Sherwood News

Traffic to claude.ai has risen sharply

But ChatGPT remains the industry leader

9/6/24 9:15AM

Open Rivalry

Since its launch in November 2022, ChatGPT has become synonymous with AI chatbots, inspiring a swathe of competitors. One of those, Claude, is gaining serious traction with users.

From a company called Anthropic — a startup founded by former OpenAI employees (see here for how lucrative being an ex-OpenAI employee can be) — Claude has seen a surge in popularity since the release of Claude 3 in March. And yesterday, the Amazon-backed company announced its latest product, Claude Enterprise.

By entering the enterprise market, Anthropic is now competing for OpenAI’s 1 million corporate users. Like OpenAI, Anthropic’s offering boasts a promise that interactions with Claude won’t be used to train the model itself — a feature designed to appeal to the ongoing concerns around data privacy.

Last month, claude.ai received over 15 million visits across web and mobile platforms in the US, according to data from Similarweb. While those numbers are impressive, they still pale in comparison to ChatGPT’s 337 million visits in the same month — a gap that’s also reflected in the relative valuations, with Anthropic’s ~$18 billion valuation significantly overshadowed by OpenAI’s $100+ billion price tag.

With over 90% of Fortune 500 companies reportedly using some iteration of its products, OpenAI has a serious head start. But history shows that being first doesn’t guarantee long-term success. After all, Amazon wasn’t the first online marketplace, and Google wasn’t the first search engine. The chatbot wars are just getting started.

Claire Yubin Oh40m

TikTok closes deal to operate in the US

TikTok has finally sealed its deal to establish a majority American-owned joint venture to manage its US operations.

On Friday, the social media company announced that its US arm will now be led by three “managing investors” — Silver Lake, Oracle, and MGX, each with a 15% holding — whilst ByteDance retains 19.9% of the business, and a swath of other investors, including Michael Dell’s family office, round out the cap table.

The joint venture will be operated by a seven person majority-American board of directors which includes TikTok CEO Shou Chew, with Adam Presser, previously TikTok’s head of operations, trust, and safety, as its CEO.

Though the valuation of the new venture has not been shared, Vice President JD Vance has previously cited the market value of TikTok’s US operations at about $14 billion, just topping Snap and lower than Pinterest.

The deal closes the platform’s battle, which kicked off in earnest in August 2020 when President Donald Trump first tried to ban TikTok over national security concerns. The announcement notes that the new TikTok USDS Joint Venture LLC will “secure U.S. user data, apps and the algorithm.” Trump celebrated the deal, which has been signed off by both the US and Chinese governments per Reuters, in a Truth Social post, saying TikTok "will now be owned by a group of Great American Patriots and Investors, the Biggest in the World.”

Rani Molla18h

Elon Musk says Tesla Robotaxis are operating without drivers, sending stock higher

Tesla CEO Elon Musk said that Tesla’s Robotaxis are now operating in Austin without a safety monitor. Tesla has been testing driverless cars in the area for about a month, and Musk had previously said the company would remove safety drivers by the end of 2025.

It’s unclear how many exactly of the roughly 50 Robotaxis the company operates in the area don’t have drivers. Tesla is “starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time,” Ashok Elluswamy, Tesla’s head of AI, posted shortly after Musk. Ethan McKenna, the person behind Robotaxi Tracker, estimates it’s two or three vehicles.

What is clear is that the move is good for Tesla’s stock, which is currently up 3.5%, extending its gains after Musk’s tweet. Morgan Stanley said yesterday that it considers the removal of safety drivers a “precursor to personal unsupervised FSD rollout.” Unsupervised Full Self-Driving is widely considered to be integral to the would-be autonomous company’s value proposition.

At the World Economic Forum earlier on Thursday, Musk said, “Self-driving cars is essentially a solved problem at this point.”

Just started Tesla Robotaxi drives in Austin with no safety monitor in the car.

Congrats to the @Tesla_AI team!

If you’re interested in solving real-world AI, which is likely to lead to AGI imo, join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars. https://t.co/OnP8gredWD
— Elon Musk (@elonmusk) January 22, 2026

Jon Keegan20h

Survey: CEOs and workers have wildly different thoughts on AI productivity gains

One of the main reasons companies are rushing to adopt AI is to give their workers the miraculous productivity boost that AI companies have been promising — and believe will quickly earn back their investment.

But now that companies have been using AI for a while, a growing perception gap is emerging between the C-suite and their employees.

The Wall Street Journal reported on new findings by research firm Section, which surveyed 5,000 white-collar workers from companies with more than 1,000 employees.

More than 70% of the corporate executives in the survey said they were “excited” by AI, and 19% of them said the tools have saved them more than 12 hours of work per week.

But nonmanagement workers had a very different take on AI. Almost 70% of this group said AI made them feel “anxious or overwhelmed,” and 40% said the tools saved them no time at all.

CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story.

The Wall Street Journal reported on new findings by research firm Section, which surveyed 5,000 white-collar workers from companies with more than 1,000 employees.

More than 70% of the corporate executives in the survey said they were “excited” by AI, and 19% of them said the tools have saved them more than 12 hours of work per week.

But nonmanagement workers had a very different take on AI. Almost 70% of this group said AI made them feel “anxious or overwhelmed,” and 40% said the tools saved them no time at all.

Rani Molla20h

Tesla jumps as Musk says he expects Optimus sales next year, European and Chinese FSD approval next month

Tesla CEO Elon Musk now says he thinks the company’s Optimus robots will be for sale to the public “by the end of next year.”

According to Musk, “That’s when we are confident that there is very high reliability, very high safety, and the range of functionality is also very high.”

Like many of Musk’s other timelines, that’s later than he previously predicted. In 2024, for example, Musk said the AI robots would be for sale in 2025.

Speaking with BlackRock CEO Larry Fink on a panel today at the World Economic Forum, Musk said the robots are currently doing “simple tasks” in Tesla factories, but believes “they’ll be doing more complex tasks and be deployed in an industrial environment” by the end of this year, before going on sale to the public in 2027.

Musk forecasts a future with “billions” of AI robots that “saturate all human needs.”

On a separate topic, Musk was bullish on regulatory approval for what Tesla calls Full Self-Driving technology in markets outside the US. “We hope to get supervised Full Self-Driving approval in Europe, hopefully next month, and then maybe a similar timing for China,” he said. Musk has said in the past that the pending regulatory approval for FSD in Europe is a key reason why Tesla’s sales in the region have been tanking.

Rani Molla22h

Waymo is now offering autonomous rides in Miami

Google subsidiary Waymo announced Thursday that it’s officially open for autonomous ride-hailing in Miami, expanding the company’s coverage area to six US cities. The company will be “inviting new riders on a rolling basis” to take rides across its 60-square-mile service area, which includes the Design District, Wynwood, Brickell, and Coral Gables. Waymo said it plans to expand to Miami International Airport “soon.”

Competitor Tesla currently operates a ride-hailing service with a safety monitor in the vehicle in Austin and the Bay Area.