Good chart, but I'd read it more carefully before calling it failure.
Releases are a leading indicator. Usage and reviews lag by months, through discovery, ranking, and word of mouth.
The usage line is also an aggregate. A flat total is fully consistent with new AI-built apps gaining users while older apps decay. It can't tell you whether the same apps are winning or new ones are quietly replacing them.
App Store traction is the wrong scoreboard for a lot of this anyway. Most AI-built software is internal tools, B2B, utilities, personal projects. The payoff is cost and capability for the builder, not a chart position. This is a productivity study, and the productivity gain holds even when the output never trends.
Fair point stands: supply has outrun demand so far. But that is a long way from saying the apps don't matter.
Or a point in support can be that founders now realize how difficult it is to sell!!