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First seen 5 June 2026
a16z Partner Josh Elman joins Ollie Forsyth on New Economies to discuss the next wave of consumer AI and what separates a product people try once from one that becomes part of their everyday lives. Josh argues that getting attention has actually become easier, but getting consumers to stick is harder than ever. He explains what he looks for in consumer products, why the best ones start with a narrow wedge and earn the right to do more, and why trust becomes increasingly important as AI agents gain access to more of our personal lives. They also explore personal AI agents, the future of shoppin
Scott Belsky, a16z, ex-Adobe CPOx.com · 17 September 2026
because these agentic consumer product attributes must be experienced to be recognized as opposed to merchandized with fancy UI… and because these attributes get better and better as an agentic consumer product is used by more people covering the precious long-tail of use cases… the playbook for onboarding and the first miles matters even more.
Menlo Venturesmenlovc.com · 16 September 2026
Key Findings Consumer AI adoption hardly grew even as spending tripled. The share of U.S. adults using AI rose just three points, from 61% to 64%, while global consumer spend reached an estimated $40 billion in 2026, more than 3x last year. The real growth came from existing users going deeper and paying more: 55% of AI users now pay for at least one AI product, and 46% of payers spend more than they did a year ago, versus 12% who spend less. Power users are driving consumer AI market growth: 55% of AI users now pay for AI, but spending is highly concentrated; the top 14% of payers account for 60% of spending. Payers are also nearly twice as likely to use AI daily (50% vs. 26%) and 5x as likely to use AI agents (65% vs. 13%). AI is becoming a source of income: Nearly half (48%) of AI users have earned money with AI, equivalent to roughly 30% of Americans. Consumers are handing AI more control: 41% of AI users have tried an AI agent, 24% use one regularly, and 32% have let AI act on their behalf without final approval. Among agent users, 92% pay for AI, and 63% use it daily. AI-generated conte
Coinbasecoinbase.com · 15 September 2026 · 2 jobs
5+ years of product management experience with at least 2 years focused on growth, engagement, or lifecycle products at scale (1M+ users). Proven track record shipping ML-powered personalization or relevance features, with demonstrated ability to partner with data science teams on model development and evaluation. Deep expertise in experimentation methodology, including designing A/B tests, defining success metrics, and interpreting results to inform roadmap decisions. Experience owning a multi-channel messaging or notifications platform (push, in-app, email), including deliverability, opt-in optimization, and frequency management. Fluency in SQL and data analysis tools, with a demonstrated habit of self-serving insights to drive product decisions without waiting for analyst support. Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Dive Club (Ridd)x.com · 13 September 2026
more UIs should be fidget toys h/t @charliedeets https://t.co/Xf5YkxWRVJ
Lenny Rachitskyyoutube.com · 12 September 2026 · 3 videos
There's like a thousand launch videos a day. Everyone's launching, launch, launch, launch. Thoughts on the rising value of existing distribution being a big lever for growth and success. >> I think the issue is that our entire generation of founders and CEOs were trained on the theory of networks and network building. And as a result, every network that exists today is hyper-trained to ensure no one else builds a network on their network. So, I actually think that the sort of network effects has gone back to this grassroots like true word of mouth. When somebody is getting a ton of mentions on X and on YouTube and on Instagram and all these places organically, that is probably the best form of the sort of third-party network effect that you can hope for today. Just like the Web 2.0 era, unlike the mobile era where you had the App Store and you had growth hacking and you had all of these sort of little cottage industries, we have to kind of build our own channels off of that word of mouth growth. So, in a sense, it's a purer growth problem, but a harder one than we've had in a couple of product cycles.