AnalysisBusinessSeptember 30, 2026

Consumer AI's economics stay ugly despite Muse, Dots and Instinct

Read original source →techcrunch.com

As of May, only 2.2% of consumers were paying for AI services, per an Andreessen Horowitz State of Markets report drawing on a PNC research report. Meta's Muse and Jolly, OpenAI's Dots and Instinct's $10B valuation buck the trend, but frontier labs keep shifting to enterprise contracts.

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