The changing drivers of LLM adoption (epochai.substack.com)

Recent discussions on the evolving landscape of large language model (LLM) adoption reveal notable shifts in user demographics and usage patterns. While the user base for ChatGPT surged from under 400 million to nearly 800 million in just eight months, growth rates are beginning to decelerate in saturated markets like the U.S. Conversely, other models, such as Gemini, are seeing increased adoption rates, especially in countries like India, highlighting a significant geographic shift in LLM usage. This trend indicates that while some markets may reach a saturation point, emerging economies are rapidly embracing LLM technologies. Significantly, the study reveals that consumers are increasingly integrating LLMs into broader applications instead of relying solely on standalone chatbot formats. For instance, Google’s inclusion of an “AI mode” in its search features and Meta’s integration of AI across its messaging platforms suggest a transition towards adopting AI functionalities in daily tasks, thereby broadening the potential user base. Additionally, even as the number of unique users may stabilize, the intensity of usage is on the rise, with users engaging more deeply within apps. This indicates that while the pace of new user acquisition might slow, the overall impact of LLMs in both consumer and workplace environments continues its trajectory of rapid growth.