Andreessen Horowitz · Olivia Moore ·

A look at consumer AI trends: ChatGPT has 3x more US subscribers than Claude or Gemini, the top 1% of spenders drive 19.5% of spend, and AI agents gain traction

Three years into tracking consumer AI, the leaderboard is becoming familiar. This is the seventh edition of our Top 100 AI Consumer Apps …

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In this story ChatGPT Claude Gemini

A look at consumer AI trends: ChatGPT has 3x more US subscribers than Claude or Gemini, the top 1% of spenders drive 19.5% of spend, and AI agents gain traction

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Andreessen Horowitz — A look at consumer AI trends: ChatGPT has 3x more US subscribers than Claude or Gemini, the top 1% of spenders drive 19.5% of spend, and AI agents gain traction ↗

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Washington Post: Survey: 27% of Americans say they turn to AI chatbots like ChatGPT for personal, emotional, or social queries, rising to nearly 40% among adults under 50

SemiAnalysis: Analysis: Anthropic's subscriptions offer ~5x more API-equivalent value per month than OpenAI's for agentic workloads with Claude Opus 5.5 vs. GPT-6.1 Sol

Ramp: Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost

The Information: OpenAI expands ChatGPT ads to 26 additional countries, taking the total to 83 countries, and says the platform's advertiser base is 100K+, up from 20K in August

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ChatGPT ↗ Claude ↗

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