buildOne report1 publisher OpenAI narrowed Anthropic's lead in Ramp business AI adoption to 3.2 percentage points in September
Ramp's September data has 43.8% of its businesses paying Anthropic and 40.6% paying OpenAI, a 3.2-point gap after OpenAI gained 1.12 points. The figures imply more than half of paying firms buy from both, so the gap says little about vendor lock-in.
Reality
- Evidence62
- Adoption56
- Hype gap−10
- Incentives40
- Confidence65
buildOne report1 publisher Kilo Code's gateway talk ties AI agent adoption to a trust ladder
Kilo Code's Brendan O'Leary says its gateway data ties AI coding agent adoption to developer trust. The talk is titled for 25 trillion tokens, he says that figure is not quite right, and the excerpt stops before any usage numbers appear.
Reality
- Evidence20
- Adoption
- Not scored
- Hype gap
- Not scored
- Incentives60
- Confidence35
Foreign Affairs essay argues AI's promise is what inflates its market bubble
Foreign Affairs says roughly 30% of Americans use AI less than four years after ChatGPT, five times the share for earlier technologies at comparable stages. The essay treats that speed as fuel for a market bubble, pointing to ten AI stocks that supplied around half of this year's S&P 500 returns.
Reality
- Evidence40
- Adoption60
- Hype gap
- Not scored
- Incentives
- Not scored
- Confidence40
buildConfirmed2 publishers Andreessen Horowitz puts hyperscaler capex near $780 billion this year and tech at roughly 55% of US capital spending. Its charts also show free cash flow being squeezed, and the hyperscalers are relying more on debt to fund new chip capacity.
Reality
- Evidence55
- Adoption30
- Hype gap+20
- Incentives75
- Confidence60
The OpenAI chief says people keep using the same tools and buying from the same firms. That is a demand problem, and model quality is not a lever on it.
Perspective Coverage
3 publishers
- Builder
- Builder 32%
- Operator
- Operator 33%
- Investor
- Investor 35%
Reality
- Evidence70
- Adoption
- Not scored
- Hype gap+20
- Incentives65
- Confidence60
Gallup puts the US among three of 37 countries where negative feeling about AI outweighs positive
The Gallup and Microsoft survey covers 37 of a planned 140 countries, and the one kind of trust it measures is whether people think AI returns accurate information. Governance programs run on the other kinds.
Reality
- Evidence52
- Adoption55
- Hype gap+12
- Incentives55
- Confidence55
Gallup puts median AI awareness 38 points above median use across 37 countries
Positive feeling about AI outweighs negative in 34 of the 37 countries Gallup has finished so far. The same fieldwork puts median awareness at 81% of adults and the median who have ever used it at 43%.
Publishers:news.gallup.com
Reality
- Evidence66
- Adoption44
- Hype gap+20
- Incentives55
- Confidence62
Gallup finds AI optimism running ahead of trust in 35 of the 37 countries it surveyed
Gallup and Microsoft's first 37-country cut puts awareness, daily use and trust in accuracy in very different places. The spread lands on whoever has to ship one onboarding flow into all of those markets.
Reality
- Evidence62
- Adoption70
- Hype gap+12
- Incentives58
- Confidence55
AI and Ethics paper argues refusing AI protects three goods efficiency cannot replace
Writing in AI and Ethics, the authors say effort can deliver self-development, proof of care and moral standing, so a colleague who declines the tool may be protecting a value the efficiency case never counted.
Reality
- Evidence42
- Adoption
- Not scored
- Hype gap+18
- Incentives55
- Confidence52