In this episode of the a16z Podcast, Justine and Olivia Moore, partners on the a16z consumer team, discuss the latest trends in consumer AI. They explore the impact of AI-generated video content, focusing on Google's VO3 model and its implications for creators, including the rise of "faceless channels." They also discuss updates to voice tools like ChatGPT and 11Labs, highlighting improvements in realism and emotional expression. The sisters share data on the rapid revenue growth of consumer AI startups, noting that median ARR has reached $4.2 million within the first year, driven by subscription models and the willingness of consumers to pay for AI-native products. Finally, they demo AI-driven brand creation, showcasing how tools like ChatGPT, Ideogram, and CREA can be used to develop logos, product photos, and storefronts, ultimately predicting a future where AI assists entrepreneurs in creating full-stack AI brands.
