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AI Weekly's analysis
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- ChatGPT's market share fell to 46.4% as of May 2026, the first time it has dropped below 50%.
- Claude leads all AI platforms in subscription conversion with 13% of its 245 million users paying.
- AI assistant industry spending is projected at $4.2 billion in H1 2026, nearly double H1 2025's $1.83 billion.
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