This metric may tell us more about the business model of consumer AI than the state of AI. AI for consumers almost inevitably will be subsidized and monetized via commerce, ads, or purchases of devices and other servi…

a16z 数据显示 98% 的美国家庭仍未为 AI 付费,而 Box CEO Aaron Levie 认为,这个数字更多反映的是消费级 AI 的商业模式,而非 AI 技术本身的状态——消费者端的 AI 大概率会走补贴路线,靠电商、广告或硬件和服务销售变现。








