Only 2% of US households actually pay for AI
a16z just released its State of Markets II report, revealing that a whopping 98% of US households still don't spend a dime on AI services. While awareness of tools like ChatGPT is near-universal, consumer monetization remains in its absolute infancy. Why it matters: The gap between casual adoption and opening wallets is massive, leaving an enormous untapped runway as agentic tools mature.