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Where Does Consumer AI Stand at the End of 2025?

The a16z Show

2025/12/29
The a16z Show

The a16z Show

2025/12/29

Shownote

As 2025 comes to a close, consumer AI is entering a new phase. A small number of products now dominate everyday use, multimodal models have unlocked entirely new creative workflows, and the big labs have pushed aggressively into consumer experiences. At th...

Highlights

As the dust settles on 2025, the consumer AI landscape has evolved beyond hype into a more defined era of real-world usage and measurable impact. A handful of dominant platforms now shape user expectations, while new technical capabilities are quietly redefining how people create, search, and interact with digital content. Beneath the surface of high-profile launches, subtle shifts in product design, distribution, and user behavior are setting the stage for what comes next.
05:43
The 'pulse of the world' in AI may still be under-hyped
10:34
Perplexity Comet browser shows strong user adoption among prosumers
13:05
ChatGPT has a more intuitive interface than Gemini
18:00
Humor could be the key to Sora 2's social success
28:58
Labs are combining text, image, and video efforts to create a multimodal mega-model
32:22
Notebook LM from Google stands out as a successful consumer AI product from a big lab.
42:47
Models have reached a quality level where scalable consumer apps can be built

Chapters

Which AI Breakthroughs Actually Moved the Needle in 2025?
00:00
What Hidden Gems in AI Productivity Are Ready to Rise?
08:13
Why Is ChatGPT Still Winning the User Experience Game?
13:05
Can AI-Generated Content Ever Be Truly Social?
18:00
What Is Anthropic Betting On That Others Aren’t?
23:23
Where Can Startups Outmaneuver the Big AI Labs?
32:22
Who Will Lead the Next Wave of Consumer AI Apps in 2026?
40:20

Transcript

Olivia Moore: For most of the year, less than 10% of ChatGPT users even visited another one of the big LLM providers. Bryan Kim: When you open Gemini, it has a pop-up that says, we got a Nano Banana. Would you like to do something with it? A little pane w...