Rohan Paul
@rohanpaul_ai
We are so early.
The paying share more than doubled in a year, from roughly 1% to 2.2%. Even so, about 98 of every 100 US households still don't pay for AI.
Subscribers' average spend hit $31/month in May 2026, and it rose more in the last four months than in the previous twenty.
chart by a16z.
