ChatGPT was the 5th most visited site in April. So yeah, lots of adoption.
We are absolutely in a hype and market bubble around AI right now - and like the dot com bubble, the growth came not in 2000, but years later. It turns out it takes time for a new technology to percolate through society, and I use the “mom metric” as a bellwether - if your/my mother is using the tech, you’d better believe it has achieved market penetration.
Until 2011 my mum was absolutely not interested in the web. Now she does most of her shopping on it, and spends her days boomerposting.
She recently decided to start paying for ChatGPT.
Sure, it’s a fuzzy thing, but I think the adoption cycle this time around will be faster, as the access to the tech is already in peoples’ hands, and there are plenty of folks who are already finding useful applications for genai.
Robotaxis, whether they end up dominated by Tesla or waymo or someone else entirely, are inarguably here, and the adoption rates (the USA is not the only market in the world) are ramping significantly this year.
I’m not sure I get your point about smartphones? They’re in practically every pocket on the planet, now, they’re not some niche thing.