Alex Immerman
@aleximm
Consumer AI primarily monetizes via subscriptions. But <5% of consumers pay for ChatGPT, Gemini or Claude.
ChatGPT launched ads in February, crossed $100m runrate revenue in 6 weeks, and $1b by August.
Google + Meta combine for $500b+ ad revenue.
We are so early in AI ads.
ChatGPT launched ads in February, crossed $100m runrate revenue in 6 weeks, and $1b by August.
Google + Meta combine for $500b+ ad revenue.
We are so early in AI ads.
Olivia Moore@omooretweets · Oct 5🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150!
We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.
The result? A story of heavy concentration among AI's power users. Our takeaways 👇
We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.
The result? A story of heavy concentration among AI's power users. Our takeaways 👇
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