“If you look at top 10 apps by saturation for every age group — 18 to 25, 35 to 40 — ChatGPT is the only AI app that cracks the top 10 for any age groups, which is crazy. All of the top ones are ChatGPT, Claude — these very general LLM assistants. We're going to see a big and exciting expansion in the types of AI products delivered via phone.”

ChatGPT is the only AI app in any age group's top-10 saturation — headroom is huge

Despite the AI hype, ChatGPT is the only AI app cracking top-10 saturation in any demographic. The vertical/opinionated AI app wave hasn't hit mobile yet — for female users ChatGPT doesn't even make the top 10. The audience opportunity for category-specific AI apps is wide open.