یه کارشناسی به اسم اولیویا مور از شرکت سرمایه‌گذاری معروف a16z نشسته آمار بازار هوش مصنوعی رو درآورده تا ببینه این وسط کیا واقعاً بار خودشون رو بستن

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.