Via The AI Report
“Gemini, Grok catching ChatGPT?
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 Our Report
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| VC firm, a16z (founded by Marc Andreessen and Ben Horowitz), published the 5th edition of its AI report—The Top 100 AI Consumer Apps—which showcases 2.5 years of data about how consumers are using AI products, from general assistance and companionship to image and video editing. Interestingly, it looks like Google’s Gemini and Elon Musk’s Grok are closing the gap on OpenAI’s ChatGPT. |
 Key Points
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- Google moved up four places to secure a spot on the “top AI consumer web products” list, and while ChatGPT remains the #1 app on mobile, Gemini is now #2—but with nearly half the amount of active monthly users.
- Grok ranked 4th on the web and placed 23rd on mobile, but it went from having no app (it launched on X) and zero users in 2024, to having 20M in July 2025, with the release of Grok 4 bringing a 40% increase in users.
- Chinese outlier, DeepSeek (makers of R1), saw its growth flatten on mobile and drop more than 40% on the web (from its peak in Feb 2025), and Anthropic’s Claude also saw mobile use flatten, but web use has grown.
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 Relevance
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| While the report highlighted who the “big dogs” are in the AI space, it also featured 14 newcomers in the mobile category and outlined some of the AI apps that were close to making it to the top AI apps list. Those included PixAI, Bolt, and Blackbox AI on the web, and Talkie, Seekee, and Photo AI on mobile. This, and the growth of Gemini and Grok, shows that there’s been a big shift in consumer dynamics—people appear to be open to adopting a wide variety of AI products, not just ChatGPT, for different purposes. |
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