E99: The Secret Battle In AI: Programming Vs. Consumers Mortgage Tech Talks podcast

E99: The Secret Battle in AI: Programming vs. Consumers

2d ago 17:30

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In this episode, Tom Hall breaks down the hidden competition between major AI companies that most people don't see. Discover why programming has become the dominant use case for AI models—accounting for 50% of all API usage—and why Anthropic (Claude) is quietly dominating with 60% of this massive market.

📊 Key Insights:

Token usage has grown 14x in the past year
Programming went from 11% to 50% of all ChatGPT/Gemini usage in just 6 months
Anthropic controls 30% of the entire AI market through programming dominance
Google, OpenAI, and other competitors are playing catch-up

📌 Timestamps:

0:00 - Opening statement
0:28 - Introduction
1:38 - The problem: What's driving AI growth?
1:55 - How AI companies make money (subscriptions vs. API)
2:46 - Understanding tokens and APIs
4:19 - Shocking token usage data (500B → 7T)
5:29 - Analyzing prompt vs. completion growth
7:31 - Which use cases are driving growth?
8:32 - Programming reveals itself as the leader
11:38 - 50% of AI usage is programming
12:10 - Anthropic's surprising market dominance
13:35 - Market share breakdown
14:18 - The strategic choice for AI CEOs
15:00 - Implications for the next 2-3 years
16:11 - Bold predictions
17:30 - Closing