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A16z Report: Gemini and Grok Gain as ChatGPT Keeps the Lead

Google’s multi‑product push plus app‑store cleanup highlight a maturing consumer AI market.

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"Ani", the chatbot from XAI's Grok app.
Gemini gains on ChatGPT says Andreessen Horowitz report
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Overview

  • Google’s Gemini ranks second, with roughly half of ChatGPT’s mobile MAUs, about 12% of its web visits, and a user base concentrated on Android near 90%.
  • xAI’s Grok tops 20 million MAUs after a July surge of nearly 40% following Grok 4, placing fourth on the web and 23rd on mobile.
  • Google now has four distinct web properties—Gemini, AI Studio, NotebookLM, and Google Labs—tracked independently after moving to separate domains.
  • App‑store enforcement against ChatGPT clones has opened discovery paths for original mobile AI apps, resulting in more newcomers on the latest list.
  • The report spotlights 14 recurring “All‑Star” platforms and notes shifting fortunes—DeepSeek down from early‑2025 peaks as Perplexity and Claude grow—alongside rising developer “vibe‑coding” tools like Lovable and Replit.