Kazike interprets two A16Z AI reports: AI is widely used but paying and depth remain niche
The author interprets A16Z's seventh edition of 'Top 100 Consumer AI Apps' and the 90-plus-page 'State of the Market II' report, pointing out that nearly half of Americans have used AI but only 25% use it daily, the personal paid subscription rate for ChatGPT, Gemini or Claude is only 4.5%, and only 2% of S&P 500 companies track AI value metrics long term.
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