This is my thesis: no one uses AI. I repeat, absolutely no one. We live in a bubble.

Even among my friends who pay for it, when I ask them to open ChatGPT and show me their queries, it’s the same handful of basic things.

Most don’t even know they can upload a photo and ask questions about it. Connecting Gmail so an agent can read and send emails blows their minds. An agent opening a browser and checking them into a flight? They’ve never even heard of it.

The massive challenge right now is adoption, and then getting people who already signed up to actually use what they’re paying for. Most have absolutely zero clue what’s possible.

Imagine the compute shortage when everyone starts using AI like the top 1% of users do today.