The generative AI consumer app ecosystem is beginning to stabilize after years of rapid change, according to new data from venture capital firm Andreessen Horowitz. The firm’s fifth edition of its Top 100 Gen AI Consumer Apps ranking shows only 11 new entries on the web list, down from 17 newcomers in March 2025.
Google emerged as a major player with four new products making the rankings for the first time. The tech giant’s AI assistant Gemini claimed second place behind ChatGPT on web traffic, though it captured only 12 percent of ChatGPT’s total visits. Google’s developer-focused AI Studio broke into the top 10, while NotebookLM ranked 13th and Google Labs placed 39th.
On mobile devices, Google performed even better. Gemini achieved nearly half the monthly active users of ChatGPT, with 90 percent of its user base on Android devices compared to 60 percent for ChatGPT.
The rankings reveal intensifying competition among AI assistants. xAI’s Grok assistant jumped from zero users at the end of 2024 to over 20 million monthly active users, ranking fourth on web and 23rd on mobile. The platform saw a 40 percent surge in July 2025 following the release of Grok 4 and AI companion avatars.
Meanwhile, other competitors faced setbacks. DeepSeek dropped more than 40 percent from its February 2025 peak on web traffic. Meta’s AI assistant ranked 46th on web and failed to make the mobile top 50 after a slow launch marred by privacy concerns when users discovered posts appearing on public feeds.
Chinese AI companies dominated significant portions of both lists. Three China-focused companies ranked in the web top 20, including Alibaba’s Quark assistant and ByteDance’s Doubao. An estimated 22 of the 50 mobile apps were developed in China, though only three primarily serve Chinese users.
A notable trend emerged in “vibe coding” platforms that generate apps through conversational interfaces. Lovable jumped to 22nd place while Replit also entered the rankings. Credit card data shows these platforms retain strong user engagement, with some cohorts increasing spending over time.
Fourteen companies have appeared in all five web rankings since the list began nearly two years ago. These “All Stars” span various AI applications from ChatGPT and Perplexity for general assistance to Midjourney for image generation and Character AI for companionship. Only five of these consistent performers have developed their own AI models, while seven use third-party models.
The data encompasses the top 50 AI-native web products by monthly visits and top 50 mobile apps by active users, excluding traditional companies that added AI features.