Only 4.5% of US consumers pay for ChatGPT, Gemini, or Claude subscriptions, a16z data shows

Despite billions in investment and hundreds of millions of users, only 4.5% of US consumers maintain paid subscriptions to ChatGPT, Gemini, or Claude, according to new analysis from venture capital firm Andreessen Horowitz. The figure, based on credit card spending tracked through YipitData's consumer panel in August 2026, reflects the persistent challenge of converting free users into paying subscribers in the consumer AI market.