rotative
the decoder · 2026年10月10日

4.5% 的美国消费者为 AI 付费,顶级 1% 每月花费 900 美元

只有 4.5% 的美国消费者为 AI 订阅付费,如 chatgpt、gemini 或 claude,但顶级 1% 的付费者每月花费 900 美元,推动 AI 公司收入。

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according to andreessen horowitz, nearly half of us consumers use ai, but only 4.5 percent have an active paid personal subscription to chatgpt, gemini, or claude. the top 1% of payers spend about $900 a month on work and creative tools, while the typical user spends around $25. revenue is heavily concentrated among professional users, with openai and anthropic leading the new spending ranking. the industry is shifting towards subscriptions rather than ad revenue due to high model costs, with chatgpt remaining the clear number one ahead of gemini and claude.

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