Technology10/6/2026•Bloomberg
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 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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