For the primary time, OpenAI’s ChatGPT has misplaced its dominant share of the substitute intelligence assistant market. In accordance with a Sensor Tower report, though ChatGPT stays the main AI assistant, it now holds a plurality moderately than a majority of customers.
At the start of the yr, ChatGPT had over 50% market share, however by late Could, it had dropped to a document low of 46.4%. This decline follows a tricky interval for OpenAI’s fame.
In March, the corporate signed a contract with the Pentagon, prompting backlash from some customers and sparking a grassroots boycott referred to as “QuitGPT,” which claims tens of millions of supporters.
On the identical time, OpenAI redirected its inside focus from consumer-oriented inventive tasks to enterprise and productiveness options, resulting in the discontinuation of its video-generation app, Sora.
The mixing of adverts into ChatGPT earlier this yr additionally affected person sentiment. In the meantime, rivals have taken benefit of those adjustments. Anthropic has positioned itself as a extra ethically pushed different, leading to a notable improve in its enterprise shopper base and income.
Whereas Anthropic’s Claude nonetheless holds a modest 10.3% market share, a Reuters evaluation of Sensor Tower information exhibits that its month-to-month lively person development surged 640% year-over-year, far outpacing ChatGPT’s 62% development price.
At present, the broader AI assistant market is extra divided. Google’s Gemini has confirmed its place as the first challenger to OpenAI, capturing 27.7% of the market.
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The remainder of the business is extremely fragmented, with smaller rivals and different platforms like xAI’s Grok, Perplexity, Meta AI, and DeepSeek grouped into an “different” class that accounts for about 5% of market share.
