00:00What's so interesting is number one is still ChatGPT. We have Gemini, but where are we starting
00:05to see just if we're thinking about the consumer and consumer focused apps, Claude coming in and
00:10how are we seeing people using different chatbots? Yeah, absolutely. There were a lot of, this was
00:14actually the most fun and exciting report to do out of the six we've done because there were a lot
00:18of changes. First, as you mentioned, we did add for the first time companies that are not AI native
00:24but are significantly AI enhanced. So Notion as an example, they reported that 50% of their AI
00:29ARR is now coming from AI features. Canva is another one, FreePick, Grammarly. Then beyond that,
00:36I think the other really interesting trend in this edition of the list is just the continued battle
00:41between ChatGPT, Claude and Gemini for the mainstream consumer. And we've seen some pretty significant
00:48changes there over the last couple of months. What sparks the change other than press and coverage
00:54of what's happening with the Pentagon? Is it that a model comes out and eclipses it? People are actually
00:58using these things, they're working out which one is better than the other? Yeah, it's a great question.
01:02So for a while we saw consumers were using one generative AI product, if that even. And now
01:09they're multi-tenanting across products but for different use cases. So Gemini, if you look at
01:14their user growth, it's basically perfectly correlated to the release of like Nano Banana,
01:19VO3, all of these new creative models. Where Claude is really starting to shine I think is in the
01:24prosumer and work tool. So Claude Code, of course, had a crazy ramp to a billion in ARR. Claude Cowork
01:30is now their product for consumers that's being picked up pretty quickly. They also put Claude in
01:35Excel, in Google Sheets. Probably the best way to understand this is both Claude and ChatGPT now have
01:42their own app stores. They each have more than 200 apps that they offer access to. But there's only
01:4811% overlap between them. ChatGPT is leaning in on the mainstream consumer like fashion, shopping,
01:55travel, transportation. Sam Altman has said he wants ChatGPT to be for everyone. Claude is leaning in on
02:02like deep premium data sets for scientific work, medical work, data analysis. And so I think we're
02:08seeing them go in slightly different directions in terms of the audience they're trying to win.
02:12Team, let's bring back up the top 100 ranking and then focus in on I guess the top 5, 10.
02:17I find this
02:17Olivia so interesting that DeepSeek is so high up. Maybe through explaining the methodology of how you
02:24put the ranking together. Like some of these names you kind of touched on it there but you more
02:28associate them with enterprise. You'd associate their use outside of the United States potentially.
02:34What are you seeing in the data? Yeah, DeepSeek is a fascinating one because it was actually higher
02:40on prior versions of the list and has dropped down. What basically is happening with DeepSeek on a
02:44country by country basis is that China and Russia are blocked from using many of the Western AI tools.
02:51So China is heavily DeepSeek. It's their number one product. Then something like a Daobao from ByteDance,
02:57something like a Kimi. And Russia is the number two market for DeepSeek. It has fallen off a cliff
03:03in terms of usage in the U.S. I think it's fair to say. And I actually think that goes
03:06back to the
03:07question about what's going to happen with Claude. Because what we saw with DeepSeek in the U.S. was
03:12all press was good press, even if it was bad press, just because people didn't know about the product.
03:17And I think the same thing happened with Claude in the past week in that a couple months ago,
03:23market awareness of Claude amongst U.S. consumers was maybe 2%. And so now they're topping the app store
03:30just because many people have never heard of the product and they're downloading it for the first
03:33time. So it'll be interesting to see if they're able to retain those users or if like DeepSeek,
03:38they will only keep users in countries that can't access other products.
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