Overview
- Similarweb estimates show December visits to Gemini rose 28.4% month over month as ChatGPT declined 5.6%, indicating momentum is tilting toward Google even as OpenAI remains larger.
- By absolute scale, ChatGPT drew about 5.5 billion visits in December versus roughly 1.7 billion for Gemini, with both up year over year but from very different bases.
- Analysts tie Gemini’s inflection to the November release of Gemini 3 and to Google’s ability to embed AI across Search, Gmail and Docs, shifting the contest toward distribution and workflow integration.
- OpenAI acknowledged a short "code red" period and said it is concentrating on fortifying ChatGPT’s product and retention following Gemini 3’s debut.
- Perception is being shaped by external signals, including Google AI chief Demis Hassabis resharing a heavy user’s claim that Gemini 3.0 Pro outperforms ChatGPT and Menlo Ventures’ disputed enterprise share estimates.