Consumer AI is beginning to solidify: only 11 newcomers, and Agents have become a rare new variable.

动察 Beating AI News Flash: a16z has released the seventh edition of its Consumer AI rankings. Across the two lists for web and mobile, only 11 products appear for the first time in this edition, the fewest in seven editions. At the same time, a16z has added a U.S. consumer spending list for the first time, using YipitData's electronic receipt samples to track which AI products users actually pay for.

High traffic does not equal higher revenue. Of the top 50 on the spending list, 29 did not make it onto either the web or mobile traffic lists. The top 1% of paying users spend an average of $903 per month, contributing 19.5% of consumer AI spending, even more than the combined 16.6% from the lowest-spending 50% of users. The median paying user spends only $25 per month.

In an increasingly stable ranking, Personal Agent is one of the few new categories still clearly expanding. Six months ago, a16z still believed that general-purpose agents like OpenClaw were not user-friendly enough for ordinary consumers; in this edition, it already devotes a separate chapter to discussing Personal Agent. Startups such as Instinct, Tomo, Poke, Lindy, and Town have appeared one after another, while Meta Muse, OpenAI Dots, and xAI Grok Bot have also entered the field in succession.

The leading consumer AI products are becoming entrenched, and earning power is beginning to separate from pure traffic. The most obvious new variable now has shifted from yet another chatbot to Agents that can directly handle tasks for users.