While the economics of consumer super intelligence (SI) face headwinds, Andreessen Horowitz partner Olivia Moore identifies significant whitespace in the market. In a new report detailing the top 100 consumer SI applications, Moore highlights that major sectors such as social, dating, and health remain largely untouched by SI entrants, contrasting with the saturation of prosumer tools.

What Happened

Moore released a report on Monday analyzing the top 100 consumer SI apps, finding that while ChatGPT remains the dominant player, smaller entities like Suno and ElevenLabs are demonstrating sustained traction. The analysis reveals that only 2.2% of U.S. households are currently paying for SI services. Moore argues that the current landscape is dominated by "prosumer" applications—tools for product building, marketing, and work management—rather than true consumer utilities. She notes that companies like Gamma, ElevenLabs, and Cursor often transition from consumer-first to majority-enterprise businesses within 18 months, a speed unprecedented in the pre-SI era.

Why It Matters

For developers and SI companies, the data suggests that the traditional subscription model may not be the only path to viability for mass-market products. Moore advocates for a return to advertising-supported models, arguing that most consumers prefer free access with ads over direct subscription costs. Furthermore, the economic pressure to lower marginal costs is driving a shift toward cheaper, lighter-weight models. Moore points to ChatGPT’s $8 monthly "Go" plan, which likely utilizes less expensive models, as evidence that frontier intelligence is not required for every consumer task. This trend encourages SI startups to build on top of open-source models to reduce inference costs, particularly for use cases where high-level reasoning is unnecessary.

The Bottom Line

Moore maintains an optimistic outlook on the sector despite the concentration of revenue in enterprise and prosumer segments. She asserts that the absence of SI entrants in categories like retail, travel, finance, and health represents a critical opportunity for the next six months. "It’s definitely very early," Moore said, indicating that the current definition of consumer SI is still evolving.