Overview
- Over the past 12 months, Gemini’s share of generative‑AI web traffic rose from 5.4% to 18.2% as ChatGPT’s fell from 87.2% to 68%, according to Similarweb.
- Alphabet disclosed that the Gemini app reached 650 million monthly active users in Q3, up from 450 million in July.
- Analysts describe Gemini 3’s deployment into Google Search and other channels as one of Google’s fastest rollouts, helping drive adoption.
- Sam Altman issued a “Code Red” at OpenAI days after Gemini 3’s release, signaling an urgent internal response to Google’s momentum.
- Menlo Ventures estimates enterprise market shares at Anthropic 40%, OpenAI 27%, and Google 21%, a breakdown OpenAI disputes given Menlo’s investment in Anthropic.