rotative
the decoder · October 10, 2026

4.5% of US consumers pay for AI, top 1% spend $900/month

only 4.5 percent of us consumers pay for ai subscriptions like chatgpt, gemini, or claude, but the top 1% of payers spend $900/month, driving revenue for ai companies.

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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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