December 12, 2025

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

Listen Later

17 minutes

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

...more

View all episodes

View all episodes

Download on the App Store

Download on the App Store

Get it on Google Play

Mortgage Tech Talks

By Tom Hall

December 12, 2025

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

Listen Later

17 minutes

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

...more

More shows like Mortgage Tech Talks

I Love Mortgage Brokering by I Love Mortgage Brokering

I Love Mortgage Brokering

14 Listeners

The Mortgage Game by Ryan Wiley

The Mortgage Game

4 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,188 Listeners

This Is Brokering by Dustan Woodhouse

This Is Brokering

2 Listeners

Be The Better Broker by Dustan Woodhouse

Be The Better Broker

4 Listeners

Angry Mortgage by Ron Butler

Angry Mortgage

8 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

14 Listeners

The Mortgage Broker Podcast by A Better Way Mortgage Group

The Mortgage Broker Podcast

0 Listeners