Menlo report: AI adoption flat but consumer spend tripled to $40B
Keeltoodeep · reddit · 2026-09-18
Menlo Ventures' 2026 State of Consumer AI report finds adoption barely moved while global consumer AI spend tripled to $40B, with existing users going deeper.
- 55% of AI users now pay for at least one AI product
- 25% of Americans use AI daily
- Combined usage across ChatGPT, Gemini, Claude, and Perplexity rose from 95% to over 150% of AI users, meaning many use multiple assistants; both ChatGPT and Gemini exceed 50% individually
The story has shifted from how many people tried AI to how the relationship deepens across time, money, tasks, and autonomy.
Related event: Menlo Report: Consumer AI Spend Triples to $40B While Adoption Stalls(5 posts)→
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