Jaeden Shafer

So clearly this is a problem I think we see in the industry.

I think we should probably normalize, you know, being being able to underhype your app, but it being super useful and people just use it without, you know, having to oversell all of its capabilities.

I think AI apps right now also monetize downloads significantly more effective overall.

Median download monetization is at about 2.4% for AI apps versus 2% for non AI apps.

So that is interesting.

And I think AI apps also generate higher realized lifetime value.

So here we are talking about, oh, look, regular apps versus AI apps.

AI apps aren't able to keep people subscribed as long, but they're getting a lot more money out of people, right?

On a monthly basis, AI apps produce a median real lifetime value of $18 per user compared to $13 for non-AI apps.

It's actually closer to $19 and

like $13.50 for non-AI apps.

So I mean, that's a pretty big step up.

People are paying more for AI apps.

Obviously, the costs of those are higher.

On an annual basis, though, I think it gets even bigger.

So for annual, AI apps are reaching $30 versus $20 of real lifetime value for their users.

I think if you look at all of this together, basically the data, like the pattern that I see in this is that AI features are going to help apps monetize really quickly.

But sustaining that long term is going to be the challenge and making sure your product is actually useful, delivers on all the promises is harder.

It's totally possible.

But I think there's also a lot of competition.