Google and Grok are catching up to ChatGPT, says a16z’s latest AI report

Summary

ChatGPT rivals like Google’s Gemini, xAI’s Grok, and, to a lesser extent, Meta AI, are closing the gap to ChatGPT, OpenAI’s popular AI chatbot, according to a new report focused on the consumer AI landscape from venture firm Andreessen Horowitz. The report, in its fifth iteration, showcases two and a half years of data about consumers’ evolving use of AI products. And for the fifth time, 14 companies appeared on the list of top AI products: ChatGPT, Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face. Image Credits:a16z The companies represent a cross section of how consumers are using AI: for general assistance, companionship, image and video editing, voice generation, productivity, and model hosting. Five other companies appeared on all but the first report, the firm notes, including Claude, DeepAI, Janitor AI, Pixelcut, and Suno, representing general AI use, companionship, image editing, and music generation. Image Credits:a16z For the first time in the series of reports, Google gained four spots on the list of the top generative AI consumer web products with entries for Gemini, AI Studio, NotebookLM, and Google Labs. These products now have their own separate domains, allowing their growth to be tracked separately from one another. Andreessen Horowitz says its report relies on data from third-party market intelligence firms, including Similarweb, for web products and Sensor Tower for mobile app data. Image Credits:a16z Of note, No. 2 app Gemini is closing the gap to No. 1 app ChatGPT on mobile devices, but with almost half as many monthly active users. Not surprisingly, Gemini’s AI technology sees stronger adoption on Android, with nearly 90% of the monthly active user base. On the web, Gemini also came in second place behind ChatGPT, with approximately 12% of ChatGPT’s visits. Image Credits:a16z The company’s AI Studio, a developer-oriented sandbox for building with Gemini models, ...