Three Strategic Bets on AI's Future

Vendor Sponsor

USC Marshall School of Business

Research Published

March 2, 2026

Teaser blog

https://www.linkedin.com/posts/danielmcc_claude-has-less-than-05-of-the-ai-assistant-ugcPost-7434440290427445248--RJC?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAE-e8BNL0chQ0GJPJM00uT4ieZUUmHQ0Y

Link to research

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6331258

Description

Measured mobile app usage (downloads, daily and monthly active users, and consumer revenue —- No API usage, enterprise contracts, or desktop use) for 2.5 years through multiple model launches.

Comments

None of the big 3 one have “it” figured out yet and everyone is “winning” on different trajectories.

Demographic or Methodology comments

Topic Tags

AIAI adoptionLarge Language ModelsBusiness ModelsMobileUser Research

Sample

Mobile App Store Data

Data Source

Behavior dataProduct Data

Demographics

Created time

Mar 16, 2026 3:56 AM

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