Discussion

• @alexmashrabov @alexmashrabov on x

  Excited to see @higgsfield as top video AI company by the number of users.

• @changchen_cc Chang Chen on x

  The latest @a16z AI Top 100 list just dropped, and we're proud to say 11 of them are Hockey Stick Growth partners. 🚀 Huge thanks to the founders and marketers for the trust and the incredible creators who turn features into viral movements. Let's keep scaling. @Hockey_Stick_G

• @scobleizer Robert Scoble on x

  A very detailed and interesting report on state of AI industry.

• @anisha_moonka Anish Moonka on x

  CapCut, a video editor, has 736 million monthly active users on mobile. That makes it the second biggest consumer AI product in the world, behind only ChatGPT. It was never on this list before. For six editions over three years, a16z only counted products that were built as AI

• @lennysan Lenny Rachitsky on x

  Surprises: - Perplexity higher than you'd think - removebg the 16th most popular AI tool - Google AI studio beating Lovable, and together they're ahead of all other vibe-coding platforms - JanitorAI is not what you expect - Three in the top 20 are AI chatbot friends - Google has …

• @aleximm Alex Immerman on x

  ChatGPT has 87% market share of app time spent. 8x more than the next biggest player. [image]

• @a16z @a16z on x

  ChatGPT has over 2.5x as many paid monthly subscribers than Gemini and Claude do combined Full report: https://a16z.com/... [image]

• @illscience Anish Acharya on x

  openclaw in 2026 is what chatgpt was in 2022 - a viral glimpse into the very near future .. [image]

• @a16z @a16z on x

  Global AI usage is splintering into three distinct camps Full report: https://a16z.com/... [image]

• @a16z @a16z on x

  America ranks 20th in per capita AI adoption Full report: https://a16z.com/... [image]

• @omooretweets Olivia Moore on x

  🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇 [image]

• r/OpenAI r on reddit

  a16z report came out: ChatGPT and Gemini has unparalleled retention among all AI companies at >50% for each

• @sarahdingwang Sarah Wang on x

  “Reports of my death are greatly exaggerated” - ChatGPT Narrative violation. Growth of AI tools is incredible but the retention of the very best is equally amazing. Users vote with product time and tokens spent. Always pay attention to revealed vs. stated preference. [image]

• @omooretweets Olivia Moore on x

  For the average consumer, ChatGPT is AI. That means that all press is good press for any competitors - we saw this with DeepSeek's fast rise last January. Even bad headlines drive market awareness! But after you acquire users, you have to retain them - which is a tougher battle

• @tbpn @tbpn on x

  DeepSeek usage in the US has “completely fallen off” because it was unable to retain American users after the initial hype around it died down, says a16z's @omooretweets [video]