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A16Z has just released the TOP100 report of the Genai Consumption Application.Since ChatGPT has pushed the generation AI to the public’s vision more than a year ago, we have witnessed the birth of thousands of new consumer products. These products have merged the magic of AI -from video generator to workflow tipsFrom creative tools to virtual partners.
Six months ago, A16Z studied network traffic data in depth to distinguish important information and noise.According to the monthly visits, A16Z ranked the most popular generative AI network product and found the actual model of consumers’ actual use of this technology.
Although some early “winners” attracted widespread attention -especially ChatGPT and Midjourney -but new AI native companies appeared every month, which inspired a vibrant and competitive market.
Now, six months later, A16Z returns to the data to update the analysis of A16Z again, and once again rank the first 50 AI network products based on Similarweb’s data (as of January 2024).The results discovered by A16Z are surprising: Compared with A16Z’s initial September 2023 report, more than 40% of the companies on the list are new companies.
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However, unlike the initial analysis of A16Z -at that time, A16Z first ranked the company based on network traffic, and then added mobile application data to these companies -this time, A16Z divided the network and mobile generation AI products into two independent ones.List.
Similar to the network ranking, mobile applications are sorted according to the number of active users monthly, and the data comes from Sensor Tower (as of January 2024).This distinction allows A16Z to check the complete universe that can check the top AI mobile application for the first time.Just as A16Z is about to discuss, consumers have a significant difference in interactive ways on mobile devices compared with the generatory AI on the Internet.
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In addition to the inherent interests of these rankings itself, the data also reveals several notable trends, including emerging and expansion categories, AI investment, and participation models. The following are some of the main points of A16Z:
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In view of the amazing growth of ChatGPT -in the analysis of A16Z six months ago, it is already the 24th major website in the world -A16Z expects this pioneering chat robot to maintain its position on the top of the list.
In fact, ChatGPT’s monthly network visits are close to 2 billion times, which is about five times that of the second -ranked company Bard (now Gemini).Together with Gemini, partner creator Character.ai and Writing Assistant Quillbot remained in the top five positions.However, this does not mean that the list of lists in the past six months is unchanged: 22 companies are new faces for online traffic rankings.
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Among the so -called newcomers, the highest ranking includes Liner, a AI research co -pilot; Anthropic universal assistant Claude; and three non -review AI partner applications: Janitorai, SpicyChat, and Crushon.(About the more information behind AI partners, see below.)
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A16Z’s mobile list is completely new.ChatGPT is also leading here -but the advantage is small.As far as active users are concerned, the scale of ChatGPT is about the second and third places, 2.5 times of Microsoft Edge and Photomath.For mobile products, the top five are made up by Microsoft’s search engine Bing (now reconstructed AI) and photo enhancement and avatar creation device Remini.
Interestingly, five AI companies are real “cross -border”, both online products and mobile applications have entered the top 50 lists: ChatGPT, Character.ai, chat robot polymer POE, and image editor Photoroom and image editor, andPixelcut.
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Six months ago, A16Z noticed that most of the universal assistants based on large language models (LLM) like ChatGPT occupied most of the network traffic.In the analysis of the A16Z update, A16Z saw two new categories added to mix: music and productivity (including tasks such as research, coding help, and document summary).
So far, Suno is the only music company to enter the ranking.This tool can generate original songs in the browser according to text prompts -containing lyrics, covering a variety of styles.SUNO initially started as a product that is limited to Discord, similar to Midjourney, but launched independent sites and Copilot extensions in December 2023.(Here, read more potential about the A16Z in the AI music category).
Several major consumer AI products such as Suno were initially started on the Discord server -or still running mainly through Discord.This platform provides a test venue (and community!) Without the need to build a complete front -end product.
The traffic to the Discord server is almost impossible to measure, but the network traffic of each server invitation page is a proxy of this.According to this indicator, as of January 2024, nine AI products or communities are located among the top 100 Discord servers in inviting traffic, led by Midjourney.
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The second new category on the list is productivity.The AI native platform can enhance people’s interaction with software, allowing them to entrust daily tasks and reduce the time for administrative expenses.Productivity categories include seven companies in the ranking: Liner, Eightify, Phind, Maxai, Blackbox AI, Otter.ai, and Chatpdf.
PS: In the ranking of A16Z in September 2023, there was no productivity category at the time, and Chatpdf was classified as “other”.
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It has functions such as editing and summary in the process. These companies focus on helping employees, freelancers and SMEs (SMB) owners to complete their work more efficiently.For example, Eightify provides a summary of YouTube videos, and OTTER.AI can record the meeting notes in real time and transcribe.
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Six of the seven productivity applications on this list are either provided or fully expanded through the Google Chrome extension.
A16Z is expected to operate more AI productivity tools with the work that the user has already performed in the process, eliminating the needs of copying and paste prompts and output between assistants like ChatGPT.
Alternatively, AI productive forces may invent new end -to -end workflows around the unique capabilities of the generation AI.AI workflow products can help users recognize what can be improved and then automatically make these improvements.
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Having an AI partner may look like a niche field, but this activity has become a major case of generation AI.There have been millions of people -including A16Z themselves -established a relationship with chat robots.The network and mobile data indicate the upcoming social change here: AI partners are becoming mainstream.
Six months ago, only two AI partner companies entered the top 50 lists; in this updated analysis, there were eight on the Internet and two moved on the Internet.Character.AI leads the partner tools on the network and mobile platforms. The website ranks 3rd and mobile ranks 16th.
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The six of these eight online partner products claim to be “no censorship”, which means that users can have a limited dialogue or interaction on platforms like ChatGPT.Users are mainly accessing these products through mobile networks, not desktops -although almost no applications provide applications.On average, 75% of the traffic on the A16Z website without reviewing the partner tool came from the mobile terminal.
For those partner products that do have mobile applications, the user participation is extremely high.The most successful product in this category becomes the core part of the daily life of users, becoming as common as sending text messages to friends (if not even more).
As an expert consultant, it is important to recognize that the knowledge and understanding of A16Z is continuously developing and expanding.In the field of generating AI and AI partners, technological progress and social acceptance are rapidly changing, which puts new opportunities and challenges for researchers, developers and users themselves.
The use trend and the evolution of consumer preferences seen by A16Z emphasized the importance of continuous observation and analysis of this rapid development field.With the maturity of technology and the further acceptance of the role of AI partner, A16Z is expected to see more innovative applications and services to meet extensive and diverse user needs.
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According to Sensortower’s data, the average charter.AI has an average of 298 session per month per user, while Poly.AI has an average of 74 sessions per user per month.
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A16Z began to see the early signs of a broader group of partner applications. These applications surpassed the AI ”boyfriend” and “girlfriend”, including friendship, guidance, entertainment, and even the final medical care.
In fact, early studies have shown that AI can be better than real doctors in terms of diagnosis accuracy and clinical attitude.Moreover, many partner products are multi -faceted: In the recent “Nature” research, the REPLIKA chat robot has reduced the suicide thought of 3% of users.
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The category used by AI is significantly different from the webpage.Generally speaking, web products support more complicated and multi -step workflow products, which are generated and edited around content -at least now!These products include AI voice tool pack Elevenlabs, AI art generator Leonardo, and AI presentation manuscript construct Gamma, which are all ranked among the top 20 in web -based generating AI products.
This does not mean that complex AI products cannot be constructed on mobile devices.A16Z has an optimistic attitude of higher -quality photos and video editing tools for mobile applications to mobile applications, such as.
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At the same time, the use of mobile applications tends to universal assistants, many of which imitate ChatGPT.When browsing the list of top -level mobile applications, you may notice that the name of 10 companies is very similar to ChatGPT … This part is because ChatGPT is relatively slowly launching its own application to quickly get the App Store optimization advantage for the cottage.Create opportunities, especially if they pay for advertising.
Some mobile applications imitating ChatGPT are referred to as “shear software”.They deceived users and made them believe that they provided the access permissions similar to the title and logo similar to the high -end model of ChatGPT, but in fact, they charged the same model provided by ChatGPT for free.These applications often change their names or descriptions, making it difficult for app stores to “control” the behavior.
Other popular generation AI mobile applications are tailored for unique functions of mobile phones.There are seven special avatar products on the application list; many selfies saved on the mobile phone can be used as a training data available at any time.In addition, the three top -level applications -Facemoji (#9), Bobble (#31) and Genie (#37) -are keyboard designed for mobile devices, allowing users to send texts with the help of AI.
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Education technology is another popular category on the mobile end. Users can use mobile phones to scan operations (such as Photomath) or learn a language (such as ELSA) through real -time dialogue.It is worth noting that although most of the top -generated AI mobile applications are started by self -raised funds, which means that they have not raised external funds, but according to Pitchbook data, there are four in the top seven educational technology applications that have already already been ranked seven already seven already.Raise funds of more than 30 million US dollars.
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Although CEREBRAL VALLEY may be the center of AI, it is developing very popular products around the world.This is especially true for mobile applications.Although more than 30% of the A16Z list is from the Bay Area, only 12% of mobile application developers are based on the Bay Area.
Similarly, although more than half of the top -level generation AI network products are developed in the United States, less than one -third of mobile applications originated in the United States.
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Some mobile developers have multiple popular applications: for example, Codeway, an application studio headquarters in Istanbul, created AI photo animation production machine FACE DANCE, chat robot application Chat & amp; ASK AI, and AI art generator Wonder. They are all top -level levels.List of generating AI mobile applications.HUBX, also located in Turkey, developed Nova chat robots, Davinci art generators and PhotoApp enagiences.
These application studios usually benefit from cross -product sharing professional knowledge, understand how to start, attract traffic, and realize the profitability of applications.Some of these do not raise any funds and focus on the income of as much as possible.Other pursuit of venture capital -BENDING SPOons, headquartered in Milan, is behind the video editor Splice and photo enhancer Remini (ranked 5th on the mobile list) recently announced a $ 155 million equity financing.
Obviously, a generation of emerging AI native products and the company are growing at an unprecedented speed and attracting users in depth.A16Z believes that in the next ten years, AI will become the cornerstone of companies in the definition industry.
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