a16z: AI codegen doubled or quadrupled new apps per month, but downloads stay flat
a16z · x · 2026-09-18
a16z's Charts of the Week finds AI codegen has doubled or quadrupled monthly new apps across iOS, Android and Chrome — while downloads (or ratings) stay stagnant. Worse, the share of apps showing escape velocity (10+ ratings, 100+ Android downloads, 10+ Chrome downloads) has plummeted: 'App-Slop is the story, for now.' Separately, only 3% of US consumers pay for AI out of pocket (up from under 1% in 2023), with the youngest cohort adopting at 4x the rate of the oldest.
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