On Thursday, Andreessen Horowitz released its first AI Spending Report in partnership with the fintech firm Mercury. Using transaction data from Mercury, the report analyzes the top 50 AI-native application layer companies that startups are spending money on, similar to the previously published Top 100 Gen AI Consumer Apps. a16z partners Olivia Moore and Seema Amble say the data shows companies are still adopting a range of different AI products for certain tasks — and new apps are rising and falling very quickly. “There’s a proliferation of tools,” Amble said. “It hasn’t just coalesced around one or two in each category.” The report also shows a lot of spending on “human augmentors” or “copilots” that can help boost productivity among the workforce, suggesting startups aren’t ready to fully shift into agentic workflows. “As computer use becomes more of a mode and there’s more of the ability for there to be end-to-end agentic flows built, I think that shift will happen, where we’ll see fewer copilots and more end-to-end agent tools,” Amble said. “Especially as people are really eager to give them a try.”

Full report : a16z releases a report, citing Mercury data, on the top 50 AI companies that startups pay; OpenAI leads, followed by Anthropic, Replit, Freepik, and ElevenLabs.