"consumer activity typically lags by six to nine to 12 months. What's happening on the research side? I think compared to where we're going to be, we're still incredibly early. So many of these assumpt..."

"We're back for the fourth edition of the Gen AI 100 list. You guys have been working hard and tracking the consumer landscape for years now, but specifically for the last two and a half years since we..."

"been in this AI ecosystem for a few years now. In your eyes, what were the pivotal moments that led up to, you know, this point in time where we have like you said, 50 on mobile, 50 on desktop, and a ..."

"assumptions I think is so key when you talk about these pivotal moments I feel like you could actually match each pivotal moment with an assumption. Like an assumption being, oh well, like AI could ne..."

"we're seeing? One of the biggest trends among the newcomers is we are finally on the verge of AI video starting to work to really work. So we had three new video models on the list this time. Um Hyo a..."

"Brink list because that's completely new to this year's fourth generation. So what is the Brink list and why add it? Yeah, so the Brink list is essentially the five companies that almost made the list..."

"you know you thought might be on the list but you didn't actually see there. What about the opposite? I mean, I think the fact that the vibe coding products like the Bolt and the Cursors and Lovables ..."

"interesting thing is that um a lot of the text to code work, my assumption was that there was a small number of people who were creating sites that were heavily traffked and that explained the rise of..."

"fact that there are some consistent players. One of those players is Chat GBT which we you know we we've talked about as kind of like the starting gun of some of this application development. Chat GBT..."

"majority of other people me included to be honest had not maybe found a daily active use case for chat GPT yet and it's completely researched uh more recently So they 2xed the number of visits on web ..."

"interesting to add to that is that Claude is not a traditional number two player. You know, typically the number two player has 10% of the market share and you know and just sort of 10% of the product..."

"about trends that we're seeing on the list. Um you mentioned AI video before but anything else you want to call out there in terms of its presence on the report? Yeah, I mean two of the video models w..."

"or Z." Video actually in general, it tends to be more of a mobile first phenomena, right? We see tons of even before AI, tons of applications that focus on creators being able to edit and splice video..."

"we actually ranked the top 50 by what sensor tower can measure as mobile revenue which is typically inapp purchases and subscriptions. So probably not ads and we ranked those separately from what has ..."

"All right. So there's a lot of information here that we've covered. We've covered desktop, we've covered mobile, we've covered revenue versus users. And then we've also talked about the stickiness of ..."