a16z: OpenAI and Anthropic Lead Consumer AI Spending

Andreessen Horowitz partner Olivia Moore said consumer AI adoption is growing, but fewer than 5% of consumers pay for even one AI product. Spending is concentrated around OpenAI and Anthropic, with a small group of power users paying as much as $1,000 a month.

• Fewer than 5% of consumers pay for at least one AI product
• OpenAI and Anthropic dominate consumer AI spending
• Some power users spend up to $1,000 a month
• Next opportunities lie in social, entertainment and health experiences