a16z 全球 AI 产品 Top100：DeepSeek 增长放缓，「中国开发，出海全球」成为新常态

Core Insights - The latest "Top 100 Gen AI Consumer Apps" report from a16z indicates a stabilization in the Gen AI application ecosystem after a period of rapid growth [2][5] - The report highlights a slowdown in the "replacement" rate of applications, with 11 new web applications and 14 new mobile applications making the list, compared to 17 new web applications in the previous version [2][5] Web Applications - New entrants in the web applications category include Grok, Quark, and Lovable, among others [3][4] - DeepSeek, a previously high-performing application, has seen a significant decline, with web traffic dropping over 40% from its peak in February 2025 [8][25] Mobile Applications - Notable new mobile applications include Al Gallery, PixVerse, and Wink, with Grok achieving over 20 million monthly active users [10][18] - The mobile application landscape shows a strong presence of Chinese-developed applications, with Meitu contributing five applications to the list [32] Trends Observed - The report identifies three main categories dominating the market: general chat assistants, creative tools, and AI companionship applications [34] - The rise of "vibe coding" applications is noted, with high user retention rates and significant growth potential [35][39] Chinese Applications - A significant trend is the emergence of Chinese AI applications on the global stage, with many products developed in China gaining traction internationally [28][32] - Specific applications like Quark and Doubao are highlighted for their strong performance in the web applications category [30][32] All-Star Applications - The report identifies 14 companies that have consistently appeared in the rankings across five editions, referred to as "All Stars," with only five having proprietary models [46][48] - These companies span various sectors, including general assistants, emotional companionship, and image generation [47][48]