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a16z: AI Coding Tools Drive 2-4x Surge in New Apps, but Downloads and Ratings Stay Flat

AI code-generation tools have pushed the number of new apps on iOS, Android and Chrome to two to four times previous levels, while downloads and user ratings have stayed roughly flat, a16z says. The share of apps clearing a basic success threshold of at least 10 ratings and 100 downloads has fallen sharply, a phenomenon the authors call “App-Slop.” US app revenue grew only about 2% over the past 18 months, while usage time rose 7%.

Original source

AI take

The binding constraint in consumer software has shifted from production to distribution: when building gets cheap, attention and trust become the scarce goods. This mainly affects independent developers and small studios, whose apps now compete against a much larger pool for the same storefront visibility and ratings. The a16z framing also implies that app-store discovery and quality signals, not tooling, are where the bottleneck now sits. Whether the flat downloads and ratings persist as generation tools spread further is the open question.

Generated by AI for reference only.

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