报告:美国仅4.5%消费者为ChatGPT、Gemini或Claude付费,前1%月均花费903美元

格隆汇
Oct 08
硅谷知名风投a16z近期发布第七版消费级AI应用报告,在美国消费者中,仅有4.5%为ChatGPT、Gemini或Claude付过个人订阅费。前1%的付费用户贡献了全部消费级AI总支出的19.5%,每月平均花费903美元,比后50%加起来还要多。这些“专业用户”所购买的工具集中在自动化、产品构建以及创意工具上,比如n8n、fal、Manus、Higgsfield、Figma、HeyGen。 就美国消费级AI的头部格局而言,ChatGPT依然在网页和移动端领先,网页访问量是Gemini的两倍左右,移动端月活是Gemini的2.5倍左右,是Claude的14倍左右。在付费订阅上,ChatGPT的美国付费用户是Claude或Gemini的三倍左右。 此外,a16z近期发布的第二版State of Markets指出了一个和AI看空者预期有些相反的现象:算力需求持续升温,GPU的租赁价格不降反升,A100甚至比2026年初还贵。另一方面,企业中仅2%左右报告了可追踪的AI指标,消费侧付费渗透率也仅超过2%,表明消费与企业采用仍偏早期。

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