tech
ChatGPT's market share slips below 50% for first time
The chatbot still remains the most popular AI assistant worldwide with over 1.1 billion monthly users, followed by Gemini with 662 million and Claude with 245 million.
TL;DR
- ChatGPT's market share has dropped below 50% for the first time since its release.
- Gemini and Claude are gaining popularity, with Gemini at 27.7% and Claude at 10.3% market share.
- Users are increasingly switching between AI assistants, influenced by factors beyond just features, such as brand trust.
- AI app downloads and spending are projected to reach 2.3 billion and over $4.2 billion respectively in H1 2026, indicating industry maturation.
- Asia leads in AI app downloads but trails North America and Europe in in-app spending.
- Claude leads in subscription conversion rates at 13%, a key metric for investors.
- Hours spent on AI apps are expected to double from 17.2 billion in H1 2025 to 36 billion in H1 2026.
- OpenAI is experimenting with ads in ChatGPT, with 17% of daily users seeing ads by May.
- Shopping integrations in ChatGPT are driving referral traffic to retailers, while Amazon has seen stagnant traffic due to blocking crawlers.