Benedict Evans

And then it's monthly active users.

And on social, people said, well, hang on, if you're using Instagram once a month, you're not using it.

It's daily active users or nothing.

And weekly active users, we don't like either.

Now OpenAI is doing weekly active users.

And Sam Altman was a social media startup founder.

He knows this.

It's a bullshit number.

You look at survey data, and I did this slide in the last presentation I did of like five different surveys from the US from late last year, earlier this year, and it's all roughly the same.

It's like something around 10%, give or take 3% or 4% of people, depending on the survey, are using this, say they're using this every day.

Another sort of 15% to 20% of people say they're using it every week.

And then there's, say you've got like, say 10% of people using it every day, say 15 or 20% of people using it every week.

Another 20 or 30% of people who say I use it every month or two.

And another 20 or 30% of people who say, yeah, I had a look, I didn't get it.

And then you have this survey where people say 70% of people are using AI.

And I'm like, wait, what do you mean?

There's a whole other rabbit hole, which is, you know, people say, well, did you use Snapchat's face filters?

Oh, so you're using AI.

What do we mean by AI?

So which is, let's be specific.