{
  "schemaVersion": 1,
  "reviewed": "2026-10-14",
  "assumptions": {
    "wauMauRatio": 0.75
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  "sources": {
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      "name": "OpenAI",
      "date": "2026-03-31",
      "url": "https://openai.com/index/accelerating-the-next-phase-ai/",
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    },
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      "date": "2026-07-22",
      "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000066/googexhibit991q22026.htm",
      "type": "company-disclosure",
      "capturedAt": "2026-10-11"
    },
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      "name": "Microsoft · FY26 Q2",
      "date": "2026-01-28",
      "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2",
      "type": "company-disclosure",
      "capturedAt": "2026-10-11"
    },
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      "date": "2026-07-30",
      "url": "https://www.microsoft.com/en-us/copilot/blog/2026/07/30/the-next-measure-of-ai-momentum-is-work-transformed/",
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      "capturedAt": "2026-10-11"
    },
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      "date": "2026-04-06",
      "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute",
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      "capturedAt": "2026-10-11"
    },
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      "name": "Anthropic",
      "date": "2026-05-28",
      "url": "https://www.anthropic.com/news/series-h",
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    },
    "anthropicCustomers": {
      "name": "Anthropic",
      "date": "2025-10-23",
      "url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services",
      "type": "company-disclosure",
      "capturedAt": "2026-10-11"
    },
    "similarweb": {
      "name": "Similarweb",
      "date": "2026-09-24",
      "url": "https://www.similarweb.com/blog/investor/stock-market/anthropic-ipo/",
      "type": "external-estimate",
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    },
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      "name": "Google · Q3 2025",
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      "url": "https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q3-2025/",
      "type": "company-disclosure",
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    },
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      "name": "Google · Q4 2025",
      "date": "2026-02-04",
      "url": "https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/",
      "type": "company-disclosure",
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    },
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      "name": "Microsoft · FY26 Q3",
      "date": "2026-04-29",
      "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3",
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      "url": "https://www.anthropic.com/news/anthropic-raises-series-f-at-usd183b-post-money-valuation",
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    },
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      "name": "Anthropic · CEO statement",
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      "url": "https://www.anthropic.com/news/statement-dario-amodei-american-ai-leadership",
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      "capturedAt": "2026-10-11"
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      "name": "Anthropic · Series G",
      "date": "2026-02-12",
      "url": "https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation",
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      "url": "https://openai.com/index/expanding-access-to-ai-with-chatgpt-ads/",
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      "url": "https://openai.com/index/devday-2026-recap/",
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      "name": "Google · Gemini monthly users",
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      "url": "https://blog.google/innovation-and-ai/products/gemini-app/one-billion-monthly-users/",
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      "url": "https://openai.com/index/the-work-now-within-reach/",
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    {
      "id": "google-users-2025-10",
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        "region": "worldwide"
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        "region": "worldwide"
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        "scope": "Microsoft 365 Copilot",
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      "qualifier": "over"
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        "scope": "Microsoft 365 Copilot",
        "region": "worldwide"
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        "scope": "OpenAI products · businesses reached, not confirmed paid customers",
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        "scope": "ChatGPT",
        "region": "worldwide"
      },
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      "periodBasis": "disclosure-month",
      "raw": {
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        "period": "2026-03",
        "scope": "OpenAI full company",
        "region": "worldwide"
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      "source": "openai",
      "capturedAt": "2026-10-11"
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        "period": "2025-08",
        "scope": "major AI chatbot websites in Similarweb analysis",
        "region": "worldwide"
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      "id": "openai-usage-2026-08",
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        "region": "worldwide"
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        "scope": "ChatGPT",
        "region": "worldwide"
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      "capturedAt": "2026-10-11"
    }
  ]
}