Who Cares About Consumer AI

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<p>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.</p><p><br></p><p><strong>April AI Usage Pulse Survey: </strong><a href="https://tally.so/r/LZEyGy" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠https://tally.so/r/LZEyGy⁠⁠⁠⁠⁠⁠</a></p><p>Check out the new <strong>AI Executive Catch-Up Program </strong>from <strong>AIDB Training: </strong><a href="https://aiexecutivecatchup.com/" target="_blank" rel="ugc noopener noreferrer">⁠https://aiexecutivecatchup.com/</a></p><p>Also registering for Cohort 3: http://enterpriseclaw.ai/</p><p><strong>Brought to you by:</strong></p><p><strong>KPMG</strong> – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG’s new paper, <em>Agentic AI Untangled</em>, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at <a href="http://www.kpmg.us/Navigate" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong>Section</strong> - Section turns AI investment into workforce transformation and ROI - <a href="https://www.sectionai.com/">⁠⁠https://www.sectionai.com/⁠</a></p><p><strong>Granola - </strong>The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at <a href="http://granola.ai/aidaily" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://granola.ai/aidaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong>Mercury</strong> - Modern banking for business and now personal accounts. 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Subscribe to the podcast version of The AI Daily Brief wherever you listen: <a href="https://pod.link/1680633614" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong>Our Newsletter is BACK: </strong><a href="https://aidailybrief.beehiiv.com/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong>Interested in sponsoring the show? </strong>sponsors@aidailybrief.ai</p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>