AnalysisBusinessSeptember 30, 2026

TechCrunch: consumer AI economics stay ugly despite Muse, Dots, Instinct

Read original source →techcrunch.com

As of May, 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 an industry shift toward Anthropic-style enterprise contracts.

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