Gemini Captures 12% of ChatGPT’s Web Traffic, Ranks Second
Venture capital firm Andreessen Horowitz has released its fifth report analyzing the consumer artificial intelligence sector, highlighting shifts in the competitive landscape. The report examines data spanning two and a half years, focusing on the usage of various consumer AI products and the emergence of new players challenging established leaders.
The report identifies 14 companies consistently ranked among the top AI products across all five reports. These include ChatGPT, Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face. These companies represent diverse AI applications, including general assistance, companionship, image and video editing, voice generation, productivity enhancement, and model hosting services.
Additionally, five companies have appeared in all but the first report, indicating their sustained presence in the consumer AI market. This group includes Claude, DeepAI, Janitor AI, Pixelcut, and Suno, focusing on general AI applications, companionship features, image editing tools, and music generation capabilities.
Google has significantly expanded its presence in the generative AI consumer web product category. For the first time in Andreessen Horowitz’s report series, Google secured four positions with its products: Gemini, AI Studio, NotebookLM, and Google Labs. The establishment of separate domains for these products has enabled independent tracking of their growth and performance.
Gemini, Google’s AI assistant, is gaining ground on ChatGPT in the mobile app market. While Gemini is the second most popular AI app, it currently has approximately half the monthly active users of ChatGPT. The report indicates that Gemini’s AI technology experiences stronger adoption on Android devices, with nearly 90% of its monthly active user base utilizing the Android platform.
On the web, Gemini also holds the second position, following ChatGPT, capturing approximately 12% of ChatGPT’s website visits. This data points to a consistent trend of Gemini’s growing presence across both mobile and web platforms, challenging ChatGPT’s dominance in the consumer AI space.
The report suggests that Meta AI and Grok are also competing with ChatGPT for market share. Grok, developed by xAI, has demonstrated rapid growth, ranking fourth on the web and twenty-third on mobile. Grok’s monthly active user base has reached over 20 million, with a nearly 40% increase in usage following the release of Grok 4, highlighting its potential in the consumer AI market.