Bloomberg Technology

OpenAI, Anthropic Lead Consumer AI Spending: A16z

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…

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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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3 Comments

  1. @Nainara32

    October 6, 2026 at 2:34 pm

    As much as I’ve grown to dislike A16z’s political activities, this was a pretty interesting segment to see who the AI revenue leaders are

    • @StyxStyx-xz7

      October 6, 2026 at 4:54 pm

      Cry.

  2. @muhammadtalhabinzia

    October 6, 2026 at 5:37 pm

    Guess who is left with lots of worthless open AI over priced shares: A16z

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