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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…

By Bloomberg Technology

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Originally published by Bloomberg Technology on Oct 6, 2026.

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