# consumer ai (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover consumer ai.

Page: <https://rssamplifier.com/topics/consumer-ai/blogs>  
Feed: <https://rssamplifier.com/topics/consumer-ai/blogs.md>

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## [Why we are doubling down on Baseten](https://apoorv03.com/p/why-we-are-doubling-down-on-baseten)

_2026-06-22 · Apoorv Agrawal · Tailwinds_

We backed Baseten in Q4 2025, and I wrote up the thesis then.

## [The Economics of Generative AI: Two Years Later](https://apoorv03.com/p/the-economics-of-generative-ai-two)

_2026-04-01 · Apoorv Agrawal · Tailwinds_

Semi is a one-player game. Apps is a two-player game. Infra is the only competitive layer.

## [The State of Consumer AI. Part 3: Time is Money](https://apoorv03.com/p/the-state-of-consumer-ai-part-3-time)

_2026-03-30 · Apoorv Agrawal · Tailwinds_

In Part 1, I showed that ChatGPT has pulled away in usage.

## [Conversation with Nick Turley, Head of ChatGPT](https://apoorv03.com/p/conversation-with-nick-turley-head)

_2026-03-16 · Apoorv Agrawal · Tailwinds_

What drove ChatGPT from 0 to a billion users?

## [The State of Consumer AI. Part 2: Engagement and Retention](https://apoorv03.com/p/the-state-of-consumer-ai-part-2-engagement)

_2026-03-10 · Apoorv Agrawal · Tailwinds_

Usage makes headlines. Habits build franchises.

## [The State of Consumer AI. Part 1: Usage](https://apoorv03.com/p/the-state-of-consumer-ai-part-1-usage)

_2026-03-02 · Apoorv Agrawal · Tailwinds_

Two years ago, I argued that consumer AI was heading toward a familiar endgame: distribution would trump raw model quality, and hence the incumbents Google and Meta were best positioned to win.

## [Why we invested in Baseten](https://apoorv03.com/p/why-we-invested-in-baseten)

_2026-01-23 · Apoorv Agrawal · Tailwinds_

Building the inference abstraction layer

## [Congrats Parloa!](https://apoorv03.com/p/congrats-parloa)

_2026-01-15 · Apoorv Agrawal · Tailwinds_

Series D

## [2026 Predictions!](https://apoorv03.com/p/2026-predictions)

_2026-01-13 · Apoorv Agrawal · Tailwinds_

The Year of Liquidity. $1T+ in new public market cap from AI/tech IPOs and direct listings.

## [Browse ThreatCrush Modules (Sponsored)](https://crawlproof.com/a/rd3i2MeVpNYZ)

_2026-01-13 · **Sponsored**_

Install community-built security modules to extend real-time threat intelligence and monitoring

## [The Revolut Story: A Decade of Compounding](https://apoorv03.com/p/the-revolut-story-a-decade-of-compounding)

_2025-12-18 · Apoorv Agrawal · Tailwinds_

… with many more decades to follow