The State of Consumer Tech in the Age of AI

In this episode, a16z General Partner Erik Torenberg is joined by the a16z Consumer team—General Partner Anish Acharya and Partners Olivia Moore, Justine Moore, and Bryan Kim—for a conversation on the current state (and future) of consumer tech.They unpack why it feels like breakout consumer apps have slowed down, how AI is changing the game, and what might define the next era of products. Topics include:The rise of AI-native consumer tools and companion appsWhy users are now spending $200+/month on AI productsThe missing AI-powered social graphWhy speed and iteration may matter more than traditional moatsAnd what it means to build for a world where software touches everythingFrom shifting business models to new behavior patterns, this is your pulse check on where we are—and where consumer is heading next.Timecodes:00:00:00 – Introduction to Consumer AI00:01:00 – The Evolution of Consumer Breakouts00:03:18 – The Shift in Consumer Spending00:08:00 – The Future of Social Networks with AI00:13:00 – Enterprise Adoption of AI00:20:42 – The Rise of Voice Technology00:23:06 – AI's Role in Enterprise Conversations00:25:25 – AI in Education and Personal Development00:26:34 – AI Companions: The New Norm00:31:52 – The Future of AI Companions00:38:50 – Speculating on New AI Platforms00:42:07 – The Social Norms of AI IntegrationResources: Find Anish on X: https://x.com/illscienceFind Olivia on X: https://x.com/omooretweetsFind Justine on X: https://x.com/venturetwinsFind Bryan on X: https://x.com/kirbyman01Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.