A16z’s seventh Top 100 Consumer AI Apps list follows the money

Key Summary

Andreessen Horowitz's seventh Top 100 Consumer AI Apps list reveals a power-user economy, where only 4.5% of US consumers pay for AI subscriptions, with the top 1% averaging $903 per month. The median paying user spends $25. ChatGPT leads in both usage and revenue, with roughly three times as many paid subscribers as Gemini or Claude. Claude ranks third overall, but has passed Gemini in US paid subscribers. A new addition to the list includes 29 products not previously ranked by traffic data, which surfaced through US consumer credit-card spending data. OpenAI's ad business is valued at $1 billion annually, with potential growth areas including shopping, travel queries, and agentic and voice features.