YouSaid · the spoken record

Olivia Moore

lines on the record: 93
first: 2026-03-16
most recent: 2026-03-16
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“I always thought that would be a good startup. Not that I think it's maybe the most ethical thing to build, but certainly people would enjoy going back and forth with chatbots with like less guardrails.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“I think that this is, for my understanding, because for this report, we pull every single website globally, every single mobile app globally. And then we go down the list in descending order of traffic and pull the first 50 on each that are generative AI native. So I see a lot of other websites pulling data for this report. And I think people were already. Kind of experimenting with the same use cases through NSFW sites or role play sites, fanfiction, things like that, that really clearly translates over to I think what we're seeing people use the LLMs for here. I do think it, of course, has to be handled carefully. You'll see that there is, I think, five of them on this version of the top 50 web ranks, and that's been pretty consistent since we started the list. It's a popular use case, but it's one that's pretty hard to monetize.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yes, but it also leads to questions of The companies are building applications or versions of their applications that are meant for I don't know, if not for people to fall in love with them, to at least get a little naughty with them, like OpenAI has this adult mold coming on. Do you think we're fully ready for this? Is this a good idea?”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“That's a good question I think that bot was more answering the questions somewhat in jess, but I do think the positive view on it would be this is a bot that is relentlessly happy and cheerful and positive and on all the time. And so of course like a human can't do that. If a human is doing that the human is probably experiencing something internally that's not great. But a bot can be positive, available, charming, interested 24-7. And I think this is actually why we've seen a lot of people turn to chat GPT or Claude as kind of like coach therapist helper because they're just incredibly consistent to a level that like human beings could never match.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Possible. I was shocked because bad Rudy is the flip side of Good Rudy who curses at you and is extremely aggressive. He had almost no problems. So this was very much of a good Rudy specific finding, which I thought was intriguing.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Almost all of them were like maybe mild anxiety, mild depression. The friendly fox avatar for children has psychosis, bipolar, etc. I think it could have misunderstood the question because it called the bipolar assessment the happy mood test and it says it's always happy and always excited about everything. So the human to AI crossover there might not be quite as clean as I would hope.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly. No, they have it locked down. Claude happily took them all. Mild autism. That's it, which I think doesn't surprise a lot of users of Claude who have theorized this. Grock, most of, this was the companions that are available via voice and video chat inside the app.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“No, no, it makes you feel closer to the AI if you think that it experiences the same things that you do. True. I do think the models that do have something maybe going on are the Grok models, as I mentioned. So basically, I took all the mainstream LLMs and I gave them all the like DSM-5 mental health diagnostics. ChatGPT refused to participate. I love how it.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“How sm So, I do not buy that in that I think LLMs will be, and I've experienced this myself performative in a way that they think appeals to humans and hooks some emotionally.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“You know, there's really no good explanation except that I was curious. The root of it, actually, was that last week Dario had announced that Claude was experiencing anxiety, which I thought was an interesting concept. And so I decided to go to each of the major LLMs.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Consumer end? Is it like ChatGPT? I talk to ChatGPT about my diet and about the food I like to eat. And so I task it like order me dinner and it goes into DoorDash and it uses my preferences to pick something”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“And so then that means that maybe you're not ordering an Uber through ChatGPT, but any other product you can authenticate through and it can borrow your tokens. It can borrow your memory. It can borrow everything that it knows about you from ChatGPT. I think that is probably more of where we're headed versus solely using every app in the ChatGPT interface. I love the idea that in two, three, five years onboarding to software should not be a thing. Like you should be able to log in with a ChatGPT or a Claude and that new software product should know everything about you and like set up perfectly to cater to you. And that's really exciting.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I think the usage has been pretty minimal so far. And I think the implementation has been slightly awkward. I think it'll get better over time in terms of how to use it in that a lot of the times the apps break or they don't work. My ball case vision for this would be it's valuable for you as a consumer to have a source of memory and context on yourself, similar to kind of like a login with Google. Sam has said they're going to launch login with ChatGPT.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Claude Rovers's ChatGBT is probably the most interesting and relevant one right now, especially with everything that's happened in the news. To me, I mean, Sam Altman has said he wants ChatGPT to be for everyone, and that's why they're doing ads. If you look at the App Store that they have enabled on ChatGPT and then the App Store that Anthropic has enabled on Claude, they each have more than 200 apps, but there's only 11% overlap. So you're seeing ChatGPT really go towards like fashion, retail, transport, like mainstream consumer, you're seeing anthropic go towards like premium data sets for finance, science, medicine. And so they seem to be diverging a little bit in those directions.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, so I would say a year ago, two years ago, it was pretty much a one-horse race. Like it was ChatGPT. It was like the noun, the verb. It was what consumers knew in terms of AI. We've seen a little bit of an expansion in that. ChatGPT is definitely still the lead. So if you look at the gap between them and the number two Gemini on web, it's about still two and a half, three X. The gap between them and something like a clod is closer to like 30x. So even though a lot of these other apps are getting more attention, ChatGBT is still kind of dominates in terms of usage. I would say in terms of where they're going, Gemini seems to have really dialed in on the creative models, like the nanobanana, the VO, the world models. If you look at Gemini usage charts, it's pretty much perfectly correlated to these new model drops and even paid subscribers.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yes, yes OpenClaw did that for a lot of people too, where I think it opened your eyes into you can give software a task now. It will go autonomously executed and kind of tap you on the shoulder if it needs something, which is just such a magical experience.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I guess, I mean, I've seen cloud code. I mean, it's not integrating with enterprise solutions, but I've seen it go ahead and be like, oh, you actually need a subscription to Cloudflare. Let me go set that up. Yes, yes. And then away it goes.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Absolutely. Yeah. I do think one of the unique things that's happening now is that these models are not, the labs are not holding these models internally as like proprietary access. Companies can build on them, right? And so you could imagine that even if you have Claude updating itself as an accountant, if you have a company that's specifically focused on building AI accountants, they should be able to do it kind of better, faster, more efficiently if they have access to all of the same models. This is something that we think about a lot when we invest in vertical AI and enterprise in particular. Another way that we've seen kind of new companies get lock-in over models is many of these use cases require so many painful integrations that often into like old clunky legacy software that you have to go build. And maybe you'll argue that cloud code will vibe code its own integrations down the line, but at least right now.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, because I mean, I get that the last 1%, 2% is hard. But if it goes away that they anticipate. The way that they're pitching companies like Amazon, which just invested $50 billion in OpenAI They will create, I think, they will create the tools that will then be able to get those models from the lab, from this AI researcher that they'll get it 99% of the way and say, you know, for instance, let's say one of the things that would be difficult for an accounting. Gender of AI software is following the latest rules and regulations. Well, it's possible, I think, just to build a Gen AI bot that will monitor and then update as you go.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, no, I agree that the models are amazing, and this is the worst that they'll ever be. Like they're just going to keep getting better. I do think there is still a lot of workflows and use cases where like the last 1% or the last 2% ends up being like a significant portion of the value. And I think for those, it's unlikely that the model companies will go all the way there on every use case. But I think it's a really, for a lot of these kind of more horizontal services, like I understand why people have questions about kind of what is possible to be vibe-coded or what the models will do themselves, which is, I think, why we tend to invest in a lot of very verticalized or opinionated products.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“So, when I've been using cloud code And watching it operate autonomously on my computer and on my browser. One of the things I've thought about is this thing is excellent at working on its own. And following the prescribed rules of software engineering with a little bit of creativity. And why is it then such a stretch to be like if we, it seems to me this is exactly where the foundational labs are heading, the foundational labs are heading, where they're going to be like, if we could program Claude, let's use Claude as an example, with the rules of software engineering, and it followed them perfectly, or not perfectly, but well enough that it can go and code autonomously for 24 hours Is it that big of a leap to then, let's say, put the rules of accounting into the model? And now it can go and work as an accountant.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Banker, and everything needs to be done with an incredibly specific set of assumptions and aesthetics. That probably isn't going to work as well for you and your formal probably pay for something that is kind of guaranteed accuracy in your format. The last thing I would say here is 11 labs is a great example because I think you would imagine that OpenAI and others would have built their own best in class audio models, but they just had such a compelling head start to the point that like the models are amazing. I will talk to founders who are like 11's expensive. I'm going to switch to this instead. And then they always switch back because the quality of the voices is just so much better. And so I think there's room to get a head start. And then in some cases, once you have that bass, the model companies, it's not worth their time to catch up versus building something else.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah. So it's a good question. There's a couple ways that I think about this. The first one would be, I personally, as a consumer investor, have more hesitation around things that are incredibly horizontal. Like to your point about this is where the chatbot companies might have a right to win. Or even this is where a Google might have a right to win as they have so much distribution, both consumer and enterprise, and they own so much of your data already. So that's why I personally have been less excited about like the AI email, AI calendar, AI docs, those categories. If you've used Claude in Excel, it's already quite, quite good. That being said, I do think that there are still opportunities where the interface you need to succeed is much broader than what a constrained chatbot window can offer. So again, to give the Claude an Excel example, that's great for basic financial analysis. If you're an investor,”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“In between, where it's not a priority for them, but it's still an awesome and huge opportunity that an independent company can build a big business around.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“It's definitely hard and it's something that we think about a lot when we're making new investment decisions. I would say at the highest level, kind of how we view AI is not just as a market, but as the reinvention of the whole technology industry, which means that similar to how we have many tech companies that are worth hundreds of billions, trillions of dollars now, I think that's going to be the case for AI, where in my opinion, at least, it's not winner-take-all. I think part of the reason for that is these labs have so many resources, but they are still constrained. They're constrained on compute. They're constrained on inference, they're constrained on people. Every second building, like a new creative model is a second they could have spent on a coding agent or a second they could have spent building AGI. Like we're already seeing a really interesting divergence, I would argue, in where those big labs are going, like ChatGPT, Claude, and Gemini. And there's going to be lots of gaps.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“But the real question is, and as someone who invests in consumer AI apps, you're the perfect person to discuss this with. The real question is, are we going to have this? Like I saw the 100 Gen AI apps and I was like, that's funny because really there's only one chat GPT. So are we going to have a distributed AI economy where we're going to have many companies that will share in the value here? Or will it be just the big apps gobbling up the value? You see these big apps, they grow increasingly capable, they can do more and more. It's going to be hard to compete with them.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, so you have this report that's come out this week, the top 100 generative AI consumer apps. And speaking of your statement just now that every company is going to be an AI company and eventually an Agenta company, well, the question is, what does the world look like or the economy look like if that's the case? And I'm sure you've watched as like anthropic releases a blog post and, you know, the entire software portfolio in the market drops 20%. I mean, I'm exaggerating a little bit.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“We can grow without using these tools. But actually, we did a graph in the study. And in a lot of the more developing economies, like they need to use AI to be able to raise kind of GDP per capita and to be able to produce more. So I think that's also another element of it.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I think so, there's been some interesting data about how the gap between the average user of AI and the power user of AI is like massive. It's like eight or nine X in terms of utilization. And similar to maybe businesses that were early adopters of something like the internet, like if you are the first to adapt to that change, you can reap a lot more benefits. And my view is similar to how dot-com company was its own thing. And then every tech company was a dot-com company. Everyone had a website. Why wouldn't you? I think that every tech company is going to be an AI company and every AI company is going to be an agent company. And so the sooner that you as kind of an employee or a business owner can kind of get on board and learn how to use that to your advantage, probably the better. Some people, I don't know if I fully agree with this reasoning, but some people have framed it as almost like a privilege thing within the US in that we have so much wealth that we're not”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“There is a potential consequence if you take some of these scary messages to heart. And I think you've already hinted at it, but let's expand upon it a bit. And then we're going to go into the main topic here. But you said this will likely shift over time. But I think in the interim, the companies and industries that are slower to adopt AI will face more intense global competition and will be more likely to lose. The productivity gains are so massive that you really can't afford to not use AI.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“I think what is true is that we're going to have incredibly powerful tools, but also, and I think the people that work in the lab see this every day. So they're the ones that are kind of, you know, rightfully so, making the most dramatic statements about it. I think what we've also seen so far, though, is that most of AI use has still been humans directing AI to do things for our benefit versus AI being able to autonomously do everything. I think this is especially relevant when you think about anything that requires like creativity, original ideas. AI largely cannot do. And Sam Alman himself has said this. Like he said, I would not want to read an AI generated book versus a book from a human. And so I understand the level of fear in the US because I think to your point, it is driven by uncertainty about where this could go. And a lot of people don't understand technology even working in tech. It's hard to understand exactly how.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“At least on a widespread manner, a lot of people who are close to this say you're underestimating this. And maybe that is where a lot of this uneasiness comes that leads to these polling numbers is. Those in the know have seen enough where they're telegraphing. Am I underestimating the fact that that could be true?”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, and when I saw the layoffs at Block and say square block, And Jack Dorsey said this is AI. Maybe there's some truth to that. I don't think it's majority AI, but I still got feedback. I think reasonable feedback from people who are like, you're underestimating, right? This is the other side of it. You know, though we haven't seen the impacts yet,”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“I think it was over the weekend about kind of the labor economy impact in AI. They have not seen a big decrease in unemployment. And in fact, what they were kind of arguing through this one graph was like the most impacted jobs are actually going to be engineers, like researchers and finance people. And so then that kind of brings up the argument of like, if we thought that AI was going to make humans obsolete, why would we be building funding, et cetera? But I don't think that they do a fantastic job all the time of kind of like communicating the benefits that are going to come to people versus just some of the costs.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I agree. I think they could do a better job of marketing for sure. They're not economists. Yeah, they're researchers. They're amazing at research. They're not, you know, economists or consumer marketing experts. I did think Anthropic put out a report.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“And when you start to use it, you realize wow, this can do so much more for me. But now to enable this work, I'm actually paying for service A, B, and C. And you're not just hoarding the money and maybe you're contributing. I have to hire someone now to run this company that I just built by prompting Claude over the weekend. So it's interesting to me that the lab leaders. May be disconnected in some way from what's actually happening on the ground.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, that's the funny thing. I mean, you bring up that study. There have been other studies. I think Fisher investments might have, oh no, Citadel that put out the fact that like people are talking about how software engineering is going to be wiped out by this stuff. And meanwhile, the job zone indeed are going up.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“I think it definitely does. Yeah. It's interesting. I'm an AI power user myself, and I've even seen over the past six months like a massive acceleration. And like the percent of tasks that I do that AI can help me with or even do for me, what I would guess might happen here and what we're seeing play out a little bit in the data is that companies that are using AI grow so much faster that they end up needing to hire more humans to keep up with all the demand. I think there was a Wharton study last year from like 800 enterprise leaders and the vast majority were like, we are heavily using AI and we're going to need more humans. But I do think like the mix of what humans are going to be doing on a day-to-day basis is going to change like it has with every other big tech shift.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“There's 900 million users of ChatGPT, and even still, those numbers are so negative. And I do wonder if it is some of the statements that we're hearing from the lab leaders. I mean, every day there's another statement from somebody else, whether it's Dario from Anthropic or Mustafa Suleiman at Microsoft about how white-collar work is going to get wiped out and everybody, whether you're in a white-collar job, a blue-collar job or trying to get one, sees that this stuff is capable not only of taking white-collar jobs, but with robotics, increasingly it's going to be felt across the economy. So maybe that has something to do with it. I think”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“It has a great answers. And so I think part of it is a timing thing we just need these products to kind of saturate the mainstream consumer and they can realize the value.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, no, it's a great question. Maybe, first of all, the why, I would say, there's been a lot in the media in the US more broadly, these kind of very catchy statements about things like AI uses so much water that have kind of made people really concerned about leaning in on the technology. I think also the US is more indexed in a positive way towards things like the creative fields. And those are jobs that I think people feel, especially sensitive about AI use. So the numbers I've seen, I think, track closely with what you're saying versus something like China where like, you know, half as trusting in AI if you look at some of these surveys. I think it's going to change and it's already changing. I was just talking with someone this morning who was not in the tech industry. And they were saying the same lines, like, AI is evil, it's going to watch us, like it's using all the water. And then they were like, but ChatGPT really helps me.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“Thanks for being here. Let's just begin with this because it's topical You are investing in AI applications at Entries and Horow And typically they need a lot of people to use them to pay off But the mood right now in the United States is very negative towards AI, actually surprisingly negative.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source
“I think that every tech company is going to be an AI company, and every AI company is going to be an agent company. And so the sooner that you as kind of an employee or a business owner can kind of get on board and learn how to use that to your advantage, probably the better. We haven't seen anyone crack AI social yet. I think it's going to be really tricky. I would say at the highest level, kind of how we view AI is not just as a market, but as the reinvention of the whole technology industry, which means that similar to how we have many tech companies that are worth hundreds of billions, trillions of dollars now, I think that's going to be the case for AI, where, in my opinion, at least, it's not winner-take-all.”
2026-03-16 · a16z Podcast · AI Startups vs. Big Chatbots — With Olivia Moore · IDENTIFIED FROM THE TRANSCRIPT · source