a16z: ChatGPT has 3x more US subscribers than Claude or Gemini

Andreessen Horowitz published the seventh edition of its Top 100 AI Consumer Apps report. ChatGPT has three times more paying US subscribers than Claude or Gemini, while the top 1% of spenders account for 19.5% of total spending. AI agents are gaining traction among consumers.

• ChatGPT has 3x more US subscribers than Claude and Gemini
• Top 1% of spenders drive 19.5% of consumer AI spending
• AI agents are gaining traction with consumers
• a16z released the seventh edition of its consumer AI report