Andreessen Horowitz just released their 5th consumer AI report and the data shows rivals closing in.
👉 Google’s Gemini has surged to #2 on both web and mobile
👉 Already at 50% of ChatGPT’s mobile users
👉 Taken 12% of its web traffic
👉 Nearly 90% of Gemini’s users are on Android
👉 xAI’s Grok is rising fast
👉 Ranked #4 on the web, #23 on mobile
👉 Passed 20M monthly users
👉 Grew 40% after Grok 4 launched in July
And Google isn’t stopping there:
– AI Studio (top 10)
– NotebookLM (#13)
– Google Labs (#39)
The challengers are here and they’re scaling fast.
Of course, OpenAI still has the strongest brand and lead in usage.
But the story of consumer AI is shifting from dominance… to competition.
The real question:
Will ChatGPT stay on to
