Report from Andreessen Horowitz Highlights Shift in Consumer AI Use

A new report from venture firm Andreessen Horowitz reveals that ChatGPT rivals are rapidly closing the gap to the popular AI chatbot. The fifth iteration of the report, which showcases two and a half years of data on consumers’ evolving use of AI products, names 14 companies as top AI products. These companies represent a cross-section of how consumers are using AI, including general assistance, companionship, image and video editing, voice generation, productivity, and model hosting.

Google’s Gemini, xAI’s Grok, and Meta AI are among the companies that are gaining ground on ChatGPT. Gemini, in particular, has seen strong adoption on Android, with nearly 90% of its monthly active user base. On the web, Gemini came in second place behind ChatGPT, with approximately 12% of ChatGPT’s visits. This is a significant gain for Google, which has been investing heavily in AI research and development.

The report highlights the growth of AI apps on mobile devices, with 22 of the 50 top apps developed in China. However, only three of these apps are primarily used in China. Top players in the Chinese market include Meitu, ByteDance, and Gauth. These companies have been successful in developing AI apps that cater to the specific needs of Chinese consumers, such as image and video editing, and voice generation.

The report also notes that the mobile list in this month’s report features more newcomers (14) than before, as both app stores have long since cracked down on ChatGPT copycats and clones. This has allowed for more original apps to find their footing. The report highlights the importance of innovation and differentiation in the AI market, where companies are constantly competing for consumer attention.

The report, which relies on data from third-party market intelligence firms, including Similarweb and Sensor Tower, provides a comprehensive look at the consumer AI landscape. It highlights the growing popularity of AI apps and the increasing competition in the market. The report notes that the top 14 AI products have seen significant growth in user engagement, with some companies experiencing growth rates of over 100%.

In related news, Google has launched several new AI products, including AI Studio, NotebookLM, and Google Labs. These products have their own separate domains, allowing their growth to be tracked separately from one another. AI Studio, in particular, has seen significant traction among developers, who are using the platform to build and deploy AI models.

The report also notes that some AI apps are experiencing growth flatten or decline, including DeepSeek and Claude. However, other companies, such as Perplexity and Claude, continue to grow. The report highlights the importance of continuous innovation and adaptation in the AI market, where companies must stay ahead of the curve to remain competitive.

Overall, the report highlights the rapidly evolving AI landscape and the increasing competition in the market. As AI technology continues to advance, it will be interesting to see how these companies continue to innovate and adapt to changing consumer needs.

Key Findings:

Google’s Gemini has seen strong adoption on Android, with nearly 90% of its monthly active user base.

Gemini came in second place behind ChatGPT on the web, with approximately 12% of ChatGPT’s visits.

The mobile list in this month’s report features more newcomers (14) than before, as both app stores have long since cracked down on ChatGPT copycats and clones.

The top 14 AI products have seen significant growth in user engagement, with some companies experiencing growth rates of over 100%.

Google has launched several new AI products, including AI Studio, NotebookLM, and Google Labs.

Some AI apps, including DeepSeek and Claude, are experiencing growth flatten or decline, while others, such as Perplexity and Claude, continue to grow.