Google and Grok Closing the Gap with ChatGPT, According to a16z’s Latest AI Report

Google and Grok Closing the Gap with ChatGPT, According to a16z’s Latest AI Report Google and Grok Closing the Gap with ChatGPT, According to a16z’s Latest AI Report

Google’s Gemini, xAI’s Grok, and Meta AI are closing in on ChatGPT’s lead, according to a new consumer AI report from venture firm Andreessen Horowitz. The data tracks 2.5 years of changing AI user habits.

The report lists 14 AI heavy hitters recurring for the fifth time: ChatGPT, Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face.

These apps cover multiple uses: general AI help, companionship, image/video editing, voice synthesis, productivity, and model hosting.

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Five additional firms—Claude, DeepAI, JanitorAI, Pixelcut, and Suno—have appeared in every report except the very first. They focus on general AI, companionship, image editing, and music.

For the first time, Google grabbed four spots on the top consumer AI web products list with Gemini, AI Studio, NotebookLM, and Google Labs now tracked as separate domains.

Monthly active user data comes from Similarweb (web) and Sensor Tower (mobile). On mobile, Gemini sits at No. 2 behind ChatGPT, but with roughly half the MAUs. Nearly 90% of Gemini’s users are on Android. On the web, Gemini trails ChatGPT with about 12% of its visits.

general LMM assistant monthly web visits, excluding gemini and chatgpt

Google’s AI Studio ranked No. 10 among AI web products. NotebookLM hit No. 13. Google Labs ranked No. 39.

Google AI properties traffic

xAI’s Grok surged fast, going from no standalone app in late 2024 to over 20 million monthly active users. It ranks No. 4 on the web and No. 23 on mobile. July’s Grok 4 release drove nearly a 40% jump.

Grok global DAUs, mobile app

Meta AI’s general assistant held steady at No. 46 on web but missed the top mobile apps list. The brand took a hit after revelations Meta AI shared some users’ posts publicly without consent.

top 50 gen AI mobile apps by MAUs

Chinese AI apps appear heavily on the lists. On web: Alibaba’s Quark (No. 9), ByteDance’s Doubao (No. 12), and Moonshot AI’s Kimi (No. 17). Seven Chinese exporters made the web top 50. On mobile, 22 of 50 top apps are Chinese-made, but only three are primarily used in China.

Newcomers Lovable and Replit cracked the main list since March, boosted by sites built under their domains.

Top Gen AI Brink List

a16z flagged AI apps close to the top lists, including PixAI, bolt, Blackbox AI, Clipchamp, Getliner (web), and Talkie, Seekee, Photo AI, AI Mirror, Arvin (mobile).

The mobile list saw 14 new entrants, reflecting app stores cracking down on ChatGPT clones and boosting original apps.

Meta AI’s shared-posts controversy, Grok’s rapid rise, Google’s multi-product push, and China’s growing presence mark the latest consumer AI battleground. The chase for ChatGPT’s throne is on.

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