Andreessen Horowitz has published the seventh edition of its Top 100 Consumer AI Apps report, and this time it expands the project beyond traffic rankings with a revenue leaderboard built from consumer spending data from YipitData. In a16z’s telling, that added layer shows not just which AI products people use, but which ones are actually making money. (a16z’s report announcement; Olivia Moore’s overview)
The standout finding is how concentrated that spending appears to be. Olivia Moore of a16z wrote that fewer than 5% of Americans pay for AI, and that spending within that group is heavily concentrated. According to Moore’s breakdown, the top 1% of spenders average $903 a month on AI on consumer cards alone. In a separate summary post, a16z said that top 1% outspends the bottom 50% combined, while the median customer spends $25 a month. (Moore on spend concentration; a16z’s summary post)
Moore also said the new revenue rankings do not line up neatly with the traffic lists. She wrote that 29 of the 50 companies on the revenue leaderboard do not appear on a16z’s web or mobile traffic rankings, and that only seven companies show up on all three lists. (Moore on the revenue list split)
ChatGPT remains the clear leader
On the report’s headline competitive question, Moore said ChatGPT “remains the clear leader.” She wrote that the revenue data shows ChatGPT with a roughly 3x lead over both Claude and Gemini in U.S. paid subscribers, and said that gap is even larger globally. In a separate post, she said ChatGPT is at about 2x Gemini’s scale and 6x Claude’s scale on web, and 2.5x Gemini’s scale and 14x Claude’s scale on mobile. (Moore on U.S. paid subscribers; Moore on web and mobile scale)
The same set of posts says the race was not static through 2026. Moore wrote that Claude made gains over the previous six months, crossing DeepSeek and Grok in traffic and Gemini in subscribers. She also said Claude momentarily passed ChatGPT in monthly new U.S. paid subscribers. But in later posts, Moore said ChatGPT’s growth re-accelerated in usage and revenue, while Claude’s net new paid U.S. subscribers started declining in May and fell for roughly the next three months. (Moore on Claude’s gains and ChatGPT’s lead; Moore on slowing Claude growth; earlier Moore post on declining net new Claude subscribers)
The report’s overlap data points in the same direction. Moore wrote that most AI consumer subscribers pay for only one product, “ChatGPT,” and that only 13% of people who pay for one AI tool also pay for another. ()
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