Google and Grok are catching as much as ChatGPT, says a16z’s newest AI report | TechCrunch

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ChatGPT rivals like Google’s Gemini, xAI’s Grok, and, to a lesser extent, Meta AI, are closing the hole to ChatGPT, OpenAI’s widespread AI chatbot, in response to a brand new report targeted on the patron AI panorama from enterprise agency Andreessen Horowitz.

The report, in its fifth iteration, showcases two and a half years of information about shoppers’ evolving use of AI merchandise.

And for the fifth time, 14 corporations appeared on the listing of prime AI merchandise: ChatGPT, Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face.

Picture Credit:a16z

The businesses symbolize a cross part of how shoppers are utilizing AI: for basic help, companionship, picture and video modifying, voice technology, productiveness, and mannequin internet hosting.

5 different corporations appeared on all however the first report, the agency notes, together with Claude, DeepAI, Janitor AI, Pixelcut, and Suno, representing basic AI use, companionship, picture modifying, and music technology.

Top Gen AI Web Top 50 List
Picture Credit:a16z

For the primary time within the sequence of experiences, Google gained 4 spots on the listing of the highest generative AI shopper internet merchandise with entries for Gemini, AI Studio, NotebookLM, and Google Labs. These merchandise now have their very own separate domains, permitting their progress to be tracked individually from each other.

Andreessen Horowitz says its report depends on information from third-party market intelligence companies, together with Similarweb, for internet merchandise and Sensor Tower for cellular app information.

general LMM assistant monthly web visits, excluding gemini and chatgpt
Picture Credit:a16z

Of observe, No. 2 app Gemini is closing the hole to No. 1 app ChatGPT on cellular gadgets, however with nearly half as many month-to-month lively customers. Not surprisingly, Gemini’s AI know-how sees stronger adoption on Android, with practically 90% of the month-to-month lively person base. On the net, Gemini additionally got here in second place behind ChatGPT, with roughly 12% of ChatGPT’s visits.

Google AI properties traffic
Picture Credit:a16z

The corporate’s AI Studio, a developer-oriented sandbox for constructing with Gemini fashions, entered the highest 10 listing of AI internet merchandise, sitting within the tenth spot; NotebookLM was No. 13. Google Labs, a vacation spot for Google’s AI experiments (e.g., Move, Venture Mariner, and Doppl), ranked at No. 39.

NotebookLM visits over time
Picture Credit:a16z

The report signifies that Meta AI and Grok are additionally chasing the highest AI app, ChatGPT.

Grok ranked fourth on the internet and No. 23 on cellular. That is fast progress, on condition that Grok went from having no stand-alone app on the finish of 2024 (it was first launched on X) to now, with upward of 20 million month-to-month lively customers. In July 2025, Grok additionally climbed practically 40% when Grok 4 was launched.

Grok global DAUs, mobile app
Picture Credit:a16z

Meta’s basic assistant ranked No. 46 on the internet — the identical as in March — however it didn’t make the listing of prime cellular AI apps. Partly, it was hampered by the information that Meta AI was sharing some customers’ posts publicly on the internet with out their knowledgeable consent.

top 50 gen AI mobile apps by MAUs
Picture Credit:a16z

DeepSeek and Claude additionally noticed their progress flatten on cellular, with the previous falling off its peak by 22%. On the net, DeepSeek noticed a good sharper drop-off, down greater than 40% from its peak in February 2025. Perplexity and Claude, nevertheless, continued to develop.

Different Chinese language AI makers additionally made the highest 20 on the internet, together with No. 9 Quark, Alibaba’s AI assistant (No. 47 on the cellular listing); No. 12 Doubao, ByteDance’s basic LLM product (No. 4 on cellular); and No. 17 Kimi, a chatbot from Moonshot AI. Every of those has a Chinese language web site and sees 75% of its site visitors coming from China.

Seven further corporations on the internet listing had been developed in China however exported their AI tech globally: DeepSeek, Hailuo, Kling, SeaArt, Cutout Professional, Manus, and Monica.

On cellular, 22 of the 50 prime apps had been developed in China, however solely three had been primarily utilized in China. High gamers right here embody Meitu (Picture & Video Editor, BeautyPlus, BeautyCam, Wink, and Airbrush), ByteDance (Doubao and Cici), Gauth, and Hypic.

Vibe-coding startups Lovable and Replit each debuted on the primary listing this time, having not made the lower on a16z’s listing printed again in March of this yr. (Be aware that web sites constructed and printed through Replit and through Lovable with out customized domains seem below site visitors for replit.app and lovable.app, respectively, serving to them achieve traction.)

Top Gen AI Brink List
Picture Credit:a16z

Andreessen Horowitz additionally took time to name out AI apps that had been on the point of making the listing of prime AI apps, together with PixAI, Bolt, Blackbox AI, Clipchamp, and Getliner on the internet and Talkie, Seekee, Picture AI, AI Mirror, and Arvin on cellular.

The agency notes that the cellular listing on this month’s report already options extra newcomers (14) than earlier than, as each app shops have lengthy since cracked down on ChatGPT copycats and clones, permitting for extra unique apps to seek out their footing.

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