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- 🎯 Trendline Charts #64
🎯 Trendline Charts #64
Thursday's Top 5 charts & Insights
Welcome back to Trendline where I share 5 top charts on investing & business trends. Let’s dive into today’s post.
1) US Consumer is strong: An important chart to keep in your head for the earning season. The US consumer is going strong!
2024 was a solid year for the US consumer - spending per household was up 2.2% year-over-year (YoY) in December, according to Bank of America aggregated credit and debit card data.
2) DeepSeek surpases Claude and Perplexity in website vists: China’s DeepSeek is all the rage in AI - website visits to DeepSeek has already surpassed Claude and Perplexity and catching up fast to Google’s Gemini, reaching 6M+ daily visits (only 32% from China). ChatGPT still has a big lead (over 20x larger).. but for how long?
3) Big Five games control high share of playtime: “The same five franchises on PC (which are 6–22 years old) have averaged 30% of playtime for 4 years straight. On console (7–31 years), the top five franchises are a a stunning 43%... for over four years”.
4) GenAI Consumer App revenue cross $1B in 2024: Mobile In-App revenue from consumer AI applications like AI Chatbot and AI Art generators climbed from $30 million in 2022 to $455 million in 2023 to nearly $1.3 billion in 2024 (186% growth YoY). Downloads saw a similar trajectory, approaching 1.5 billion in 2024!
The United States is the clear top market for Generative AI apps in 2024, accounting for 45% of global revenue. The United Kingdom is second, but with only 4% of global revenue.
Note that this revenue doesn’t include money spent by enterprises/businesses.
5) Tesla is slowing down: Tesla delivered 19k fewer vehicles in 2024 vs. 2023 (decline of 1%). Stock is still up post earnings calls though, as Tesla promised to launch its unsupervised full self-driving (FSD) and Robotaxi businesses later this year.
Which chart did you like the most today? |
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