ChatGPT remains the dominant consumer AI product globally, but competitors are gaining ground fast. Olivia Moore writes for Andreessen Horowitz that ChatGPT now reaches 900 million weekly active users, up by 500 million over the past year, meaning more than 10 percent of the global population uses the tool every week.
Despite that lead, Google’s Gemini and Anthropic’s Claude are growing rapidly. Gemini grew paid subscribers by 258 percent year over year, while Claude grew by over 200 percent. Around 20 percent of weekly ChatGPT users also use Gemini in any given week, suggesting consumers are not sticking to a single platform.
The report broadens its definition of AI products this edition. Tools like Canva, Notion, CapCut, and Grammarly now qualify because generative AI has become central to their core experience. Notion reports that its AI paid attach rate rose from 20 to over 50 percent in a single year, with AI features accounting for roughly half of its annual revenue.
The two leading platforms are pursuing different strategies. OpenAI is targeting mainstream consumers. It has launched an advertising model and plans a “Sign in with ChatGPT” identity layer to position the assistant as the default gateway to the internet. ChatGPT’s app directory includes more than 85 integrations in consumer categories such as travel, shopping, food, and health. Anthropic focuses on power users. Claude’s integrations skew toward professional tools including financial data terminals, developer infrastructure, and scientific databases.
Geographically, the AI market is splitting into three distinct blocs. Western tools share a similar user base across the United States, India, Brazil, the United Kingdom, and Indonesia. China and Russia remain largely cut off from those products due to policy restrictions. DeepSeek is the only product with significant traffic in both Western and non-Western markets. A per-capita adoption index places Singapore first, followed by the UAE, Hong Kong, and South Korea. The United States ranks 20th.
Creative tools are also shifting. Standalone image generators such as Midjourney have lost ground as ChatGPT and Gemini built strong image generation directly into their platforms. Video generation has grown, led largely by Chinese-developed models. Music and voice tools have proven more defensible because the major platforms have not yet replicated them as standard features.
The report identifies autonomous AI agents as the most significant emerging trend. OpenClaw, an open-source agent that connects to messaging apps and executes multi-step tasks, became the most-starred project on GitHub. OpenAI hired its developer in February 2026. Manus was acquired by Meta for an estimated two billion dollars. Genspark reported a revenue run rate of 100 million dollars.
The report notes that existing rankings increasingly undercount real AI usage. Developers spending hours in Claude Code or workers using AI-powered dictation tools barely appear in standard web traffic data, suggesting the true scale of AI adoption is larger than the numbers show.
