Overview

• ChatGPT processed over 365 billion searches annually by April 2025, outpacing Google’s first-decade performance and reaching 800 million weekly users.
• India leads global uptake with 13.5 percent of ChatGPT’s mobile app users, surpassing the US (8.9 percent) and Germany (3 percent).
• In Q2 2025 China released DeepSeek-R1, Alibaba’s Qwen-32B and Baidu’s Ernie 4.5, taking the lead in the open-source AI model race.
• Meeker highlights a philosophical divide between closed, enterprise-oriented models and open-source systems that offer greater transparency and customization.
• Inference costs have fallen by 99 percent over two years, yet training advanced AI models can exceed $1 billion while platforms earn a median $23 per user.