OpenAI and Anthropic lead in consumer AI spending, says a16z partner

According to Andreessen Horowitz partner Olivia Moore, consumer adoption of AI is increasing, yet less than 5% of consumers are purchasing even a single AI product. Moore highlighted that OpenAI and Anthropic are leading in consumer AI spending, with a small group of power users spending up to $1,000 monthly on AI services. She also suggested that the next major consumer opportunity for AI may lie in new business models and categories beyond productivity, such as social, entertainment, health, and other multiplayer experiences. Moore discussed these insights on Bloomberg Tech with Ed Ludlow. The report underscores the growing yet niche nature of consumer AI spending, emphasizing the role of dedicated users in driving adoption.