Big Technology Podcast AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
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Mar 11, 2026 
Olivia Moore, an AI partner at Andreessen Horowitz who backs generative and vertical AI startups, discusses how startups can still compete with major chatbots. She covers why U.S. sentiment toward AI is negative. She explores agentic products like OpenClaw, the shakeout in image and video tools, chatbot memory and companions, and what incumbents must do to stay relevant.
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Why AI Is So Unpopular In The U.S.
- U.S. public sentiment toward AI is unusually negative despite widespread consumer utility.
- Olivia Moore links this to media narratives, creative job anxiety, and dramatic lab statements that amplify fear even as people use helpful tools like ChatGPT.
AI Adoption Often Expands Jobs Not Contracts Them
- Early AI adopters widen a productivity gap that forces laggards to adopt or face competitive loss.
- Moore cites studies where AI-heavy firms need more hires to meet increased demand, so adoption often expands headcount not just replaces it.
Big Labs Can't Cover Every Vertical Opportunity
- The AI economy is unlikely to be strictly winner-take-all because labs face resource constraints.
- Moore notes limits on compute, inference, and engineering focus create gaps where vertical startups can capture value the big labs don't prioritize.