It’s not hard to find fluctuating surveys, but it’s the wrong question to be asking.

The number of people using AI at work could fall to 5%, but if those 5% of people were keeping Claude busy all day and night the overall expenditure on AI could increase.

The growing AI revenues don’t require everyone at the office to be using it. If the software engineers are each spending $10K a month on tokens, it doesn’t matter at all if Bob from HR is doing $0.50 of Copilot queries every day.