Who's Actually Paying for AI?
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Who's Actually Paying for AI?
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The follow-on to Who Gets Recommended by AI? Episode 4 asked who the assistant names. This one asks who funds the naming. Daniel and Maya work through a16z's Top 100 Gen AI Apps report, 7th edition: the leaderboard is freezing over (11 first-ever debuts, the fewest in seven editions), paying is a sliver (ChatGPT converts 3.02 percent of consumers, Gemini 1.09, Claude 1.07 - all frontier labs combined still under 5 percent), and the spend is concentrating hard (the top 1 percent of spenders are up 79 percent since January 2025, to 903 dollars a month). Plus why spend does not equal traffic - only seven products top the spend, web and mobile lists at once - and why bundles like Google's AI Plus set the defaults. The brand playbook: aim at the payers, not the traffic charts. Written by Ryan Craver. Presented by AI voices Daniel and Maya.