Overview
- Gemini’s share of generative‑AI web traffic rose to 18.2% over 12 months as ChatGPT’s share fell to 68%, according to Similarweb.
- Alphabet said the Gemini app reached about 650 million monthly active users by October, up from 450 million in July.
- OpenAI instituted an internal “code red” in early December and accelerated releases, including GPT‑5.2, to defend its core product.
- Google deployed Gemini 3 rapidly across its ecosystem, including into Search, a rollout described by analysts as unusually fast for the company.
- A Menlo Ventures report estimates enterprise shares at Anthropic 40%, OpenAI 27% and Gemini 21%, figures that OpenAI disputes due to Menlo’s investment ties.