The battle for market share among AI assistants is becoming increasingly intense. Google's Gemini, xAI's Grok, and Meta AI are significantly narrowing the gap with market leader ChatGPT, according to the latest report from investment firm Andreessen Horowitz.
Gemini climbs to second place on mobile devices
The a16z report, based on two and a half years of consumer data, reveals a shift in the AI landscape. Gemini has secured the second position on mobile platforms, although it still has about half the monthly active users of ChatGPT. Particularly on Android devices, Google's AI assistant performs strongly, with nearly 90% of its user base on this platform.
For the first time, Google appears with four different products at the top of AI web products. In addition to Gemini, AI Studio (10th place), NotebookLM (13th place), and Google Labs (39th place) also feature in the rankings. This development highlights Google's strategic focus on diversifying its AI portfolio.
Grok, the AI assistant from Elon Musk's xAI, shows impressive growth figures. The product climbed to fourth place on the web and gathered over 20 million monthly active users. Grok benefited from the launch of its standalone app, after previously being available only through the X platform.
Chinese players strengthen global AI competition
The report also highlights the growing influence of Chinese AI developers. DeepSeek, Doubao from ByteDance, and Kimi from Moonshot AI are among the top 20 web products. Of the 50 most popular mobile AI apps, 22 were developed in China, underscoring the global spread of AI technology.
Business implications and strategic considerations
These shifts have direct implications for companies considering AI tools. The increased competition leads to faster innovation, better functionalities, and often more favorable pricing models. Organizations can benefit from this diversity by testing various platforms and selecting the best solution for their specific needs.
The emergence of specialized AI tools for different applications - from productivity to creativity - provides companies with more opportunities to optimize their workflows.
Tech Crunch