Minority Report 🤖📉

What’s Appening: ChatGPT Dominance, Snap Glasses, World Cup, Apple Lawsuit

CHATGPT IS CEDING GROUND TO ITS COMPETITORS

👀 TLDR

In this week’s What’s Appening, we cover a major AI milestone: ChatGPT dipping below 50% market share in global users. Time to worry for OpenAI? Probably not, as the real question remains how to monetize those users. We also have news on new (and expensive) AR glasses from Snap, and how a World Cup performance sent a player’s social media follower numbers into orbit.

🎬 Our Top Take

🤖↘️ OpenAI – Unwanted Milestone as Market Share Drops

It arguably hasn’t been a great few months for OpenAI. Despite that court victory over Elon Musk, there’s been a lot of bad press and an overall sense that it is losing ground to Anthropic. To punctuate that, it was reported this week that its market share had dropped below 50% for the first time. That shouldn’t be too surprising, given the ecosystem into which Google can drop Gemini (they are giving away free YouTube Premium with some subscriptions) and Anthropic’s organic growth with its family of models. If you wanted to know the latest user figures globally, they are as follows: ChatGPT 1.1 billion, Gemini 662 million, Claude 245 million. Others, such as Perplexity, Grok, DeepSeek, etc., have less than 5% of the market. Still, while it’s dropped below 50%, it’s still a massive user base for OpenAI to monetize, and the word that keeps popping up to do that is “adverts”. #MinorityReport Read more here.

📲 App of the Week: BBC Sport

As the World Cup warms up (literally and figuratively), sports apps are vying for fans’ attention. An early winner, though, might just be the official BBC Sport app, which has been causing a stir due to its “FIFA World Cup 3D Experience”. Working with mixed reality experts immersiv.io, the broadcaster has launched a 3D viewing experience, with unique angles, “tactics mode,” first-person camera, and loads of other features. It is perhaps one for the hardcore fans rather than first-timer World Cup casuals, but it’s winning a lot of plaudits, including from sections of the British media that tend to pour scorn on just about everything the BBC does. You can play with the 3D feature here. BBC Sport can be downloaded for iOS here and Android here.

🧐 Stat of the Week: 200%

📈📉 Getty – OpenAI Deal Shows How AI Can Heal the Hurts

Getty Images – the photo stock agency – was one of those companies whose stock has been hammered in recent years due to the specter of AI image generators. Yet, a new deal with OpenAI to allow its models access to its massive database of photos and images (over 600 million) has sent its stock into orbit – up 200% at one point. It’s exactly the type of thing meant by people like Jensen Huang when they say that AI will eventually be a creator of wealth/jobs, even if there are a few bumps along the way. #GettyUp Read more here.

🥇 WC Effect. Cape Verde’s hero goalkeeper Vozinha became an Instagram star after a 0-0 shutout against mighty Spain. His followers went from 50K to 15.7 million and counting. More here.

🤓 New Specs. Snap has released its long-awaited AR sunglasses, laying down the gauntlet to Meta with its Ray-Ban partnership. They look, err, well: You can judge for yourself here.

🍏 Cloud Case. A UK tribunal has given the go-ahead for a huge class-action against Apple for “trapping” iPhone users in its iCloud services. It could cost upwards of £3B ($4B). Details here.

🕶️ Ray-Banned? Speaking of smartglasses, Meta has launched a new range of specs under its own brand, leaving the street cred of Ray-Ban behind. They are cheaper, too. See them here.

📍 Meanwhile at 3Advance

So you’ve reached the end of our newsletter. You hopefully enjoyed it then! We’ve been running What’s Appening for around four and a half years, and are considering its future. Should we keep going? Is it worth it? Is it time to wrap it up? We love seeing it come together, and it’s been a great way to keep in touch with all of you. We’d love to hear what you think, or if you’ve got any ideas to fund it moving forward. Sponsorship? New stewardship? Open to all your thoughts.

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