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Builders and founders should expect performance plateaus
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This metric may tell us more about the business model of consumer AI than the state of AI. AI for consumers almost inevitably will be subsidized and monetized via commerce, ads, or purchases of devices and other services. This metric may level off lower than we think.
a16z@a16zOct 1
98% of US households aren't paying for AI yet More charts in State of Markets II: https://www.a16z.news/p/state-of-markets-ii https://x.com/a16z/status/2105726958021885977/photo/1
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