OpenAI and Anthropic Dominate Consumer AI Spending, A16z Says

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. Moore also explains why AI's next consumer opportunity could come from new business models and categories beyond productivity, including social, entertainment, health and other "multiplayer" experiences. Her comments suggest that the current paid-user base is narrow but lucrative, and that broader monetization may depend on expanding into new use cases. Speaking with Ed Ludlow on "Bloomberg Tech," Moore provides a venture capital perspective on where consumer AI is headed, highlighting the gap between widespread adoption and actual spending, and pointing to the categories that could drive the next wave of growth.