a16z Podcast

• The Top 100 GenAI Products, Ranked and Explained

  This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely.In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point.Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue.If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology.You can find the full GenAI 100 list at a16z.com/genai100-4 Timecodes: 00:00: Consumer AI Trends00:36: The Gen AI 100 List: Methodology and Insights02:38: Pivotal Moments in AI Development05:37: Assumptions and Realities in AI08:49: Emerging Trends and Newcomers11:53: The Brink List: Near Misses and Future Contenders16:13: Surprises and Consistencies in AI Adoption18:31: The Future of AI Applications19:54: Traffic Trends and User Demographics20:32: Resurgence and New Use Cases22:47: Competitors and Market Dynamics25:30: AI Video Models and Trends29:23: Mobile vs Desktop Usage30:34: Revenue Insights and Monetization34:06: Key Learnings and Final Thoughts Resources: Find Anish on X: https://x.com/illscienceFind Olivia on X: https://x.com/omooretweets Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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• Jensen Huang and Arthur Mensch on Winning the Global AI Race

  The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence.How AI will reshape global economies and GDPThe full AI stack—from chips to models to AI factoriesWhy AI is both a general purpose technology and deeply specializedThe open-source vs. closed AI debate and its impact on sovereigntyWhy no one will build AI for you—you have to do it yourselfIs this the most consequential technology shift of all time? If so, the stakes have never been higher.Resources: Find Arthur on X: https://x.com/arthurmenschFind Anjney on X: https://www.linkedin.com/in/anjney/Find NVIDIA on X: https://x.com/nvidiaFind Mistral: https://x.com/MistralAI Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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• Why AI Voice Feels More Human Than Ever

  AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly!In this episode, Anish Acharya, General Partner at a16z, and Olivia Moore, Partner at a16z, explore why AI voice is reaching a breakthrough moment, how today’s models feel more human than ever, and why voice is poised to become the primary way people interact with AI.With businesses already making tens of thousands of AI-driven phone calls daily, AI-powered conversations are no longer a distant vision—they’re happening now. Whether it's AI companions, customer service bots, or enterprise applications, voice tech is here—and it’s improving faster than anyone expected. Resources:Find Anish on X: https://x.com/illscienceFind Olivia on X: https://x.com/omooretweetsRead the report: https://a16z.com/ai-voice-agents-2025-update/Listen to Raising Health’s episode on how voice AI is solving healthcare’s workforce challenges : https://a16z.com/podcast/voice-ai-solving-healthcares-workforce-challenges-with-ankit-jain/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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• From Thesis to Meme to Fund: Building American Dynamism

  For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:The origins of American Dynamism—and why it was controversial at firstHow Washington and Silicon Valley can come togetherAmerica’s competitiveness in today’s great power competitionThe latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interestIf you’re curious about the future of America, this is a conversation you won’t want to miss.Check out this year’s full AD50 list at a16z.com/AD50. Resources: Find David on X: https://x.com/daviduFind Katherine on X: https://x.com/KTmBoyleFind last year’s’ American Dynamism 50 AI Addition’ here: https://a16z.com/american-dynamism-50-ai/Read Katherine’s article ‘Building American Dynamism’: https://a16z.com/building-american-dynamism/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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• What Founders Get Wrong About Scaling – With Carta’s CEO

  Henry Ward, cofounder and CEO of Carta, has spent over a decade scaling his company from an early-stage startup to a 2,000-person industry leader. In this a16z Speedrun conversation with Games partner Josh Lu, Henry shares hard-earned lessons on:Hiring missionaries vs. mercenaries — and how to keep company culture intact as you scaleThe reality of product-market fit and why many founders try to sell too soonThe evolution of a CEO — from building a product to building a system around youInputs vs. outputs, and why companies should focus on the right leading indicatorsTransparency in leadership, including when (and when not) to shareThis episode is packed with candid insights and lessons on company building. Recorded live at the a16z Speedrun program, you can learn more at a16z.com/games/speedrun. Resources: Find Henry on X: https://x.com/henryswardFind Josh on X: https://x.com/JoshLu Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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