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OpenAI ChatGPT and Anthropic Claude chatbot usage studies may signal job losses ahead

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Hello and welcome to Eye on AI…In this edition: OpenAI and Anthropic detail chatbot usage trends…AI companies promise big investments in the U.K….and the FTC probes chatbots’ impact on kids.

Yesterday saw the release of dueling studies from OpenAI and Anthropic about the usage of their respective AI chatbots, ChatGPT and Claude. The studies provide a good snapshot of who is using AI chatbots and what they are using them for. But the two reports were also a study in contrasts, with OpenAI clearly emerging as primarily a consumer product, while Claude’s use cases were more professionally oriented.

The ChatGPT study confirmed the huge reach OpenAI has, with 700 million active weekly users, or almost 10% of the global population, exchanging some 18 billion messages with the chatbot every week. And the majority of those messages—70%—were classified by the study’s authors as “non-work” queries. Of these, about 80% of the messages fell into three big categories: practical guidance, writing help, and seeking information. Within practical guidance, teaching or tutoring queries accounted for more than a third of messages. How many of these were students using ChatGPT to “help” with homework or class assignments was unclear—but ChatGPT has a young user base, with nearly half of all messages coming from those under the age of 26.

Educated professionals more likely to be using ChatGPT for work

When ChatGPT was used for work, it was most likely to be used by highly educated users working in high-paid professions. While this is perhaps not surprising, it is a bit depressing.

There is a vision of our AI future, one which I outline in my book, Mastering AI, in which the technology becomes a leveling force. With the help of AI copilots and decision-support systems, people with fewer qualifications or experience could take on some of the work currently performed by more skilled and experienced professionals. They might not earn as much as those more qualified individuals, but they could still earn a good middle-class income. To some extent, this already happens in law, with paralegals, and in medicine, with nurse practitioners. But this model could be extended to other professions, for instance accounting and finance—democratizing access to professional advice and helping shore up the middle class.

There’s another vision of our AI future, however, where the technology only makes economic inequality worse, with the most educated and credentialed using AI to become even more productive, while everyone else falls farther behind. I fear that, as this ChatGPT data suggests, that’s the way things may be heading.

While there’s been a lot of discussion lately of the benefits and dangers of using chatbots for companionship, or even romance, OpenAI’s research showed messages classified as being about relationships constituted just 2.4% of messages, personal reflection 1.9%, and role-playing and games 0.4%.

Interestingly, given how fiercely all the leading AI companies—including OpenAI—compete with one another on coding benchmarks and tout the coding performance of their models, coding was a relatively small use case for ChatGPT, constituting just 4.2% of the messages the researchers analyzed. (One big caveat here is that the research only looked at the consumer versions of ChatGPT—its free, premium, and pro tiers—but not usage of the OpenAI API or enterprise ChatGPT subscriptions, which is how many business users may access ChatGPT for professional use cases.)

Meanwhile, coding constituted 39% of Claude.ai’s usage. Software development tasks also dominated the use of Anthropic’s API.

Automation rather than augmentation dominates work usage

Read together, both studies also hinted at an intriguing contrast in how people were using chatbots in work contexts, compared to more personal ones.

ChatGPT messages classified as non-work related were more about what the researchers called “asking”—which involved seeking information or advice—as opposed to “doing” prompts, where the chatbot was asked to complete a task for the user. But in work-related messages, “doing” prompts were more common, constituting 56% of message traffic.

For Anthropic, where work-related messages seemed more dominant to begin with, there was a clear trend for users to ask the chatbot to complete tasks for them, and in fact the majority of Anthropic’s API usage (some 77%) was classified as automation requests. Anthropic’s research also indicated that many of the tasks that were most popular with business users of Claude also were those that were most expensive to run, indicating that companies are probably finding—despite some other survey and anecdotal evidence to the contrary—that the value of automating tasks with AI is indeed worth the money.

The studies also indicate that in business contexts people increasingly want AI models to automate tasks for them, not necessarily offer decision support or expert advice. This could have significant implications for economies as a whole: If companies mostly use the technology to automate tasks, the negative effect of AI on jobs is likely to be far greater.

There were lots of other interesting tidbits in the two studies. For instance, whereas previous usage data had shown a significant gender gap, with men far more likely than women to be using ChatGPT, the new study shows that gap has now disappeared. Anthropic’s research shows interesting geographic divergence in Claude usage too—usage is concentrated on the coasts, which is to be expected, but there are also hotspots in Utah and Nevada.

With that, here’s more AI news.

Jeremy Kahn
jeremy.kahn@fortune.com
@jeremyakahn

FORTUNE ON AI

China says Nvidia violated antitrust laws as it ratchets up pressure ahead of U.S. trade talks—by Jeremy Kahn

AI chatbots are harming young people. Regulators are scrambling to keep up.—by Beatrice Nolan

OpenAI’s deal with Microsoft could pave the way for a potential IPO—by Beatrice Nolan

EYE ON AI NEWS

Alphabet announces $6.8 billion investment in U.K.-based AI initiatives, other tech companies also announce U.K. investments alongside Trump’s state visit. Google’s parent company announced a £5 billion ($6.8 billion) investment in the U.K. over the next two years, funding AI infrastructure, a new $1 billion AI data center that is set to open this week, and more funding for research at Google DeepMind, its advanced AI lab that continues to be headquartered in London. The BBC reports that the investments were unveiled ahead of President Trump’s state visit to Britain. Many other big U.S. tech companies are expected to make similar investments over the next few days. For instance, Nvidia, OpenAI and U.K. data center provider Nscale also announced a multi-billion-dollar data center project this week. More on that here from Bloomberg. Meanwhile, Salesforce said it was increasing a previously announced package of investments in the U.K., much of it around AI, from $4 billion to $6 billion.

FTC launches inquiry into AI chatbot effects on children amid safety concerns. The U.S. Federal Trade Commission has started an inquiry into how AI chatbots affect children, sending detailed questionnaires to six major companies including OpenAI, Alphabet, Meta, Snap, xAI, and Character.AI. Regulators are seeking information on issues such as sexually themed responses, safeguards for minors, monetization practices, and how companies disclose risks to parents. The move follows rising concerns over children’s exposure to inappropriate or harmful content from chatbots, lawsuits and congressional scrutiny, and comes as firms like OpenAI have pledged new parental controls. Read more here from the New York Times.

Salesforce backtracks, reinstates team that helped customers adopt AI agents. The team, called Well-Architected, had displeased Salesforce CEO Marc Benioff by suggesting to customers that deploying AI agents successfully would take extensive planning and significant work, a position that contradicted Benioff’s own pitch to customers that, with Salesforce, deploying AI agents was a cinch. Now, according to a story in The Information, the software company has had to reconstitute the team, which provided advisory and consulting help to companies implementing Agentforce. The company is finding Agentforce adoption is lagging its expectations—with fewer than 5% of its 150,000 clients currently paying for the AI agent product, the publication reported—amid complaints that the product is too expensive, too difficult to implement, and too prone to accuracy issues and errors. Having invested heavily in the pivot to Agentforce, Benioff is now under pressure from investors to deliver.

Humanoid robotics startup Figure AI valued at $39 billion in new funding deal. Figure AI, a startup developing humanoid robots, has raised over $1 billion in a new funding round that values the company at $39 billion, making it one of the world’s most valuable startups, Bloomberg reports. The round was led by Parkway Venture Capital with participation from major backers including Nvidia, Salesforce, Brookfield, Intel, and Qualcomm, alongside earlier supporters like Microsoft, OpenAI, and Jeff Bezos. Founded in 2022, Figure aims to build general-purpose humanoid robots, though Fortune’s Jason del Rey questioned whether the company was exaggerating the extent to which its robots were being deployed with BMW.

EYE ON AI RESEARCH

Can AI replace my job? Journalists are certainly worried about what AI is doing to the profession. Mostly, though, after some initial concerns that AI would directly replace journalists, the concern has largely shifted to fears that AI will further undermine the business models that fund good journalism (see Brain Food below). But recently a group of AI researchers in Japan and Taiwan created a benchmark called NEWSAGENT to see how well LLMs can do at actually taking source material and composing accurate news stories. It turned out that the models could, in many cases, do an ok job.

But the most interesting thing about the research is how the scientists, none of whom were journalists, characterized the results. They found that Alibaba’s open weight model, Qwen-3 32B, did best stylistically, but that GPT 4-o did better on metrics like objectivity and factual accuracy. And they write that human-written stories did not consistently outperform those drafted by the AI models in overall win rates, but that the human-written stories “emphasize factual accuracy.” The human-written stories were also often judged to be more objective than the AI-written ones.

The problem here is that in the real world, factual accuracy is the bedrock of journalism, and objectivity would be a close second. If the models fall down on accuracy, they should lose in every case to the human-written stories, even if evaluators preferred the AI-written ones stylistically.

This is why computer scientists should not be left to create benchmarks for real world professional tasks without deferring to expert advice from people working in those professions.  Otherwise you get distorted views of what AI models can and can’t do. You can read the NEWSAGENT research here on arxiv.org.

AI CALENDAR

Oct. 6-10: World AI Week, Amsterdam

Oct. 21-22: TedAI San Francisco.

Nov. 10-13: Web Summit, Lisbon. 

Nov. 26-27: World AI Congress, London.

Dec. 2-7: NeurIPS, San Diego

Dec. 8-9: Fortune Brainstorm AI San Francisco. Apply to attend here.

BRAIN FOOD

Is Google the most malevolent AI actor? A lot of publishing execs are starting to say so. At Fortune Brainstorm Tech in Deer Valley, Utah, last week, Neil Vogel, the CEO of magazine publisher People Inc. said that Google was “the worst” when it came to using publishers’ content without permission to train AI models. The problem, Vogel said, is that Google used the same web crawlers to index sites for Google Search as it did to scrape content to feed its Gemini AI models. While other AI vendors have increasingly been cutting multi-million dollar annual licensing deals to pay for publishers’ content, Google has refused to do so. And publishers’ can’t block Google’s bots without losing search traffic on which they currently depend for revenue.
You can read more on Vogel’s comments here



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Gen Z is drinking 20% less than Millennials. Productivity is rising. Coincidence? Not quite

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For all the noise surrounding alcohol today, one fact rarely enters the conversation: societies with moderate, responsible drinking habits consistently outperform economically. Across OECD economies, decades of analysis confirm this link, showing that responsible consumption supports higher productivity and more resilient growth.

This isn’t just a lifestyle trend — it’s a shift in the fundamentals of growth. Gen Z is drinking differently, Dry January participation continues to rise, and employers are increasingly focused on performance, wellbeing, and sustainable productivity. These cultural shifts map onto a deeper economic trend: moderation is no longer just a personal choice, it’s becoming a structural feature of modern business strategy.

At the same time, global conditions are changing. Demographic shifts, rising health awareness, and evolving consumer expectations are altering the way societies engage with alcohol. The question today is not only how much people drink, but how drinking patterns influence labor markets, healthcare budgets, consumer behavior, and business innovation. In short, moderation has become more than a public health issue — it’s now a lever for economic competitiveness.

Responsible Consumption as an Economic Lever

Globally, we’ve grown accustomed to the idea that the alcohol sector is propelled by volume. But volume-led growth no longer tells the full story. Industry analysis shows that even as volumes fall and more consumers moderate, global alcohol spending continues to rise. Emerging markets now contribute over 65 percent of leading brewers’ profits, and the no-alcohol category has become a market worth tens of billions of dollars, growing at double-digit rates. These dynamics illustrate a shift from volume to value: responsible consumption patterns are not reducing economic value; they’re redirecting it, toward premium formats, adjacent categories, and new job creation.

New reporting from IWSR shows that while sales volumes have softened in some markets, underlying consumer demand remains remarkably stable. In the United States, the average number of drinks per adult per week has hovered between 10 and 12 for decades and is only modestly below its 2021 peak. Rather than a collapse in consumption, the data suggests a shift toward lower-volume, higher-value formats, a move that benefits both public health and profit margins.

Behind this shift is a more intentional consumer. People increasingly ask not only what a product is, but how it aligns with their lifestyle, values, and expectations for transparency. These factors are shaping purchasing behavior, and forcing businesses to innovate in ways that reward responsibility over excess.

A Virtuous Cycle for Growth

While precise quantification is complex, evidence shows that countries with lower rates of harmful drinking experience lower healthcare burdens and fewer workdays lost to alcohol-related issues. These gains feed what economists call a virtuous cycle: healthier societies support stronger economies, and stronger economies enable healthier choices.

Some still see moderation as a threat to the alcohol industry. In reality, it’s a catalyst for smarter, more sustainable growth. Moderation and responsible consumption are part of a broader shift toward value creation that supports societal well-being, investor interest, and business continuity.

A More Inclusive Model of Economic Growth

A more inclusive growth model depends on balance, not the false binary of abstinence versus excess, but a middle ground where informed adults can enjoy products responsibly, underage drinking continues to decline, and companies innovate in ways that reflect both consumer values and public health priorities.

Governments play a key role through evidence-based regulation. Companies contribute by leading on responsible innovation. Consumers participate by making informed choices. Together, these forces are reshaping how economic value and public good coexist.

The Opportunity Ahead

We’re at an inflection point. The economics of alcohol are changing, and so is the definition of growth. As businesses and governments revisit what sustainable prosperity looks like in the decade ahead, moderation will be central to that conversation. It’s not a moral stance or a temporary trend — it’s a data-driven strategy for long-term resilience.

For executives, the message is clear: moderation isn’t a soft signal — it’s a sharp business edge. Those who embrace it early will lead.

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.



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Banking on carbon markets 2.0: why financial institutions should engage with carbon credits

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The global carbon market is at an inflection point as discussions during the recent COP meeting in Brazil demonstrated. 

After years of negotiations over carbon market rules under Article 6 of the Paris Agreement, countries are finally moving on to the implementation phase, with more than 30 countries already developing Article 6 strategies. At the same time, the voluntary market is evolving after a period of intense scrutiny over the quality and integrity of carbon credit projects.

The era of Carbon Markets 2.0 is characterised by high integrity standards and is increasingly recognised as critical to meeting the emission reduction goals of the Paris Agreement.

And this ongoing transition presents enormous opportunities for financial institutions to apply their expertise to professionalise the trade of carbon credits and restore confidence in the market. 

The engagement of banks, insurance companies, asset managers and others can ensure that carbon markets evolve with the same discipline, risk management, and transparency that define mature financial systems while benefitting from new business opportunities.

Carbon markets 2.0

Carbon markets are an untapped opportunity to deliver climate action at speed and scale. Based on solutions available now, they allow industries to take action on emissions for which there is currently no or limited solution, complementing their decarbonization programs and closing the gap between the net zero we need to achieve and the net zero that is possible now. They also generate debt-free climate finance for emerging and developing economies to support climate-positive growth – all of which is essential for the global transition to net zero.

Despite recent slowdowns in carbon markets, the volume of credit retirements, representing delivered, verifiable climate action, was higher in the first half of 2025 than in any prior first half-year on record. Corporate climate commitments are increasing, driving significant demand for carbon credits to help bridge the gap on the path to meeting net-zero goals.

According to recent market research from the Voluntary Carbon Markets Integrity initiative (VCMI), businesses are now looking for three core qualities in the market to further rebuild their trust: stability, consistency, and transparency – supported by robust infrastructure. These elements are vital to restoring investor confidence and enabling interoperability across markets.

MSCI estimates that the global carbon credit market could grow from $1.4 billion in 2024 to up to $35 billion by 2030 and between $40 billion and $250 billion by 2050. Achieving such growth will rely on institutions equipped with capital, analytical rigour, risk frameworks, and market infrastructure.

Carbon Markets 2.0 will both benefit from and rely on the participation of financial institutions. Now is the time for them to engage, support the growth and professionalism of this nascent market, and, in doing so, benefit from new business opportunities.

The opportunity

Institutional capital has a unique role to play in shaping the carbon market as it grows. Financial institutions can go beyond investing or lending to high-quality projects by helping build the infrastructure that will enable growth at scale. This includes insurance, aggregation platforms, verification services, market-making capacity, and long-term investment vehicles. 

By applying their expertise and understanding of the data and infrastructure required for a functioning, transparent market, financial institutions can help accelerate the integration of carbon credits into the global financial architecture. 

As global efforts to decarbonise intensify, high-integrity carbon markets offer financial institutions a pathway to deliver tangible climate impact, support broader social and nature-positive goals, and unlock new sources of revenue, such as:

  • Leveraging core competencies for market growth, including advisory, lending, project finance, asset management, trading, market access, and risk management solutions.
  • Unlocking new commercial pathways and portfolio diversification beyond existing business models, supporting long-term growth, and facilitating entry into emerging decarbonisation-driven markets.
  • Securing first-mover advantage, helping to shape norms, gain market share, and capture opportunities across advisory, structuring, and product innovation.
  • Deepening client engagement by helping clients navigate carbon markets to add strategic value and strengthen long-term relationships.

Harnessing the opportunity

To make the most of these opportunities, financial institutions should consider engagements in high-integrity carbon markets to signal confidence and foster market stability. Visible participation, such as integrating high-quality carbon credits into institutional climate strategies, can help normalise the voluntary use of carbon credits alongside decarbonisation efforts and demonstrate leadership in climate-aligned financial practices.

Financial institutions can also deliver solutions that reduce market risk and improve project bankability. For instance, de-risking mechanisms like carbon credit insurance can mitigate performance, political, and delivery risks, addressing one of the core challenges holding back investments in carbon projects. 

Additionally, diversified funding structures, including blended finance and concessional capital, can lower the cost of capital and de-risk early-stage startups. Fixed-price offtake agreements with investment-grade buyers and the use of project aggregation platforms can improve cash flow predictability and risk distribution, further enhancing bankability.

By structuring investments into carbon project developers, funds, or the broader market ecosystem, financial institutions can unlock much-needed finance and create an investable pathway for nature and carbon solutions.

For instance, earlier this year JPMorgan Chase struck a long-term offtake agreement for carbon credits tied to CO₂ capture, blending its roles as investor and market facilitator. Standard Chartered is also set to sell jurisdictional forest credits on behalf of the Brazilian state of Acre, while embedding transparency, local consultation, and benefit-sharing into the deal. These examples offer promising precedents in demonstrating that institutions can act not only as financiers but as integrators of high-integrity carbon markets.

The institutions that lead the growth of carbon markets will not only drive climate and nature outcomes but also unlock strategic commercial advantages in an emerging and rapidly evolving asset class.

However, the window to secure first-mover advantage is narrow: carbon markets are now shifting from speculation to implementation. Now is the moment for financial institutions to move from the sidelines and into leadership, helping shape the future of high-integrity carbon markets while capturing the opportunities they offer.

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.



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This CEO went back to college at 52, but says successful Gen Zers ‘forge their own path’

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Being a successful college dropout is worn like a badge of honor for many in the business world. After all, some of the wealthiest leaders—Mark Zuckerberg, Bill Gates, and Larry Ellison—never finished their degrees, and they’re proud of it.

Lauren Antonoff once wore that badge, too. After her apartment burned down as a student at University of California, Berkeley, and she missed finishing her diploma, she still managed to break into tech, spending nearly two decades at Microsoft and later serving as a senior executive at GoDaddy. After building a career without the credential she was supposed to have, Antonoff took pride in proving she didn’t need it.

But after 25 years in the industry, Antonoff became burdened by what she felt was “unfinished business.” So in 2022, during a rare career break, she was back in a UC Berkeley lecture hall—this time as a 52-year-old peer among classmates half her age. Antonoff’s schedule was filled with courses in rhetoric, political science, and even biotech.

Going back to school wasn’t ultimately revolutionary for her career, she admitted to Fortune, but it did sharpen her perspective on adaptivity and staying focused on long-term goals—even when life takes unexpected turns.

“There are probably some people who approach college from like, ‘I’m going to do the assignment and do what I’m told,’” she told Fortune. “But the students I think that really thrive are the ones who forge their own path.”

Now, as CEO of Life360—the family location app worth more than $5 billion—she sees clear parallels between navigating a classroom and navigating the C-suite.

“That’s a lot of what CEOs do is look at the range of possibilities, figure out what the options are, and pick a path,” she added. “And pick a path knowing that you can’t know the future, knowing that you don’t get to know if you’re right until after and being the ones to shoulder that responsibility.”

Forging your own path can sometimes be somewhat of a privilege and can take time, Antonoff admitted. But, she said, small steps can create momentum. 

“I’m a big believer in finding your way in the world,” Antonoff said. “That’s not just about getting a job; if you don’t have a job, start something. If you don’t have a job, go volunteer someplace. In my experience, being active and working on problems that you’re interested in—one thing leads to another.”

The secret to reach the ‘highest levels of success’

Growing up, Antonoff thought she knew exactly where her career was heading: civil rights law. At UC Berkeley, she planned to study rhetoric and political science and then make the jump to law school.

But after buying her first MacBook to write papers, she found an unexpected fascination in technology—and began asking questions. That curiosity led her to the Berkeley Mac User group, where she realized tech might be more than just a hobby.

Her advice for Gen Z echoes that early pivot.

“Do what you love,” she said. “I think it’s very hard to reach the highest levels of success if you don’t have the energy and the passion. I think when you are excited about something, it sort of fuels those creative juices and those insights that allow you to chart the future and bring people along with you.”

In December 2022, Antonoff finally walked across the stage and added one long-awaited line to her résumé: B.A., UC Berkeley. By the following May, she had been named COO of Life360—and within two years, CEO.



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