The 8% overlap between ChatGPT and Claude subscribers is the number I keep coming back to โ it suggests these are becoming habit-level installs rather than interchangeable utilities, which makes the gross-additions-vs-churn split matter more than the traffic rank. Since the spending data is a panel rather than a census, I'd love to see the power-law claim cross-checked against something less selection-biased, like the state-level subscriber saturation you already track.
The 8% overlap between ChatGPT and Claude subscribers is the number I keep coming back to โ it suggests these are becoming habit-level installs rather than interchangeable utilities, which makes the gross-additions-vs-churn split matter more than the traffic rank. Since the spending data is a panel rather than a census, I'd love to see the power-law claim cross-checked against something less selection-biased, like the state-level subscriber saturation you already track.
Great read, very insightful!!
Hi Olivia!
Looking forward to the 7th Edition Report of 5th October 2026! Do you have a forecast to make the PDF full version available?
Spot on and immediately useful ๐๐๐๐๐๐๐
Curious as to how you get the data. Especially on revenue.
As usual, very good analysis. By the way, Freepik rebranded to Magnific this year!