Consumer AI usage is broad but paid use is concentrated, a16z ranking finds

a16z's seventh Top 100 Consumer AI Apps report adds a spending ranking based on YipitData card panels, showing usage is wide but shallow.

Only 4.5% of U.S. consumers had an active paid personal subscription to ChatGPT, Gemini, or Claude as of August, while the top 1% of payers accounted for 19.5% of observed consumer AI spend.

The report also notes ChatGPT still leads, Claude has moved into the third position, and personal agents are emerging as a possible new monetization path.