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OpenAI, Anthropic Lead Consumer AI Spending: A16z

October 8, 2026
in AI & Technology
Reading Time: 1 min read
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Andreessen Horowitz partner Olivia Moore says consumer AI adoption is growing, but fewer than 5% of consumers are paying for even one AI product. She discusses why OpenAI and Anthropic dominate spending, with a small group of power users paying as much as $1,000 a month, and why AI’s next consumer opportunity could come from new business models and categories beyond productivity – including social, entertainment, health and other “multiplayer” experiences. She joins Ed Ludlow on “Bloomberg Tech.”
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