New apps doubled or quadrupled but downloads stalled: the App-Slop data is in

FinanceYF5 · x · 2026-09-20

An a16z Charts of the Week post cites a new paper: AI codegen has doubled or quadrupled monthly new apps across iOS, Android, and Chrome, while downloads and ratings stay flat—and the share of apps hitting escape velocity (10+ ratings, 100+ downloads) has plummeted. Verdict: App-Slop is the story. Also: only 3% of US consumers pay out-of-pocket for AI products (under 1% in 2023), with the youngest cohort paying at 4x the rate of the oldest.

Related event: a16z: AI Code Generation Floods App Stores, Downloads Flat(4 posts)→

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