84 AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData Note: Retention Rate = Percentage of users from the immediately preceding week that were users again in the current week. Data measures several million global active desktop users’ clickstream data. Data consists of users’ web requests & is collected from web services / applications, such as VPNs and browser extensions. Users must have been part of the panel for 2 consecutive months to be included. Panel is globally-representative, though China data may be subject to informational limitations due to government restrictions. Excludes anomalies in w/c 12/24/23, 12/31/23, 12/22/24, 12/29/24, 1/5/25, potentially due to holiday breaks causing less enterprise usage. Source: YipitData (5/25) Weekly Retention, % Consumer ChatGPT & Google Search Global Desktop User Retention Rates (1/23-4/25), per YipitData 50% 75% 100% ChatGPT Retention Google Search Retention +2,259 bps AI User + Usage + CapEx Growth = Unprecedented