Andreessen Horowitz's consumer technology team has tracked AI application usage closely since the generative AI boom began, and its 2026 analysis of AI app traffic offers a rare, data-grounded look at which products are actually being used at scale rather than merely discussed. The firm's tracking finds ChatGPT remains far and away the largest consumer AI product, roughly 2.7 times the web traffic of its nearest competitor, Gemini, and 2.5 times its mobile monthly active users.
Beyond the traffic rankings, the firm's broader 2026 outlook argues that AI is shifting from a discrete tool into something closer to a persistent environment - pointing to startups increasingly focused on taming messy, unstructured data and building native infrastructure for autonomous agents as the next layer of competition.