Where Does Consumer AI Stand at the End of 2025?

In this a16z podcast episode, Anish Acharya, Olivia Moore, Justine Moore, and Bryan Kim discuss the consumer AI landscape of 2025, focusing on key model launches, interfaces, and user behaviors. They analyze the dominance of ChatGPT, the rise of Gemini with models like Nano Banana, and the specialization of players like Anthropic. The panel explores the importance of product details over raw model quality, the potential for a winner-take-most market, and the impact of multimodality and templates on content creation. Looking ahead to 2026, they predict opportunities for startups, the convergence of AI in enterprise and consumer applications, and the increasing significance of multimodal models in design and user experience. The speakers also recommend specific AI products and features for listeners to explore, highlighting the growing trend of consumer AI companies achieving high revenue retention through usage-based pricing.