a16z: AI doubles app supply but users and revenue haven't caught up
xiaohu · x · 2026-09-21
Citing a16z, the author notes AI has exploded app supply without matching users or revenue: since Feb 2025, monthly new iOS apps rose from 30-50k to 120k, Chrome extensions from 3k to 20k+, Android rebounded to 100k.
Meanwhile the broader market contracts: game playtime down 3% and revenue 15%, lifestyle revenue 30%, books 40%. Gains from a few top AI apps are partly offset by declines in mature categories — growth concentrates in a few winners.
Related event: AI App Supply Surges 2-4x, Yet Only 3% of Consumers Pay(3 posts)→
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