Menlo Ventures: consumer AI spend hits $40B, 3x growth, but adoption nearly flat

rohanpaul_ai · x · 2026-09-17

Menlo Ventures' State of Consumer AI 2026 report finds U.S. adult AI usage rose only from 61% to 64% while global consumer spend tripled to $40B. Key points: 55% of users pay for AI, with the top 14% of payers driving 60% of spending; 48% have earned money with AI; 41% have tried agents and 32% let AI act without final approval; 36% engage less with content known to be AI-generated; accuracy (45%) and trust (40%) now outrank ease of use.

Related event: Consumer AI Spend Triples to $40B as Adoption Stalls(3 posts)→

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