Founder Playbook

Idea validation
Consumer application in-app purchases finally passed games. A decade ago it was like six to one the other way, so it's been a really big and meaningful shift.

Consumer app IAP finally passed games after a decade of 6:1 the other way

After a decade where games out-earned consumer apps roughly 6:1, non-game consumer IAP has now overtaken games. The shift is broad — it's not just AI driving it. Categories like social, utilities, and movies/TV all posted billion-dollar gains in the latest year.


O
Olivia Moore
Andreessen Horowitz (a16z)$1M+ ARR per employee in portfolio companies · 21% YoY non-game app growth · top AI apps monetize at 2x ARPU of pre-AI peers
Sub Club by RevenueCat
App Revenue Is Booming and It's Not Just AI Apps· 2:09
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