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The cultural change and the cultural adoption will be slower than the technology change in what's actually possible. If you actually look at the app stores that are emerging on Claude and ChatGPT, they both have 200 plus apps, but there's only 11% overlap. Essentially, you'd be able to log in with your ChatGBT account and take, like, your memory and your tokens with you, and then that other product would be able to kind of borrow those things to be even more powerful and helpful for you. I don't think we've seen a social product yet succeed that's, like, entirely AI content. The emotional stak
ChatGPT is the biggest AI product in the world. It's also only reaching 10% of the global population on a weekly basis. We're still early. Six editions into the a 16 z top 100 AI action port, the platforms are diverging. Claude is doubling down prosumer tools. Gemini's traction tracks almost perfectly to creative model releases. And ChatGPT is building towards something that looks more like Google, an everything app that monetizes through ads, transactions, and subscriptions. The global data is surprising. Singapore, Hong Kong, and The UAE lead per capita AI usage. The US sits at number 20. Tr
Olivia, welcome.
Thanks for having me.
It's the most exciting time of the year, which is the top 100 report is coming out today, I think. Is that right? Yep. It's been six editions over three years. Talk to us about what's the same, what's changed, what's your excitement level, what's up with the report?
Yeah. In many ways, like, so much has changed and there's been just an incredible amount of growth since the first time we put out this list in 2023. On the other hand, from like a macro level, we're still so early. Like, ChatGPT is by far the biggest global AI product and still only 10% of the global population is using it on a weekly active basis. So there's like a lot more to come. I do think this past six months has been maybe my favorite time and the most exciting time because of the shifts that we've seen. One of them has been that the race for the consumer is really heating up. So Chatu
So exciting. There's a ton to cover here. So let's start with the big foundation models. Can you talk a bit about what you think are the respective areas of specialization for Gemini, Quad, and then, of course, ChatGPT? Because it feels like it's been a rising tide story more than these models trading off with each other.
Yes. I agree. Despite the drama maybe of the past week
where we
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