US monthly consumer spend on digital card packs rivals Anthropic subscriptions
omooretweets · x · 2026-09-29
Investor Omooretweets argues consumer AI builders who live on X are in a bubble: the mainstream breakout of the past 6 months isn't agents but digital repacks of trading cards. He shared a chart comparing monthly US consumer spend on Anthropic vs Triumph Arcade, suggesting the latter is substantial, and believes huge opportunity remains in bringing AI to true mainstream consumers.
Related event: Digital Trading Card Packs Outsell Anthropic in US Consumer Spending(2 posts)→
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