a16z：少数人为 AI 付费，但付费者支出巨大
原标题：Few people pay for AI, but those who do spend big
AI 摘要
Andreessen Horowitz 发布第七版消费级 AI 产品 Top 100 榜单，并首次通过 YipitData 追踪美国消费者实际支出。数据显示近半数美国消费者使用 AI，但仅 4.5% 为 ChatGPT、Gemini 或 Claude 付费；付费高度集中于专业用户，前 1% 用户月均支出约 900 美元，典型付费用户约 25 美元。ChatGPT 流量仍居首，Claude 升至第三且高价订阅占比更高；高模型成本使行业几乎完全依赖订阅而非广告。
正文节选
Few people pay for AI, but those who do spend big Key Points - Nearly half of US consumers use AI, but only 4.5 percent pay for a subscription to ChatGPT, Gemini, or Claude, according to Andreessen Horowitz. - Revenue is heavily concentrated among professional users. The top one percent of payers spend about $900 a month on work and creative tools, while the typical user spends around $25. - ChatGPT remains the clear number one ahead of Gemini and Claude. High model costs push the industry almos