Olivia Moore, partner at Andreessen Horowitz (a16z), speaks with Alex Kantrowitz about the viability of ChatGPT becoming a super app versus acting as an identity and context provider.
“Maybe you're not ordering an Uber through ChatGPT, but any other product you can authenticate through, and it can borrow your tokens, it can borrow your memory, it can borrow everything that it knows about you from ChatGPT. I think that is probably more of where we're headed versus solely using every app in the ChatGPT interface.”
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More from Olivia Moore
Insight
Foundation AI labs face constraints, creating massive gaps for independent startups
“These labs have so many resources, but they are still constrained. They're constrained on, like, compute. They're constrained on inference. They're constrained on people. Every second building, like, a new creative model is a second they could have spent on a …”
Olivia MooreMar 12, 2026▶ 11:22AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
AssertionNot checkable as stated
Founders trying cheaper audio models consistently return to ElevenLabs for quality
“11 Labs is a great example because I think you would imagine that OpenAI and others would have Built their own best in class audio models, but they just had such a compelling head start to the point that, like, the models are amazing. I will talk to founders w…”
Olivia MooreMar 12, 2026▶ 13:18AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
PredictionNot checkable as stated
Manual software onboarding will disappear in two to five years
“In two, three, five years, Onboarding to software should not be a thing. Like, you should be able to log in with a ChatGPT or a Claude, and that new software product should know everything about you and, like, set up perfectly to cater to you”
Olivia MooreMar 12, 2026▶ 20:49AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Opinion
OpenClaw is probably 2026's most important AI architectural unlock
“Like, I believe it's probably the most important kind of architecture unlock that we will have for 20, 26.”
Olivia MooreMar 12, 2026▶ 29:15AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
PredictionNot checkable as stated
Moore: OpenClaw will never crack mainstream consumers horizontally
“Well, so I personally don't think it's ever going to crack the mainstream consumer in a horizontal way.”
Olivia MooreMar 12, 2026▶ 34:09AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
PredictionNot checkable as stated
Moore: Agent architecture will embed into focused consumer apps, not horizontal tools
“And so I think we're actually not going to necessarily see a horizontal open claw for consumer, but we're going to see an open claw style architecture built into more focused consumer products.”
Olivia MooreMar 12, 2026▶ 35:06AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
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