1️⃣ DeepSeek falls off DeepSeek traffic significantly declined, now down 22% from peak on mobile and 40% on web. Of DeepSeek's top 5 countries, usage fell in the U.S., Russia, India, and Brazil - and was flat only in China. Once the novelty wore off, users did not retain.

2️⃣ Grok surges On the other end of the spectrum, @xai's Grok had a big debut - at #4 on the web list and #23 on the mobile list. Grok 4 and companions (Imagine released too late for inclusion), released in July, were as real unlocks - driving a jump of nearly 40% on mobile!

3️⃣ Google relative ranks Four Google products made the top 50 on web. After Gemini (#2), AI Studio (developer sandbox) ranked #10, NotebookLM at #13 and Google Labs (Veo 3) at #39. Two surprises here: (1) NotebookLM keeps growing!; (2) dev-facing products are now mainstream.

4️⃣ Claude and Meta struggle on mobile Despite significant distribution on web, Claude and Meta AI have struggled to take off on mobile, while Perplexity and Grok have soared. This is more understandable for Claude as usage is heavily coding-related, but more confusing for Meta.

5️⃣ Vibe coding delta For both Replit and Lovable, we tracked traffic to the builder products (.com,.dev) and separately to apps made on them (.app). Traffic to the builder products dwarfs traffic to apps. Users are either vibe coding personal software, or buying custom domains.

6️⃣ Number of "All Stars" 14 cos made all five versions of our top 50 web list. This is nearly 1/3 of the list - network effects (or at least data moats) are starting to emerge. And, the All Stars are a mix of categories, geos, and models (proprietary vs. API vs. aggregator).

Check out the full piece for more: https://a16z.com/100-gen-ai-ap...

@omooretweets @a16z Your insights here were so refreshing, really cool take esp since I’ve gone from the gen ai side to the hardware side of the AI tide

@omooretweets @a16z Fascinating report! Which AI products surprised you by their absence? I've noticed several niche tools gaining traction outside the spotlight. Wanted to know your thoughts on AI products in web3 that started without VC funding and reached 9 figures in marketcap + revenue too.

@omooretweets @a16z Thank you @omooretweets and @daisyzhaoo for putting this together, and the time it took! But I spy with my little eye… nothing yet in my sector 👀. Looks like a ripe entry point for emotional infrastructure lol!

@omooretweets @a16z You’re telling me DeepSeek sees more traffic than Claude?

@omooretweets @a16z Proprietary models seem to, surprisingly, create powerful distribution advantages (example Deepseek, Qwen)

@omooretweets @a16z Grok surging doesn't surprise me. Between it now being open source and unlimited free image generation, it's becoming more and more attractive to the average users.

@omooretweets @a16z Congrats on the report! Spent last two hours reading it instead of actually sleeping. Guess that's just the real ROI now

@omooretweets @a16z This is awesome, thank you @omooretweets for cutting through the noise to reveal the real dynamics of consumer AI adoption. Biggest takeaway: novelty isn't a moat, retention & compelling, integrated features are.

@omooretweets @a16z Thanks for sharing such a useful list! Would you mind making the list with the most useful but underestimated ones?

@omooretweets @a16z Interesting. Two years is substantial research time. What usage metrics define "top" in this evolving landscape?

@omooretweets @a16z This is wild and hugely insightful. Sooooo many tools!

@omooretweets @a16z interesting stats! thanks for sharing olivia 🫡

@omooretweets @a16z When I saw DeepSeek's name on number 2 or 3 , I was very surprised.

@omooretweets @a16z @threadreaderapp unroll

@omooretweets @a16z Your thread is going viral! #TopUnroll https://threadreaderapp.com/th... 🙏🏼@pageman for 🥇unroll

@omooretweets @a16z MidJourney and Cutout pro in the All-Star list without raising is probably the most underrated part

@omooretweets @a16z Nice read. Thank you for putting this together!

@omooretweets @a16z grok's jump is fascinating, shows strong product-market fit, deepseek's decline is a reminder that novelty fades fast, retention is key

@omooretweets @a16z DS still 350m users compared to 200m for grok It shows the appetite for open source and the Chinese use

@omooretweets @a16z Where do you source data like this?

@omooretweets @a16z @threadreaderapp unroll

@omooretweets @a16z Why do you have lovable as bigger than Bolt? I thought Bolt had more users. Or am I missing something?

@omooretweets @a16z This time last year apparently DeepSeek was to be the future of AI? It was going to eat the US’s lunch? So many posts on linked proclaimed this.

@omooretweets @a16z mobile underperformance feels less about ui/ux gaps and more about session intent casual vs task-driven modes dictate which ai players can actually scale there

@omooretweets @a16z Fascinating, are these trends driven by genuine need or clever marketing?