Andreessen Horowitz Partner Olivia Moore Releases Report Showing Only 2.2 Percent of U.S. Households Pay for AI Services

Andreessen Horowitz partner Olivia Moore released a new report examining the top 100 consumer AI apps, highlighting a stark divide in how the technology is currently monetized. While OpenAI’s ChatGPT remains the largest player by far, smaller platforms like Suno and ElevenLabs are demonstrating long-term staying power. According to the report, only 2.2 percent of U.S. households currently pay for artificial intelligence services.

Moore noted that nearly all revenue so far relies on subscriptions and token usage, which leans heavily toward corporate users and professionals rather than everyday consumers. Moore suggested that future monetization should move away from direct consumer subscription fees, pointing instead to ad-supported free models. She also emphasized that consumer apps can lower high operating costs by adopting open-source software or cheaper, lightweight models instead of relying entirely on maximum intelligence systems.

The report highlights that many modern startups begin with consumer features before shifting to majority-enterprise businesses within eighteen months. Furthermore, major traditional categories such as social apps, dating, retail, and health currently lack any representation in the top 100 list, revealing large gaps where true consumer applications have yet to emerge.