A16z report: consumer AI opportunities and untouched categories
A16z partner Olivia Moore released a top 100 consumer AI apps report: ChatGPT remains dominant, while smaller players like Suno and ElevenLabs show staying power, and about half a dozen consumer categories remain untouched by AI. She sees opportunity in revenue beyond subscriptions and APIs, noting only 2.2% of U.S. households pay for AI, indicating early days.