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"Will AI be as big of a catalyst for a consumer AI wave as mobile?"

Sarah Tavel · 3 Sept 2025

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  1. In a way, the success of the consumer internet (including gaming) has created the conditions for one of the biggest AI consumer opportunities: loneliness.
  2. Don’t get me wrong: AI will win a lot of consumer minutes (maybe too many, if you think about the importance of human-to-human connection), but it won’t be the same magnitude as the minute land-grab of the mobile era…
  3. I think this will be more of the battleground for consumer AI startups, at least in terms of quantity of companies.

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