TLDR AI · DEEP DIVES & ANALYSIS

THE CHANGING DRIVERS OF LLM ADOPTION

epochai.substack.com15 min read

Summary from the TLDR AI newsletter

LLM use is rising. People are increasingly using different LLMs, different products, and in different places. ChatGPT remains dominant and keeps acquiring new users, but Gemini's growth has been faster over the last few months. OpenAI's revenue seems to be on track, but consumer revenue is likely decreasing as a share. A substantial share of workplace AI use involves workers adopting tools on their own rather than waiting for employer-provided access.