Perplexity AI AI App Crisis, OpenAI Does Math, Big Nvidia Deal
Mar 11, 2026
A deep dive into why AI-powered apps struggle to keep users long-term and which app categories adopt AI fastest. A look at retention, refunds, and lifetime value differences for AI subscriptions. Coverage of new interactive visuals that let users manipulate variables across many math and science concepts. Discussion of a massive multi-year Nvidia compute deal and its industry implications.
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AI Apps Monetize Fast But Lose Users
- AI apps monetize faster but struggle to retain users long term.
- RevenueCat found AI apps have 21% 12-month retention vs 30.7% for non-AI, showing strong short-term interest but weak durability.
Host's Runway Experience Shows Early-Tool Dropoff
- Jaeden tried early Runway video tools and stopped using them after they disappointed.
- He credits being an early adopter but switched to newer tools like Suno and Higgs Field for better results.
AI Labeling Is Common But Not Dominant
- Only about a quarter of subscription apps market themselves as AI powered despite rapid adoption.
- Jaeden notes 27% of apps analyzed were AI, with photo/video leading adoption at ~61% and gaming at ~6.2%.