Stories

Consumer AI usage broad but shallow as ChatGPT leads, Claude gains on web, as per a16z report
M
Moneycontrol•06-10-2026, 15:30
ChatGPT Dominates Consumer AI with 1 Billion Mobile Users as Claude Reaches Third Place
  • •ChatGPT leads the consumer AI market with over one billion monthly active mobile users.
  • •Claude has climbed to the third spot on the web, recording nearly one billion monthly visits according to a16z's latest report.
  • •Gemini and Claude remain neck and neck in paid subscribers, though ChatGPT maintains three times more US paid subscribers than either competitor.
  • •While nearly half of US consumers use AI, only 25 percent engage daily and just 4.5 percent hold an active paid personal subscription.
  • •The top 10 percent of spenders account for roughly half of all consumer AI spending, heavily favoring coding, productivity, and creative tools.

Key Questions Answered

According to Andreessen Horowitz’s report, ChatGPT continues to lead the consumer AI market with over one billion monthly active mobile users. Meanwhile, Claude has climbed to the third spot on the web, recording nearly one billion monthly visits.

Gemini and Claude remain neck and neck in paid subscribers, even following Google's migration of existing paid users to its AI plan which boosted Gemini's counts.

While nearly half of U.S. consumers report using artificial intelligence, only 25 per cent engage with it on a daily basis.