a16z report: consumer AI is prosumer with huge whitespace

Andreessen Horowitz partner Olivia Moore released a report analyzing the top 100 consumer AI apps, revealing that the market is currently driven by 'prosumers' rather than average users. Only 2.2% of U.S. households pay for AI services, with revenue concentrated in coding and productivity tools like Cursor and ElevenLabs. Moore identifies significant whitespace in sectors such as dating, retail, and health, noting that no major players have emerged there yet. She suggests the industry must pivot toward ad-supported models and cheaper open-source inference to achieve mass adoption beyond high-income tech workers.