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Claude’s usage data reveals where AI’s economic impact is actually landing

Anthropic just dropped its latest Economic Index report, showing how and where AI is being adopted globally. The key takeaway? AI's benefits are accelerating but they’re not being shared equally.

Here’s everything you need to know:

• In just two years, AI use at work in the US has doubled, now at 40%.

• Claude usage is heavily concentrated in rich countries like Israel, Singapore, and the US.

• Within the US, DC and Utah lead per capita outpacing even California.

• Enterprise use is automation-heavy: 77% of Claude API tasks are full delegations.

• High-adoption regions use AI more collaboratively; low-adoption ones use it to automate.

• Coding dominates globally, but mature markets show broader usage in education, science, and admin.

• Businesses prioritize model capability over cost expensive tasks are used more, not less.

• Data context, not price is the biggest barrier to deploying AI in complex domains.

AI adoption is mirroring past tech booms fast, uneven, and concentrated. But this time, the gap between adopters and laggards could shape who benefits from the next wave of economic growth. If policymakers don’t act now to support broader adoption, AI could deepen existing inequalities instead of closing them..

Google’s parent joins the $3T club as AI momentum builds

Alphabet has officially crossed the $3 trillion market cap threshold, becoming the third U.S. company to do so. The driver? AI optimism, solid earnings, and one well-timed court ruling.

Here’s everything you need to know:

• Alphabet’s stock jumped 3.8% Monday, hitting all-time highs for both Class A and C shares.

• It’s up 32% year-to-date, outpacing Apple, Microsoft, and Nvidia’s 12.5% climb.

• A recent antitrust ruling lets Alphabet keep control of Chrome and Android, easing investor concerns.

• Cloud revenue jumped 32% in Q2, thanks to in-house chip investments and Gemini AI gains.

• Analysts say Alphabet is proving it’s not just a search giant; YouTube, Waymo, and AI products are gaining traction.

• Alphabet now trades at 23x forward earnings cheaper than peers in the “Magnificent 7.”

• Communications services, Alphabet’s sector, is the S&P 500’s best performer this year.

Alphabet’s climb to $3T isn’t just about hype, it’s about fundamentals catching up with the AI story. If it can keep turning innovation into revenue across products, it might not just stay in the club, it could lead it.

AI assistants are starting to eat Google Search’s lunch

Google built its empire on search. But large language models like ChatGPT are quietly changing how and where people look for answers.

Here’s everything you need to know:

• Users like Anja-Sara Lahady now ask AI what to cook or wear, skipping search entirely.

• ChatGPT now has 800 million weekly users double what it had in February.

• In July, 6% of desktop searches went to LLMs more than double last year’s share.

• AI gives direct, human-like answers, reducing “cognitive load” vs. traditional search links.

• Google’s counter: AI Overviews and conversational tools like “AI Mode” inside search.

• Still, Safari searches on Apple devices declined for the first time in 20+ years.

• Marketers are adapting, optimizing for sources LLMs “trust,” like media outlets and brand sites.

• Referrals from LLMs may convert better: fewer steps, more intent.

Search isn’t dead but it’s fragmenting. LLMs won’t replace Google outright, but they’re forcing a rethink of what “search” even means. If Google can’t own the question and the answer, its grip on the internet weakens and that changes everything.

Thanks for reading…

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