In raw numbers of humans... "the early majority" surely would be those that use ChatGPT or Gemini (aka Google) and pay between $0 and $20 a month?

I would be surprised if the specialist that knows that various Chinese models exist and/or that a user might choose a harness and model separately are a "majority" even of the early variety... in terms of revenue, humans, tokens, or any metric.

(Happy to be proven wrong)