”
Moore: Voice AI startups add fake background noise to seem human
“Actually, in some cases, I've heard of voice agent companies slowing down their agent or introducing background noise to make it sound more like a human.”
Google Gemini reaches half of ChatGPT's mobile app traffic
“Gemini was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web, but it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app, which is interesting. It's mostly Android users, which I think you wou…”
Manus hits $90M ARR with top traffic from Brazil and US
“Manus is a great example. They just announced a ninety million annualized run rate. And if you look at their traffic, it's number one Brazil, number two US, and number three China.”
Vibe coding platforms see over 100% revenue retention in first months
“And we put some of this in the report, but what we found for many of the leading vibe coding platforms, Is they actually see a hundred percent or above, ah, revenue retention in the first three months, and then maybe flatten out, ah, a bit below, ah, a hundred…”
Olivia Moore: 90% of TikTok and Reels feeds are AI-generated video
“I mean, if you've been on TikTok or Reels or YouTube Shorts recently, in the past week, probably 90% of your feed is AI generated video.”
Olivia Moore: Google Veo 3 restricts real people but permits cartoon IP
“The interesting thing about VO three is there's no IP restrictions, at least on cartoon characters.
Yeah, on real people, there are.
On cartoon characters, there are not.”
Olivia Moore: Backlash over 'Sky' voice spooked OpenAI from releasing human-sounding AI
“I honestly think a big part of it might have been when they first released advanced voice mode, if you remember all the controversy around her, And was this gonna be a, you know, a companion that replaced humans, and some of what people would think of as kind …”
Olivia Moore: Apple is outsourcing core mobile AI features to ChatGPT
“It does seem like from a lot of Apple's updates that they put out, they're kind of outsourcing a lot of the true AI features to ChatGPT just running on your phone.”
Olivia Moore: Notification summary backlash spooked Apple into delaying AI Siri
“It seems like that spooked Apple a little bit, and they keep kind of retrenching on the timeline of releasing AI Siri.”
Olivia Moore: Consumer AI startups charge an average of $22 per month
“So we also ran some extra some additional data analysis that shows that On average, consumer AI startups are charging 22 dollars a month across the average user, which again is like more than double what they were able to charge pre-AI for subscription compani…”
Olivia Moore: AI startups convert consumer usage to enterprise contracts faster
“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 w…”
The other half of the tape: Olivia Moore's own voice is left out of every number here. Other people bring the name up 9 times in 7 episodes across the shows. every mention, with the transcript →
Who brings them up most Alex Rampell 2Alex Kantrowitz 2Shawn Wang 1Anish Acharya 1
Every mention by year
tap a year for its mentions
the a16z Podcast 5
Big Technology 3
Latent Space 1
2026 4 mentions in 3 episodes 1 per episode
2025 5 mentions in 4 episodes 1 per episode
- Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
- Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
- The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
- every mention in 2025, scene by scene →
One line per show, most statements first. The link opens Olivia's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| a16zLEDGER | Partner, Andreessen Horowitz | 15 | 214 | 81% 73/90 | full record on the a16z Podcast → |
| BIG TECHNOLOGYLEDGER | Partner, Andreessen Horowitz | 1 | 35 | 50% 4/8 | full record on Big Technology → |
| LATENT SPACELEDGER | Partner, Andreessen Horowitz | 1 | 8 | 100% 4/4 | full record on Latent Space → |