📈 Data to start your week

Ozempic, oil shocks and obedience

Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

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1. History’s biggest oil shock ↑ Closing the Strait of Hormuz knocked some 20 million barrels a day off global supply, about the same as the next five biggest oil shocks combined.

2. Claude’s takeover ↑ In Feb 2025, ChatGPT held 90% of US business AI subscriptions. A year later, Claude commands nearly 70%.

   

3. AI bug-hunting ↑ Anthropic’s Claude Opus 4.6 found 14 high-severity bugs in Firefox in two weeks in January, almost 20% of all high-severity bugs patched in Firefox in 2025.

4. AI hiring divide ↑ Companies that hired fewer AI specialists than is typical for their industry delivered, on average, 19% lower equity returns than their peers.