Founder Playbook

Idea validation
21% year-over-year growth in non-game apps which amounts to like billions and billions of dollars — and only 3.5 billion of that according to Sensor Tower was attributed to generative AI.

21% non-game revenue growth — only $3.5B from generative AI itself

Non-game app revenue grew 21% YoY into the billions, with only $3.5B from generative AI directly. Movies/TV, social, and utilities all posted billion-dollar gains. The boom is wide, not narrowly AI-driven — and AI is lifting categories that don't even call themselves AI.


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· 2:26
More tactics from Olivia Moore