$903 a month.
That’s what the top 1% of paying AI users put on their own credit cards, against $25 for the median payer. A top-1% payer spends about 36 times what the middle payer does.
Olivia Moore at a16z published the number in the seventh edition of the Top 100 Consumer AI Apps, the first to rank products by revenue as well as traffic. The money ranking and the traffic rankings disagree on 29 names.
Her summary of the market: “the top 10% of users are driving this market.” Elena Burger hosted the 49-minute conversation with Olivia and Josh Elman.
I watched the full conversation so you don’t have to. Here are the 10 parts that matter.
1. The $903 Tier: Who Pays for Consumer AI
About 50% of Americans say they use AI, and about 4.5% pay for it.
“The top 1% user is spending $903 per month personally on their personal credit cards on AI. And the median is spending $25.”
Olivia Moore, a16z