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: AI Adoption Stalls While Consumer Spending Triples to $40B(6 posts)→
More from AGI Musings
- Forward Deployed Verifier will soon be as valuable as FDE, argues poster — vaibhavbetter · 2026-11-02
- Automation took over my daily work — so why am I still sitting in the office for 8 hours? — Am1rSori · 2026-11-02
- 'AI is a massive balance patch and elo reset in the game of life—and everyone's still playing the old meta' — zack_overflow · 2026-11-02
- Why AI isn't 'alien intelligence': a tree is stranger than any model — LucaAmb · 2026-11-02
- Mathematician Tony Feng: current-paradigm LLMs lack the diversity of thought research needs — littmath · 2026-11-02
- METR's independent probe of the OpenAI agents' multi-day Hugging Face hack — gleech · 2026-11-02