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consumer AI

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jan 23, 2025 by Tomasz Tunguz · across every show →

Everything said about consumer AI, oldest first

Jan 23, 2025 bullish
Prediction Held up
Tunguz: Consumer AI will surpass one billion users in 2025
“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”
Tomasz Tunguz Jan 23, 2025 ▶ 2:54 Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
Oct 10, 2025
Opinion
Siddharth: Enterprise AI automation is at 0.25 on a 10-point scale
“If I think of a zero to 10 point scale on the consumer side, we are maybe at a three. On the enterprise side, we are maybe at a .25 at best, right?”
Jonathan Siddharth Oct 10, 2025 ▶ 44:36 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Jun 23, 2026 bearish
Opinion
Pincus: Consumer AI feels uninvestable due to lack of distribution
“I think consumer AI still feels uninvestable. There's no obvious distribution. There's been, like, two companies that make sense, like Sumo and Midjourney. There's, like, this prosumer place, but I think that the whole environment is amazing, but I also think …”
Mark Pincus Jun 23, 2026 ▶ 1:23:29 Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
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