Consumer AI: Data from a16z

MAU, DAU/MAU (Stickiness), Retention, Subscribers and Revenue data for ChatGPT, Gemini, Cluade, Perplexity and other big AI companies

One of the biggest VC funds, A16Z, has a team dedicated to consumer AI companies. From time to time, they publish some data and trends on the leading companies in this segment using data from different sources. They recently published the data for top companies to wrap up 2025 and forecast what might happen in 2026.
You can check their original article, but here I wanted to aggregate the metrics in a simple summary. You can make your own conclusions by looking at the numbers.

User Scale (MAU/WAU)

Engagement & Retention (Stickiness)

Some benchmarks on stickiness and retention from the best in class consumer AI apps: ChatGPT and Gemini

Financials & Subscriptions

And finally, some indicative numbers on revenue and the number of subscribers. Though no data on revenue for ChatGPT was presented in the original article, it’s estimated to be above $12B as per Sam Altman’s recent comments.