This a16z podcast episode features a discussion on the state of consumerism in the age of AI, exploring new form factors, business models, and definitions of connection. The panelists discuss how AI tools are reshaping creative expression and filling social gaps, voice is emerging as a key interface, and AI companions are becoming more prevalent. They analyze the defensibility of AI companies, the shift in monetization strategies, and the potential for AI to intermediate various aspects of life, including entertainment and relationships. The conversation also speculates on the future of social networks, the role of AI in personal connections, and the possibility of software becoming the new luxury good, while also addressing the potential downsides of increased AI integration, such as decreased human interaction.