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5,000,000 users. Another 1,000,000 users onboarded onto AI-first crypto in 6 days. Over the past 6 weeks, we have been on a wild run. Biggest Ws so far: • The Great Pump Off Campaign w/ Kaito AI 🌊 • Venice partnership for uncensored AI • Messari integration for institutional...

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Where are we in the consumer AI cycle? I went on Bloomberg Technology to discuss what we a16z are seeing from studying the data since 2023. So far, a rising tide has lifted all boats. But, we're starting to see ChatGPT, Claude, and Gemini diverge in approach to winning the consumer. My main takeaways 👇 1. ChatGPT is still dominant - but the race for "default AI" is on. On web, ChatGPT is 2.7x larger than #2 Gemini. On mobile, 2.5x larger. But, ~20% of weekly ChatGPT users are now also using Gemini in the same week - and Claude is growing quickly with developer and prosumer use cases. 2. AI is going global - but not where you'd expect. We built a per-capita adoption index by country - Singapore ranks #1, followed by Hong Kong, the UAE, South Korea. The U.S. is down at #20 - with both a smaller % of white collar workers for whom AI is valuable, and more cultural pushback. 3. The creative tool category has completely transformed. In our first edition, 7 of 9 creative tools were image generators. Today only 3 remain - video, music, and voice have taken their slots. OpenAI and Google focusing on native image gen means you need to be specialized to standalone. 4. Agents are here. Manus and Genspark both made the web ranks - and if our data was for February (not January), OpenClaw would have debuted at #30! But, it has still not escaped containment to the mainstream consumer - expect more packaging around agents for specific use cases. 5. AI is leaving the browser. Between Cursor, Claude Code + Cowork, Granola, Wispr, and others, users are increasingly interacting with AI via desktop apps. We will have to evolve our methodology as AI becomes more ambient - and can't be measured by a website hit or app download. 6. AI-enhanced (not AI-native) players are waking up. For the first time, we included six legacy products that are now meaningfully AI enabled. Only 3 made the top 15 on web - including Notion, which reports 50% of ARR from AI. The others? Canva, Freepik, Grammarly, Capcut, and Picsart. Thanks to Caroline Hyde and Ed Ludlow for having me on - can't wait to see what the report looks like in another 6 months!

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