The Top 100 Gen AI Consumer Apps

Bullish:

• $OPENAI - ChatGPT is building an everything app with massive scale advantages, authentication layer strategy, and compounding network effects that will enable monetization through ads, transactions, and subscriptions.

  • “ChatGPT is really doubling down on like consumer marketplaces, travel, nutrition, consumer finance, things like that.”

    Olivia·5:10

  • “we wanna be the AI for everyone. And that means that they're trying to acquire every consumer and they'll monetize them in different ways.”

    Olivia·6:01

  • “they will be able to monetize those people through ads and probably also I would guess through transactions. Like if they're building the gateway to book a trip or do all of these other kind of long tail consumer purchases, hypothetically, they should eventually be able to take some kind of cut of that”

    Olivia·6:47

  • “essentially, you'd be able to log in with your ChatGPT account and take like your memory and your tokens with you. And then that other product would be able to kind of borrow those things to be even more powerful and helpful for you.”

    Olivia·0:16

  • “ChatGPT is a very, very clear winner. So on web, they're 2.7 times bigger than Gemini. On mobile, they're 2.5 times bigger than Gemini.”

    Olivia·4:00
• $GOOGL - Google's creative AI products like Nano Banana are gaining significant traction, with usage perfectly correlated to model releases, and they're successfully innovating in greenfield areas like Notebook LM.

  • “Gemini is kind of in its own little corner as well. And the traction has largely been driven by creative tools there. So if you look at their kind of active users and paying users, it's nearly perfectly correlated to releases of like v o three, nano banana one, nano banana pro, nano banana two.”

    Olivia·5:18

  • “I think Notebook LM was actually the first look at this and that was something truly new in like consumer AI audio.”

    Olivia·11:40

  • “what they've done a really, really good job at is these new creative products that are basically very model driven from the the DeepMind team who I think is generally fantastic.”

    Olivia·11:29
• $META - Meta's $2 billion acquisition of Manus positions them strongly in the agent space, leveraging their massive distribution advantages for horizontal AI products.

  • “Manus made our web list. And, of course, they had a $2,000,000,000 plus acquisition by Meta also in the course of the list. Incredible growth like the the ramp that they reported from like zero to a 100,000,000, 200,000,000 ARR in the span of like honestly six, nine months is is really kind of best in class.”

    Olivia·28:17

  • “once everyone has that agentic capability and you might imagine they will if it's kind of based on the core underlying models. Mhmm. Then it's actually if you're such a horizontal product, you may be better off with the distribution forces of a meta or a Google”

    Olivia·29:17
• $AIAGENTS - AI agents are becoming ubiquitous with explosive growth potential, as every tech company will eventually become an agentic company, unlocking new consumer use cases in finance, healthcare, and travel.

  • “I think that agents similar to like how in 1990, an Internet company was like a .com company. Right? Or a tech company. Like, .com was its own its own designator.”

    Olivia·35:17

  • “think ultimately every AI company and then every tech company is going to be an agentic company Mhmm. Because that's just where the models are headed.”

    Olivia·35:33

  • “I think it does unlock a lot of these other consumer use cases of AI like finance, health care, travel planning, complex shopping even where pre agents, there was just so much data you had to go out and grab.”

    Olivia·35:55

Bearish:

• $ANTHROPIC - Claude has minimal consumer traction despite tech Twitter hype, with ChatGPT being 30x bigger on web and 80x bigger on mobile, limiting to a niche prosumer market.

  • “despite again, like the kind of tech Twitter discourse, Claude, they're almost 30 times bigger than Claude on web and almost 80 times bigger than Claude on mobile.”

    Olivia·4:11

  • “He was like, we have more people using ChatGPT free version in Texas than Claude has all users globally, which is true.”

    Olivia·4:26

  • “I think Claude has been very clear that they're just gonna monetize via subscriptions, which is great for people and companies who can pay for subscriptions, but it won't be everyone.”

    Olivia·6:08
• $AISOCIAL - AI-only social networks are failing to gain traction as content lacks emotional stakes and users export to traditional platforms where it competes against superior human content.

  • “I don't think we've seen a social product yet succeed that's like entirely AI content. The emotional stakes just feel lower in some ways.”

    Olivia·0:30

  • “because the content was exportable. Mhmm. People would take it to TikTok. They would take it to Instagram reels. They would take it to YouTube. And there, it competed against the best human made content.”

    Olivia·24:02

  • “What has dropped off about Sora is the new downloads. So there may be they peaked to like 6,000,000 a month in November. It's looking like a million and a half now.”

    Olivia·23:19