AI's Stabilization Period: The Next Big Consumer Apps
Update: 2025-12-16
Description
AI startups are currently focusing on businesses, not consumers, despite the initial popularity of general AI tools. Many consumer-facing AI products have struggled to find a lasting audience, similar to early iPhone apps like the flashlight. Chi-Hua Chien, co-founder at Goodwater Capital, believes were on the cusp of a stabilization period for AI platforms, much like the mobile era around 2009-2010. This could lead to the rise of impactful consumer AI products, potentially on new devices beyond the smartphone or as specialized apps on existing smartphones.
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