To better understand where consumer AI is actually working today and where it is still early, we spent time speaking with founders building across different layers of the stack. Those conversations form the backbone of our Consumer AI Report (2025–2026), published today.

One clear insight stood out. In consumer and entertainment contexts, AI is rarely the product itself. What ultimately matters is the experience. How AI shows up as an interface, how it enables expression, and how communities form around it. In many categories, differentiation is happening at the UX and community layer rather than through model ownership alone.