a16z's Consumer AI Top 100: vibe coding explodes, companion apps dominate, Google has 4 entries

a16z's Consumer AI Top 100 ranks every website and mobile app globally by traffic, then selects the top 50 in each category that qualify as AI-native companies — 100 entries in total.

“We rank every single website and every single mobile app around the world in kind of descending order of traffic and then we pick out the top 50 in each that are AI native companies. Vibe coding completely exploded on the list this time — Lovable wasn't even on the last list and now they're like number 23. There's 14 companies that have made every single list; most of them are in creative tools like Midjourney and ElevenLabs.”

The headline move in the latest edition is vibe coding. Lovable wasn't on the previous list at all and has landed at number 23, a jump that signals how fast AI-assisted app building has gone from niche experiment to mainstream consumer behavior.

14 companies have made every single list since the ranking began. Most of them sit in creative tools — Midjourney and ElevenLabs are cited explicitly — suggesting that image and audio generation has the most durable consumer pull of any AI category so far.

The segment also flags that Google has four entries on the list and that companion apps dominate the rankings, though specific titles beyond the examples above aren't detailed in this portion of the discussion.