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The New Coffee Room

  1. TNCR
  2. General Discussion
  3. AI Market Share

AI Market Share

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  • jon-nycJ jon-nyc

    This is by token use not seats/users. So one programmer spending tens of thousands a month on Claude beats everyone you know using ChatGPT.

    taiwan_girlT Offline
    taiwan_girlT Offline
    taiwan_girl
    wrote last edited by
    #5

    @jon-nyc Ah. Thanks!

    1 Reply Last reply
    • AxtremusA Axtremus

      Was looking at some stats provided by OpenRouter.ai (a business/platform that helps other businesses/programs direction their AI-related queries/workloads to different AI models/providers; so this is geared more towards business/programmatic use of AI models rather than direct consumer use).

      Screenshots captured on 2026-04-25:
      Screenshot 2026-04-25 at 9.06.28 AM.png
      Screenshot 2026-04-25 at 9.06.05 AM.png

      It's amazing how the landscape of fundamental AI models is basically a bipolar world: the USA, or China.

      Claude (Anthropic), Gemini (Google), OpenAI, Grok (xAI) are made in the USA.
      DeepSeek, Kimi, MiniMax, MiMo, Z-AI, QWEN are made in China.

      Germany with its famous "German engineering," India with its army of IT professionals, Japan with its dominance in high-end consumer electronics, South Korea with its humongous electronic component manufacturing capacities, the UK and the entire European Union with their combined economic might ... it's like they don't exist in the global AI tech race. 🤷

      KlausK Online
      KlausK Online
      Klaus
      wrote last edited by Klaus
      #6

      @Axtremus said:

      Germany with its famous "German engineering," India with its army of IT professionals, Japan with its dominance in high-end consumer electronics, South Korea with its humongous electronic component manufacturing capacities, the UK and the entire European Union with their combined economic might ... it's like they don't exist in the global AI tech race.

      It's true, and the depressing thing is that nobody cares. It's a non-topic. Not the politicians, not the media. As if AI wouldn't influence our future.

      1 Reply Last reply
      • AxtremusA Axtremus

        Was looking at some stats provided by OpenRouter.ai (a business/platform that helps other businesses/programs direction their AI-related queries/workloads to different AI models/providers; so this is geared more towards business/programmatic use of AI models rather than direct consumer use).

        Screenshots captured on 2026-04-25:
        Screenshot 2026-04-25 at 9.06.28 AM.png
        Screenshot 2026-04-25 at 9.06.05 AM.png

        It's amazing how the landscape of fundamental AI models is basically a bipolar world: the USA, or China.

        Claude (Anthropic), Gemini (Google), OpenAI, Grok (xAI) are made in the USA.
        DeepSeek, Kimi, MiniMax, MiMo, Z-AI, QWEN are made in China.

        Germany with its famous "German engineering," India with its army of IT professionals, Japan with its dominance in high-end consumer electronics, South Korea with its humongous electronic component manufacturing capacities, the UK and the entire European Union with their combined economic might ... it's like they don't exist in the global AI tech race. 🤷

        jon-nycJ Offline
        jon-nycJ Offline
        jon-nyc
        wrote last edited by
        #7

        @Axtremus said:

        Germany with its famous "German engineering," India with its army of IT professionals, Japan with its dominance in high-end consumer electronics, South Korea with its humongous electronic component manufacturing capacities, the UK and the entire European Union with their combined economic might ... it's like they don't exist in the global AI tech race. 🤷

        Person. Woman. Man. Camera. TV.

        1 Reply Last reply
        • KlausK Online
          KlausK Online
          Klaus
          wrote last edited by
          #8

          It's true, and it's very sad. We kill innovation and are proud of it. 99% of the people don't even see a problem. By the end of the century we'll be the South America of the globe. Well, minus the hot chicks.

          Doctor PhibesD 1 Reply Last reply
          • KlausK Klaus

            It's true, and it's very sad. We kill innovation and are proud of it. 99% of the people don't even see a problem. By the end of the century we'll be the South America of the globe. Well, minus the hot chicks.

            Doctor PhibesD Offline
            Doctor PhibesD Offline
            Doctor Phibes
            wrote last edited by Doctor Phibes
            #9

            @Klaus said:

            It's true, and it's very sad. We kill innovation and are proud of it. 99% of the people don't even see a problem. By the end of the century we'll be the South America of the globe. Well, minus the hot chicks.

            It's been the case in the UK, too, for many decades. The number of inventions the Brits made but failed to invest sufficiently in makes for a depressing read (if you still live there). This attitude is one of the reasons I left. Obviously, I haven't had an original idea in my entire life, but that's a whole different topic.

            I was only joking

            1 Reply Last reply
            • jon-nycJ Offline
              jon-nycJ Offline
              jon-nyc
              wrote last edited by
              #10

              You probably had a few shitty ones.

              Person. Woman. Man. Camera. TV.

              1 Reply Last reply
              • jon-nycJ Offline
                jon-nycJ Offline
                jon-nyc
                wrote last edited by
                #11

                If the EU built Claude.

                IMG_2297.jpeg

                Person. Woman. Man. Camera. TV.

                Doctor PhibesD 1 Reply Last reply
                • jon-nycJ jon-nyc

                  If the EU built Claude.

                  IMG_2297.jpeg

                  Doctor PhibesD Offline
                  Doctor PhibesD Offline
                  Doctor Phibes
                  wrote last edited by Doctor Phibes
                  #12

                  @jon-nyc said:

                  If the EU built Claude.

                  IMG_2297.jpeg

                  It's arguable that this would be better for mankind in the long term. It's the Sir Humphrey Appleby approach to implementing something you don't like.

                  I was only joking

                  1 Reply Last reply
                  • Tom-KT Offline
                    Tom-KT Offline
                    Tom-K
                    wrote last edited by
                    #13

                    My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

                    Ego similis habere bonum et non curat nunquam accipere malum.

                    HoraceH 1 Reply Last reply
                    • jon-nycJ Offline
                      jon-nycJ Offline
                      jon-nyc
                      wrote last edited by
                      #14

                      I would invite people to take another look at that graphic. The jokes don’t stop. Like the tag line - Souveraineté, Conformité, Hésitation.

                      Person. Woman. Man. Camera. TV.

                      1 Reply Last reply
                      • Tom-KT Tom-K

                        My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

                        HoraceH Offline
                        HoraceH Offline
                        Horace
                        wrote last edited by
                        #15

                        @Tom-K said:

                        My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

                        Presuming that would have been your advice for the past couple years, it is demonstrably bad. Though past results are no guarantee of future results and all that.

                        Education is extremely important.

                        1 Reply Last reply
                        • jon-nycJ Offline
                          jon-nycJ Offline
                          jon-nyc
                          wrote last edited by jon-nyc
                          #16

                          You’d be getting a lot of AI exposure by just owning the S&P. Mag7 (admittedly more than just AI) made up about a third of its market cap.

                          Person. Woman. Man. Camera. TV.

                          1 Reply Last reply
                          • HoraceH Offline
                            HoraceH Offline
                            Horace
                            wrote last edited by Horace
                            #17

                            More exposure still with QQQ and more exposure still with individual stock picks.

                            Education is extremely important.

                            1 Reply Last reply
                            • jon-nycJ Offline
                              jon-nycJ Offline
                              jon-nyc
                              wrote last edited by
                              #18

                              Yeah, Qs are like half mag7

                              Person. Woman. Man. Camera. TV.

                              1 Reply Last reply
                              • HoraceH Offline
                                HoraceH Offline
                                Horace
                                wrote last edited by Horace
                                #19

                                Contrary to what Buffet would have us believe, an obvious and even banal tech-heavy portfolio has resoundingly beat the market for a very long time now.

                                And the best investment of Buffet's career was his investment in the biggest tech name of the day, AAPL. Which he sold too soon, leaving about 75 billion of profits on the table, relative to today's price. He still has a quarter of his original investment though.

                                Education is extremely important.

                                1 Reply Last reply
                                • jon-nycJ Offline
                                  jon-nycJ Offline
                                  jon-nyc
                                  wrote last edited by
                                  #20

                                  Person. Woman. Man. Camera. TV.

                                  1 Reply Last reply
                                  • HoraceH Offline
                                    HoraceH Offline
                                    Horace
                                    wrote last edited by
                                    #21

                                    Tons of doubles, triples, and more in mainstream tech names over the past couple years. Even google has doubled over the past year. Granted, that starting point was after the tariff crash. Micron, which I've mentioned here, has 10x since the tariff crash.

                                    Education is extremely important.

                                    1 Reply Last reply
                                    • taiwan_girlT Offline
                                      taiwan_girlT Offline
                                      taiwan_girl
                                      wrote last edited by
                                      #22

                                      Rigetti and D-Wave up 15x over the past 2.5 years. Unfortunately, I only bought like USD$100 of each. LOL. 😩

                                      1 Reply Last reply

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