Olivia Moore / Andreessen Horowitz: A look at consumer AI trends: ChatGPT has 3x more US subscribers than Claude or Gemini, the top 1% of spenders drive 19.5% of spend, and AI agents gain traction — Three years into tracking consumer AI, the leaderboard is becoming familiar.
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October 6, 2026 at 4:50 PM
A look at consumer AI trends: ChatGPT has 3x more US subscribers than Claude or Gemini, the top 1% of spenders drive 19.5% of spend, and AI agents gain traction (Olivia Moore/Andreessen Horowitz)
Techmeme
Excerpt from Techmeme.
