Where does consumer AI stand at the end of 2025?

The a16z consumer team, including Olivia Moore, Bryan Kim, and Justine Moore, recaps consumer AI in 2025 and predicts trends for 2026. They analyze the performance of major model providers like OpenAI and Google, discussing viral models such as Nano Banana and Sora, and the importance of product nuances and multimodality. The team debates the potential for challengers like Claude, Meta, and Grok, and examines the impact of enterprise usage and app generation. They also touch on the balance between training models and inference, the significance of opinionated products, and the increasing revenue retention in consumer AI. The podcast concludes with specific product recommendations, encouraging listeners to explore various AI tools and workflows.