Personally, I don't think that tracks. If you are measuring "share" as share of vibes or "AI adoption" sure, but having AI in a phone, TV, smart home, etc doesn't make anyone any significant money. Hyperscaling isn't happening because there is an insatiable demand for retail AI usage. People are subscription'd out. A significant portion of people don't want AI in a lot of these things, another portion don't think they need it, and the ones that are eager to adopt it can use AI to bootstrap AI tools they use through a token router. You will have some revenue from retail AI but that isn't surprising considering I quite often have to provide tech support to people to help them cancel their subscription to a calculator app they've been paying $20 a month for.
