Inside a16z’s Top 100 AI Apps Report with Olivia Moore

a16z’s Olivia Moore on Top 100 Gen AI report: ChatGPT 30x bigger than Claude on web, agents are the next platform, memory kills onboarding

• ChatGPT is 30x bigger than Claude on web, 80x on mobile — Sam Altman’s Texas claim (more free users in Texas than Claude globally) is accurate.
• OpenClaw hit #1 GitHub stars of all time, passing React and Linux — but new signups plateaued in Feb; hasn’t escaped the technical bubble.
• Manus went from $0 to $100M–$200M ARR in 6–9 months before Meta acquisition — first consumer agent reliable enough for mainstream use.
• Notion reports half of new ARR is now driven by AI-first features — non-AI-native incumbents are becoming majority AI-enabled.
• Singapore is #1 in per-capita AI adoption; US is #20 — held back by 32% AI trust rate vs. 50–80% in top-ranked countries.
• Kling 2 (Chinese video model) is “head and shoulders” above US competitors because Chinese labs can train on any data without copyright restrictions.
• Sora hit 1M users faster than ChatGPT and held #1 US App Store for 20 consecutive days — but content leaked to TikTok/Reels, killing the social flywheel.
• Memory will eliminate onboarding within 2 years — any product that doesn’t immediately feel like it knows you will feel broken.
• Claude’s app store has 200+ apps but only 11% overlap with ChatGPT’s — Claude doubling down on premium data/research/science tools, ChatGPT on consumer marketplaces.
• Russia is the #2 DeepSeek market after China — parallel AI ecosystem built from sanctions pressure, with GigaChat and Yandex dominating locally.

Guests: Olivia Moore (a16z partner), Anish Acharya (a16z GP) · 2026-03-10 · Watch on YouTube