Episode
Who Cares About Consumer AI
- Published
- May 6, 2026
- Duration seconds
- 1872
- Processing state
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Summary
Consumer AI is the fastest-growing tech category in history, but the AI industry’s money, attention, and compute are moving hard toward enterprise and coding agents. NLW explores why consumer AI suddenly feels secondary, why token consumption may matter more than paid seats, and why ads, agentic commerce, and AI devices may be the only paths that make consumer AI economically impossible to ignore. In the headlines: Coinbase layoffs and the AI alibi, Anthropic’s massive Google Cloud deal, Palantir earnings, Larry Fink on compute as a commodity, and Cerebras IPO demand. April AI Usage Pulse Survey: https://tally.so/r/LZEyGy Check out the new AI Executive Catch-Up Program from AIDB Training: https://aiexecutivecatchup.com/ Also registering for Cohort 3: http://enterpriseclaw.ai/ Brought to you by: KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG’s new paper, Agentic AI Untangled , gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/Navigate Granola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidaily Mercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-banking Zenflow Work - Agents for knowledge work - https://zenflow.free/ Drata - The agentic trust management platform - https://drata.com/…