The thing that's different about the AI bubble (if you could call it a bubble) is that it's really a series of waves that will continue for at least the next decade. It might look like a tsunami, but surf season is up.
MARKET TRENDS
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Meta AI leads in female users; ChatGPT dominates AI market
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Meta AI is the only AI chatbot with a higher percent of women who use AI than men (15% vs 13%). Gemini and Copilot have the largest differential in market usage (9). ChatGPT just still so far ahead of any other player.
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18% of US Adults Very Confident in AI Tools, Gap Found
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18% of US adults overall are "extremely/very confident" in their ability to use AI tools like ChatGPT, Gemini, Claude. That is 37% of all AI users. There is a massive gap between superusers and standard users – I suspect at least 50% of that 'very confident' group are nowhere
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Poll: 63% of US adults say AI is moving too fast
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63% of US adults believe that AI is advancing too quickly. 19% say the pace is right. 2% say it's too slow. I suspect even the majority of people who answered 'too quickly' are not aware of everything AI can do today, and if they were, we might see more of that 16 'not sure'
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ChatGPT dominates chatbot market at 44%, Gemini and Meta AI trail
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ChatGPT is the most popular chatbot, by a high margin (44% versus Gemini at 24%). I remain surprised at the high use of Meta AI (14%), but not surprised at the ratio of ChatGPT to Claude (7.33:1). A good reminder at how few people must be using Codex or Claude Code or
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24% of AI users daily, author suspects overreporting
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Daily use is actually a pretty high percent of total AI users! 24% are using ChatGPT/Claude/Gemini/Copilot daily. (I suspect people are overreporting their daily usage. 24% just sounds very high considering vacation, weekends, etc. I would have thought max 20% – the number will
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Half of US adults use AI; still using term ‘chatbot’?
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First up, half of US adults ever use AI systems like ChatGPT, Claude, and Gemini. And I guess we're still using the word chatbot?
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AI use cases: info search, work, emotional support, companionship
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Two biggest AI use cases are info search (42%) and work tasks (38%). "For emotional support and advice" is at 10%. "For companionship" is only at 4%. I think we forget how a curious, kind, personalized tutor actually provides empathy, support, and validation aka I deeply
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SaaS bears’ belief: software worth zero with Claude, lack of vision
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It seems almost too stupid to be true, but apparently the literal belief of SaaS bears is 'all software is worth 0 because Claude can one-shot these apps'. Absolutely staggering levels of lack of long-term vision in that statement.
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Levels of AI adoption in Europe widen gaps
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AI adoption in Europe is divided into levels, with some countries advancing faster than others. Gaps are widening as skills and workflows progress unevenly, forcing slower regions to react rather than plan.