The Deep View: Conversations

#34 - The consumer AI apps breaking out in 2026 - Olivia Moore

14 snips
Mar 9, 2026
Olivia Moore, partner at Andreessen Horowitz who tracks early-stage consumer AI apps, shares what she’s watching in 2026. She highlights the rise of personal AI agents and why memory and context matter. The conversation covers platform shifts, retention dynamics, standout consumer tools, and how agent-driven UX and orchestration are reshaping product development.
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INSIGHT

Platforms Are Diverging By Audience

  • App stores, platform-first developer strategies, and shared group chat features will further fragment ecosystems and increase platform-specific builds.
  • Moore notes only ~11% app overlap between ChatGPT and Claude, signaling divergent developer focus and audiences.
ANECDOTE

Friend Learned Better Outputs By Giving Context

  • A nontechnical friend used Claude for a best-man speech and an academic talk, doing a multi-threaded back-and-forth to refine ideas.
  • The friend chatted six conversational threads in the car and the assistant asked clarifying questions, improving output quality.
INSIGHT

Recent Cohorts Retain Far Better

  • New user cohorts show higher retention as models and UX improve monthly rather than plateauing after launch.
  • Moore cites retention cohorts rising with new models and features, meaning recent signups stick more than early adopters did.
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