AI adoption

Andrej Karpathy, now at Anthropic, estimates that about 5,000 people worldwide have access to internal frontier-grade AI systems. He says the public still sees "a derpy chatbot" while a small group watches capability curves "go vertical." The figures are his own estimates, not measured data.

New Ramp spending data shows Anthropic's flagship Fable 5 model, priced at $10/$50 per million tokens, is seeing weak corporate adoption compared to OpenAI's GPT-5.6 Sol. Analysts suggest frontier AI pricing may have hit a ceiling.

Three independent data sources — Pangram, OpenRouter, and Similarweb — indicate Google's Gemini is losing market share to ChatGPT and Claude. Pangram reports Gemini's share fell from 12% to 1.9% between tracking periods, while Anthropic climbed from 4.3% to 14.9%.