The latest report on artificial intelligence (AI) for consumers released by Andreessen Horowitz Investment Fund (a16z) shows that the gap between OpenAI's ChatGPT and rivals such as Google Gemini, Grok of xAI and Meta AI is narrowing.
In its fifth edition, a16z analyzed AI-powered data for 2 and a half years, based on Similarweb and Sensor Tower statistics. ChatGPT still holds the No. 1 position, but Gemini has risen to 2nd place both on the web and mobile. The app currently has nearly half of its monthly active users compared to ChatGPT, with 90% coming from the Android ecosystem.
On the web, Gemini accounts for about 12% of access traffic compared to ChatGPT. Other Google products such as AI Studio, NotebookLM and Google Labs are also on the list for the first time.
Grok - the chatbot developed by Elon Musk on the X platform has achieved rapid growth, currently ranked fourth on the web and attracts more than 20 million monthly active users. Meanwhile, Meta AI has not made a clear impression, only ranked 46th on the web and is not in the top mobile apps.
In addition, many Chinese AI companies are rising strongly. ByteDance's Doubao ranked 4th on mobile, Alibaba's Quark in the top 10, and Moonshot AI's Kimi in 17th. Some other Chinese platforms such as DeepSeek, Hailuo, Kling or Sea Art are also in the top 20 online AI products.
The report recorded a slowdown in DeepSeek and Claude as growth slowed or decreased compared to the peak period, while Perplexity continued to accelerate. a16z also predicts that many potential applications such as PixAI, Blackbox AI, Talkie or AI Mirror can soon join the leading group.
According to a16z, the global consumer AI market is diversifying, with increasingly fierce competition between technology giants.
