The Ledger
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Evans: No competing AI app has more than 5% of ChatGPT's usage
“Go look at App Store ranking, or Google Trends, or usage data of any kind that you can get, and you see that basically it's ChatGPT, and then none of the others are more than five percent of that.”
Apple will maintain Google defaults while routing specialized queries to AI
“Apple will carry on treating Google as the default general search engine. They'll just peel more stuff out into their own foundation model or into chat TPT or into booking.com.”
Evans: Survey data shows Claude holds between 0% and 1% consumer usage
“If you look at the, you know, survey data on usage, it's,
It's ChatGPT, and then it's sort of two-thirds of that to a half of that is Gemini and Meta AI.
Even though Meta AI is a fiasco, Llama IV was a fiasco, the new models haven't launched yet, but consume…”
Evans: ChatGPT passes the Turing test by producing C-grade answers
“ChatGPT can pass the Turing test. I mean, you may not think it's a very bright person. I mean, this is the thing. I was plugging in my questions. I remember from when I was at history undergraduate, like, yeah, these are all C grade D grade answers. They are a…”
Evans: 33% to 50% tried ChatGPT, but daily active users are 1% to 5%
“And the top line is basically that in a bunch of developed world countries, something between a third to a half of people have already tried ChatGPT.
And so that's a very glass half full kind of statement.
On the other hand, the number of people you've turned …”
Evans: ChatGPT traffic dropped over summer 2023 because students went on break
“This is the reason why ChatGPT traffic fell off last summer, because all the kids went home from school.”
Evans: Only 2% to 3% of Americans trust ChatGPT output
“So a third of people haven't heard of it and two or three percent would trust what it says.”