The Boom In Non-Game App Revenue And What's Driving It – Olivia Moore, Andreessen Horowitz

On the podcast: the tailwinds driving a boom in non-game app revenue, how vibe coding and AI workflows are fueling growth in categories that have nothing to do with AI, and why people predicting the "death of apps" have never been more wrong. This conversation is shorter than usual and will be featured in RevenueCat’s State of Subscription Apps report. Each episode in this series will explore one crucial topic and share actionable insights from top subscription app operators. Top Takeaways: 🚀 The app revenue boom isn't just about AI apps Non-game in-app purchases grew 21% year over year, but only $3.5 billion came from generative AI. Billions more flowed into short dramas, social media, utilities, entertainment, and other categories. 💰 ChatGPT helped reset what consumers will pay Pre-AI, most consumer subscriptions topped out around $60 a year. ChatGPT normalized $20 a month, and usage-based pricing is pushing some users into hundreds monthly. AI apps monetize at 2x pre-AI ARPU. 🎯 Vertical, opinionated products beat thin AI wrappers Build deep products around a specific use case bigger platforms won't prioritize. The litmus test: your product should get better, not fear for its life, when the underlying models improve. About Olivia Moore: 🚀 AI Partner at Andreessen Horowitz (a16z), a venture capital firm that backs bold entrepreneurs building the future through technology. 👋 LinkedIn 👋 @omooretweets on X

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The Boom In Non-Game App Revenue And What's Driving It – Olivia Moore, Andreessen Horowitz is an episode from Sub Club by David Barnard.

This episode is 18:20 long.

This episode was published on Feb 27, 2026.

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