What’s Next for Consumer AI? | Josh Elman Joins a16z

Anish Acharya sits down with Josh Elman to discuss the future of consumer technology and Josh's decision to join a16z. Over the past two decades, Elman has helped shape some of the most important consumer technology products and companies, including LinkedIn, Facebook, Twitter, Robinhood, Discord, Musical.ly, TikTok, and Apple. Drawing on those experiences, he reflects on how technology has evolved from a niche industry into a central force in everyday life. The conversation explores consumer AI, product design, distribution, social networks, creator ecosystems, and the changing relationship between technology and human behavior. They discuss why AI may unlock an entirely new generation of consumer products, how discovery and distribution are changing, and what founders can learn from previous platform shifts. Along the way, Elman shares his views on retention, network effects, product-market fit, and the opportunities he believes remain underexplored in consumer technology.