ChatGPT now ranks top 20 global consumer products by paid subscribers, mostly against media and retail

omooretweets · x · 2026-10-05

omooretweets notes ChatGPT already ranks among the top 20 global consumer products by paid subscribers, with the rest of the list mostly media companies plus retailers like Amazon and Costco.

AI revenue remains overwhelmingly subscription- and usage-based — an inversion of the ad-funded pre-AI internet. As model COGS decline and products reach ad scale, he expects more free usage to return.

Related event: a16z's 7th Top 100 Gen AI Consumer Apps Adds First Revenue Leaderboard(19 posts)→

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