“These companies are monetizing at two times the average revenue per user, if not higher, than the pre-AI complements. Consumer businesses are ramping revenue faster than enterprise businesses, which has probably never before been true in the history of software.”

Top AI consumer apps monetize at 2x the ARPU of pre-AI peers

a16z's data on the top 50-100 AI consumer apps: ARPU is roughly 2x their pre-AI counterparts, and they're monetizing from day one rather than waiting 5-10 years. For the first time in software history, consumer companies are ramping revenue faster than enterprise.