OpenAI, Anthropic Lead Consumer AI Spending: A16z
THE SO WHAT
If fewer than 5% of consumers pay for any AI product and a small power-user cohort spends up to $1,000 a month, consumer AI is behaving like a niche SaaS market, not a mass subscription wave. Builders should optimize for high-ARPU prosumer and workflow depth now, not broad $10/month adoption that isn’t materializing yet.
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