a16z 发布第七期消费级 AI 应用 Top 100，新增收入榜单
a16z 第七期消费 AI 榜单来了，这次还加了收入榜。ChatGPT 移动端月活破 10 亿，Claude 网页端冲到第 3，值得翻翻看谁在涨。
a16z 发布第七期消费级 AI 应用 Top 100，本次新增按收入排序的榜单，与原有的网页和移动端流量排名并列。ChatGPT 仍居榜首，移动端月活跃用户超过 10 亿；Claude 网页端以近 10 亿次月访问量升至第 3 名。品类已从聊天机器人和图像生成扩展到 vibe coding（Lovable、Cursor、Replit）、音乐（Suno）、设计（Figma）、语音（ElevenLabs）、视频（Higgsfield、Kling）、智能体（Manus）和硬件（Plaud）。报告中提到 OpenAI 广告业务年化收入已达 10 亿美元，并讨论了付费集中于开发者等重度用户的分布特征。
The seventh edition of our Top 100 Consumer AI Apps is here, including a new dimension this time: what consumers are actually paying for. a16z's Elena Burger sits down with Olivia Moore and Josh Elman to unpack the current state of consumer AI: The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated at the top. Olivia and Josh discuss why developers, creators, and other power users dominate spending today, and why subscriptions may not be the business model that ultimately brings consumer AI to everyone. They also dig into the rise of personal agents, the different trajectories of ChatGPT, Claude, and Gemini, how ads could reshape AI economics, and the enormous amount of consumer white space still left to build, from shopping and entertainment to social, dating, and marketplaces. 00:56 Inside the 7th edition 05:55 Muse and Instinct's launch numbers 09:14 The privacy wall for personal agents 14:39 The AI spending power law 20:20 Why subscription is the wrong model 23:51 OpenAI's $1B ad run rate 29:21 ChatGPT vs Claude vs Gemini 32:30 Where creative tools still win 45:12 The white space: dating, shopping, entertainment YouTube: youtu.be/aCvrzhwUxg0 @omooretweets @JoshElman @VirtualElena Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z The seventh edition of our Top 100 Consumer AI Apps is here. New this time: a revenue leaderboard, alongside the usual web and mobile traffic rankings. Three years ago we published the first edition. ChatGPT was #1 , Claude was unranked, and the entire category was chatbots, image generators, and not much else. In today's edition: - ChatGPT still holds the throne, now with 1B+ monthly actives on mobile - Claude has climbed to #3 on web with nearly 1B monthly visits - The category has expanded to vibe coding (Lovable, Cursor, Replit), music (Suno), design (Figma), voice (ElevenLabs), video (Higgsfield, Kling), agents (Manus), and even hardware (Plaud) Full breakdown from @omooretweets : a16z.news/p/top-100-cons… 🔗 View Quoted Tweet 💬 9 🔄 4 ❤️ 48 👀 10599 📊 12 ⚡
