- OpenAI continues to dominate headlines, with Reuters reporting that the company is exploring a potential IPO at a valuation of up to $1 trillion. Whether that offering materializes remains uncertain amid ongoing debate in public equity over AI investments and valuations, underscored by recent comments from investor Michael Burry on potential overpricing.
- Occam monitors several metrics related to AI adoption and platform engagement. Notably, this quarter’s data suggest a potential flattening in ChatGPT usage by account owners, signaling a potential pause after quarters of steady growth. Other datasets tracked by Occam include the share of tasks now performed on ChatGPT that were previously conducted through Google Search (data available upon request).
- Whether this proves to be a short-lived plateau or the start of a new usage cycle should become clearer in the months ahead. Subscribe today to stay ahead of the curve.
