What's "working" in consumer AI? We @a16z pulled the data. There are only seven products that rank in the top 50 globally on web traffic, mobile traffic, and monthly revenue What they have in common: - General assistance: everyone knows and loves them - @ChatGPT and @claudeai. Also in this category? @perplexity_ai - which ranks significantly higher in revenue than it does in traffic. Perplexity has recently leaned in to monetizing power users via agentic products like Computer - Creative tools: represented here by @suno and @Photoroom, examples of two different (both successful) strategies. Suno developed a proprietary model in an area where the labs were less likely to play (music), partially due to legal complexity. Photoroom serves prosumer users making content with AI for marketing, e-comm, etc. with tools that are both very easy to use and very accessible (I'm a mobile WAU!) - Incumbents adding AI: @NotionHQ and @canva both rank here. They benefit from existing distribution / user bases, but have been nimble enough to reinvent their products with AI...Canva for creative generation and editing (see category 2 above), and Notion as an AI workspace for teams and agents. I expect to see many more companies on this list as consumer AI categories open up - which may require more "free" products that monetize via ads or transactions. Each of the above is fairly subscription-heavy / freemium.