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A16z found that 85% of 150 consumer AI apps monetize via subscriptions and 62% use credits or usage payments, while only 13% rely on advertising. ChatGPT has entered the top 20 global consumer subscription bases, though AI adoption remains limited in traditional categories like social, dating, and gaming. Spending is concentrated among power users averaging $903 per month compared to a median of $25.
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Key sources
- SOURCE@a16z“ChatGPT still holds the throne, now with 1B+ monthly actives on mobile”x.com
- SOURCE@a16z“Only 13% had ads or other options where you are the product instead of paying for the product.”x.com
- SUPPORT@omooretweets“The top 1% spend $903 / month on AI on consumer cards alone”x.com
- SUPPORT@digg“The top 1% average $903 a month; the median customer spends $25.”x.com
- SUPPORT@a16z“ChatGPT is the first AI app to crack the top 20”x.com
- SUPPORT@a16z“The @a16z Consumer AI Top 100 is back - but this time, it's 150!”x.com
- SUPPORT@illscience“the top 1% of spenders have almost doubled monthly spend to almost $1,000 / month”x.com
- SUPPORT@omooretweets“We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.”x.com