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  1. The a16z Show
  2. What’s Next for Consumer AI? | Josh Elman Joins a16z
What’s Next for Consumer AI? | Josh Elman Joins a16z

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show · Jun 23, 2026

a16z's Josh Elman discusses the future of consumer AI, emphasizing a shift from productivity to personal life enhancement and retention over growth.

The Roblox Generation Will Expect All Software to Be Forkable and Remixable

Having grown up controlling and modifying their digital worlds in games like Roblox and Minecraft, Gen Alpha will demand a sense of ownership and tinkerability in all their tools. Apps that offer this flexibility and control will win their loyalty.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Trusted Creators Have Replaced Virality as the Primary Discovery Channel

Product discovery has moved beyond simple virality and search optimization. Today, trusted creators who build authentic relationships with their audience are the most effective channel for driving adoption, as their recommendations carry genuine weight.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Consumer AI's Next Wave Will Shift from Productivity to Personal Fulfillment

AI has been dominated by work-related applications. The next major opportunity is in tools that enhance personal life, hobbies, and daily experiences, moving beyond job replacement narratives to focus on personal enrichment.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

AI Assistants Win by Referring Users to Specialized Apps, Not Solving Everything

Instead of trying to be a closed ecosystem, the most valuable AI assistants will build trust by intelligently referring users to the best external app or service for a specific task. This creates a new distribution layer and makes the assistant stronger, not weaker.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Robinhood's Referral Succeeded by Creating a 'Get-a-Stock' Lottery

Unlike predictable "give $10, get $10" programs, Robinhood's "get a share" referral created a variable, exciting reward. The possibility of getting a $100 stock instead of a $2 one turned referrals into a viral lottery that people eagerly shared.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

TikTok's Predecessor, Musically, Grew by Fueling Instagram with Better Content

Musically created a viral loop by being a superior creation tool for other platforms. Users made unique lip-sync videos on Musically and posted them to Instagram (with a watermark), which drove new users back to Musically to create their own.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Paid Acquisition Works Only as a Catalyst for High-Retention Products

TikTok successfully used massive ad spend because its product loop was already powerful enough to retain users. Paid acquisition fails when used on a leaky bucket; it should accelerate a working engine, not build one from scratch.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Consumer Products Fail When Optimizing to Save Time for Users Who Want to Spend It

Unlike enterprise tools, consumer products often serve a desire for entertainment and exploration. The goal isn't just efficiency. Founders must recognize that users are often looking for "time well spent," not just a faster way to finish a task.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

Apple's 'Culture of Debate' Thrives on Deep Preparation, Not Just Opinions

The success of Apple's debate-driven culture isn't just about arguing; it's about the hard work of preparing comprehensive information and perspectives beforehand. This ensures debates are productive and lead to the best answers, a process AI agents could accelerate.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

On-Device AI Wins by Tapping Personal Context, Not Just World Knowledge

The power of assistants like Apple's new Siri is their ability to access your personal data (texts, calendar, mail) to answer contextual questions like "navigate me to dinner," creating a uniquely valuable experience that cloud-based models can't replicate.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

To Disrupt an Incumbent like Google, Your AI Product Must Be 10x Better

ChatGPT didn't just incrementally improve search; it provided an experience so superior that users felt they could never return to the old way. This "10x better" principle is crucial for any startup tackling an established market with a new AI-native approach.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago

In the AI Era, High Trial Rates Make Retention More Important Than Ever

While it's easy to get users to try new AI products, this only amplifies the importance of retention. The core challenge isn't awareness, but building a product so indispensable that users integrate it into their daily lives and won't go back.

What’s Next for Consumer AI? | Josh Elman Joins a16z thumbnail

What’s Next for Consumer AI? | Josh Elman Joins a16z

The a16z Show·5 days ago