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a16z Top 100 Consumer AI Apps adds a revenue leaderboard

The seventh edition finds the top 1% of AI spenders averaging $903 a month while the median customer spends $25.

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a16zLead source
The seventh edition of our Top 100 Consumer AI Apps is here. New this time: a revenue leaderboard, alongside the usual web and mobile traffic rankings. Three years ago we published the first edition. ChatGPT was #1, Claude was unranked, and the entire category was chatbots, image generators, and not much else. In today's edition: - ChatGPT still holds the throne, now with 1B+ monthly actives on mobile - Claude has climbed to #3 on web with nearly 1B monthly visits - The category has expanded to vibe coding (Lovable, Cursor, Replit), music (Suno), design (Figma), voice (ElevenLabs), video (Higgsfield, Kling), agents (Manus), and even hardware (Plaud) Full breakdown from @omooretweets:
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a16z
The seventh edition of our Top 100 Consumer AI Apps is here, including a new dimension this time: what consumers are actually paying for. a16z's Elena Burger sits down with Olivia Moore and Josh Elman to unpack the current state of consumer AI: The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated at the top. Olivia and Josh discuss why developers, creators, and other power users dominate spending today, and why subscriptions may not be the business model that ultimately brings consumer AI to everyone. They also dig into the rise of personal agents, the different trajectories of ChatGPT, Claude, and Gemini, how ads could reshape AI economics, and the enormous amount of consumer white…
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Deedy
Menlo has tried to rebuild from the ground up how we think about investing and we are fortunate to be lead investors in 5 of the top 15 consumer AI apps by monthly revenue despite our low volume strategy. Thanks for the shout, Shaun! Have a ton of admiration for what you have done at Sequoia. Too many people know you for your firebrand tweets and too few know your excellent investments and that you have a PhD in physics from Caltech (and it’s fun to have your cofounder be a partner!)
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a16z
The top 1% of AI spenders now outspend the bottom 50% combined They spend an average of $903/month, while the median customer spends just $25 More charts in our Top 100 Consumer AI Apps breakdown:
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Digg
A16z’s updated Consumer AI Top 100 adds YipitData revenue data, and it shows AI spend is concentrated in a tiny group of power users. The top 1% average $903 a month; the median customer spends $25.
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a16z
13 of the 20 biggest consumer subscription bases are media ChatGPT is the first AI app to crack the top 20 More charts in our Top 100 Consumer AI Apps breakdown:
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Olivia Moore
We @a16z got the data on how consumers are spending on AI...and it's even more of a power law than you think Fewer than 5% of U.S. users have a personal AI subscription Within that group, the top 1% drives the largest share of revenue, spending on average $903 / person / month
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a16z
a16z's Olivia Moore thinks AI's subscription-heavy monetization is an unnatural inversion of the consumer internet, and other models like ads need to come back: "Substantially all of the consumer AI revenue thus far has come from direct subscriptions. On our web list, 85% monetize via subscriptions, another 62% via credits or extra usage payments." "Only 13% had ads or other options where you are the product instead of paying for the product." "If you look back at the history of the consumer internet, that's a pretty unnatural inversion. Almost all of the really big consumer technology companies we have now make the vast majority of their revenue from ads or transaction fees, not subscriptions." "The truth is... most people don't have the funds, or don't want to spend their funds, on…
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a16z
"Most people aren't looking to save time, they're looking for ways to spend their time." 9 of 15 consumer internet categories have zero AI products in the Top 100. These built some of the biggest companies of the last two eras: - Streaming - Social - Dating - Gaming - Travel - Retail - Finance - Real estate - Jobs More charts in our Top 100 Consumer AI Apps breakdown:
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  1. a16z Top 100 Consumer AI Apps adds a revenue leaderboard

  2. a16z's Top 100 Consumer AI Apps adds revenue leaderboard

  3. a16z's Top 100 Consumer AI Apps adds revenue leaderboard

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