Public interest growth in AI agents since 2022

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> exponential growth in public & academic interest in AI agents

> from Q4 '23 to Q4 '24: 17x inc in BigTech references to agentic AI

> deep research currently best OpenAI model at agentic tasks: scores 78% accuracy in benchmarks

> all chatbots showcase desktop-dominant usage patterns:

• ChatGPT, Gemini, and DeepSeek have strong mobile presence (~30%)

• Claude & Perplexity are overwhelmingly desktop-focused

> primary Claude usage also through API and by developers, supplementing desktop usage

> in the US, the market share of LLMs are: ChatGPT (59.7%), Gemini (13.5%), Perplexity (6.2%), Claude (3.2%), DeepSeek (0.7%)

> $1.2B investment in humanoids in 2024, majority ($675M) in Figure AI

> Figure recently dropped OpenAI partnership; building models internally

> Meta also reportedly in talks with Figure AI and Unitree Robotics