Editorial illustration for A16z's Olivia Moore on OpenAI's Consumer Strategy
A16z Report: ChatGPT Dominates Top 100 Consumer AI Apps
A16z's Olivia Moore on OpenAI's Consumer Strategy
Olivia Moore spends her days tracking which AI apps people actually open twice. As a partner at Andreessen Horowitz, she released a report Monday ranking the top 100 consumer AI apps, and the results complicate the narrative that consumer AI is running out of road. ChatGPT still dominates by a wide margin, but Suno and ElevenLabs have carved out durable positions well behind it. The more telling finding is the gap: Moore's report flags half a dozen consumer categories AI has barely touched at all.
That report lands at an odd moment. OpenAI has spent this year leaning harder into enterprise contracts, a shift that's fed a round of pessimism about whether consumer AI can generate real revenue beyond subscriptions and API fees. Moore sees it differently.
She covers this market closely enough to know where the money actually flows, and she argues the current economics don't reflect what's coming. I spoke with her this week about why she thinks it's still early for consumer AI, what OpenAI's enterprise push really signals, and where the untapped revenue might come from. The conversation has been edited for length and clarity.
Olivia Moore covers consumer AI as a partner at Andreessen Horowitz – and on Monday, she released a report on the top 100 consumer AI apps. ChatGPT is still the biggest player by a mile, but smaller players like Suno and ElevenLabs are showing real staying power. Even more interesting is what we don’t see, as Moore’s report details half a dozen consumer categories that seem to be completely untouched by AI.
Why this matters
Moore's data point to a split that founders should take seriously: consumer AI usage is real and growing, but the revenue is concentrating in subscriptions and token resale, not the sprawling app layer venture capital bet on a few years ago. OpenAI's own behavior is the tell. A company that could subsidize any consumer product it wanted is instead leaning into enterprise contracts and API volume, because that's where the money actually clears today.
For builders chasing the next ChatGPT, the lesson isn't that consumer AI is dead, Suno and ElevenLabs prove otherwise, it's that durability now requires a defensible niche or a workflow sticky enough to survive platform shifts. The "missing categories" in Moore's top 100 list matter as much as what's on it: they mark where bigger players will either move in or where nobody's found a business model yet. Watch those gaps.
They're either graveyards or the next $100 million opportunity, and right now even a16z isn't sure which.
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Common Questions Answered
What does Olivia Moore's report reveal about the top consumer AI apps beyond ChatGPT's dominance?
While ChatGPT remains the dominant player by a significant margin, Moore's report shows that smaller AI apps like Suno and ElevenLabs have established durable positions in the consumer market. The report reveals that despite these successes, there are half a dozen consumer categories that AI has barely touched, indicating substantial untapped opportunities for growth in the consumer AI space.
How is consumer AI revenue actually being generated according to Moore's findings?
According to Moore's data, consumer AI revenue is concentrating in subscriptions and token resale rather than through the sprawling app layer that venture capital had previously bet on. This shift suggests that the traditional app-based monetization model that investors expected is not materializing as the primary revenue driver in the consumer AI market.
What does OpenAI's strategic focus on enterprise contracts reveal about consumer AI profitability?
OpenAI's decision to prioritize enterprise contracts and API volume over subsidizing consumer products indicates that enterprise and API-based revenue models are more profitable than consumer app distribution. This behavior demonstrates that despite having the resources to dominate consumer markets, the actual money in AI is clearing through enterprise relationships rather than direct consumer applications.
What is the significance of the gap in untouched consumer AI categories identified in Moore's report?
The identification of half a dozen consumer categories barely touched by AI represents significant opportunities for future growth and innovation in the consumer AI space. This gap complicates the narrative that consumer AI has run out of potential, suggesting that founders and investors should focus on these unexplored categories rather than competing in saturated markets like general-purpose chatbots.
Further Reading
- Top 100 Gen AI Consumer Apps: March 2026 - Andreessen Horowitz
- The Top 100 Gen AI Consumer Apps - Andreessen Horowitz
- The Top 100 Most Used AI Apps in 2025 - Andreessen Horowitz
- Top 100 Consumer AI Apps: Seventh Edition - Andreessen Horowitz
