83 Note: Data represents USA App Store & Google Play Store monthly active users. Data for ChatGPT standalone app only. ChatGPT app not available in China, Russia and select other countries as of 5/25. Source: Sensor Tower (5/25) …AI Engagement (ChatGPT App as Proxy) = +106% Growth in Sessions & +47% Growth in Duration Over Twenty-One Months Average Minutes / Session, USA (Blue Bars) 0 3 6 9 0 1 2 3 7/23 8/23 9/23 10/2311/2312/23 1/24 2/24 3/24 4/24 5/24 6/24 7/24 8/24 9/24 10/2411/2412/24 1/25 2/25 3/25 4/25 Average Daily Sessions / User, USA (Red Line) AI User + Usage + CapEx Growth = Unprecedented Average USA Session Duration (Minutes) & Daily Sessions per User for ChatGPT App – 7/23-4/25, per Sensor Tower