Andreessen Horowitz’s latest AI report reveals that Google and xAI’s Grok are rapidly narrowing the gap with OpenAI’s ChatGPT in the consumer AI market. Over the past two and a half years, user engagement patterns and market share among leading AI platforms have shifted significantly. Google’s Gemini AI has emerged as the second most popular generative AI app on mobile, attracting nearly half as many monthly active users as ChatGPT. On the web, Gemini captures roughly 12% of ChatGPT’s traffic, while Google’s other AI offerings—AI Studio, NotebookLM, and Google Labs—have all entered the top 50 web-based AI products, demonstrating the company’s growing influence in the space.
xAI’s Grok has also seen rapid adoption, growing from a non-existent standalone app at the end of 2024 to more than 20 million monthly active users by mid-2025. Grok now ranks fourth on the web and 23rd on mobile in terms of usage, boosted by the launch of Grok 4 in July 2025, which introduced enhanced features and improved performance. Meanwhile, Meta’s general AI assistant continues to fall behind, ranking 46th on the web and missing the top 50 list on mobile, with slower adoption linked in part to controversies over user data handling.
The report highlights a dynamic and competitive generative AI market, showing that established players like Google and emerging ones like xAI are making significant strides to challenge ChatGPT’s dominance. These trends underline the increasing importance of innovation, user experience, and trust in driving adoption and engagement in AI platforms.
