Andreessen Horowitz, or a16z, has published the seventh edition of its consumer AI ranking. Across the web and mobile lists, only 11 products appeared for the first time in this release, the lowest number of newcomers across all seven editions.
a16z adds a U.S. consumer spending ranking
For the first time, the ranking also includes a U.S. consumer spending list. a16z used YipitData electronic receipt samples to track which AI products consumers are actually paying for.
The data suggests traffic does not necessarily translate into stronger revenue. Among the Top 50 companies in the spending ranking, 29 did not make either the web or mobile traffic lists.
Spending is concentrated among a small group of users
a16z said the top 1% of paying users spent an average of $903 per month and contributed 19.5% of consumer AI spending. That share was higher than the combined 16.6% from the bottom 50% of users by spending. The median paying user spent just $25 a month.
Personal Agent remains one of the few visible growth categories
As the rankings become more stable, Personal Agent stands out as one of the few new categories still expanding.
Half a year ago, a16z said general-purpose agents such as OpenClaw were not yet good enough for mainstream consumers. In this edition, the firm devoted a separate chapter to Personal Agent. Startups including Instinct, Tomo, Poke, Lindy and Town have appeared in the category, while Meta Muse, OpenAI Dots and xAI Grok Bot have also entered the field.
The latest ranking points to a consumer AI market where leading products are becoming more entrenched, while monetization is starting to diverge from raw traffic. The clearest new variable is no longer another chatbot, but agents that can directly complete tasks for users.