During November, in terms of monthly active users, Gemini grew 30% to reach 346 million, while ChatGPT increased 5% to 810 million, Seeking Alpha reported Tuesday (Dec. 9), citing a paywalled article by The Information.
ChatGPT also led in terms of the number of minutes per day users spend in the app, according to the report. ChatGPT users averaged 17 minutes per day, while Gemini users averaged 11 minutes per day.
The Information article cited data from Sensor Tower, according to the report.
Sensor Tower did not immediately reply to PYMNTS’ request for comment.
According to the Seeking Alpha report, ChatGPT’s slower growth compared to Gemini could be due to market saturation.
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It was reported Nov. 26 that OpenAI expects ChatGPT to have at least 220 million paid subscribers by 2030, up from 35 million today.
The artificial intelligence startup also projects that the percentage of weekly users of the AI assistant who become paid subscribers will grow to 8.5% by 2030, up from 5% currently.
On Nov. 5, OpenAI said that its number of business customers around the world had topped 1 million.
The company said that figure “includes all organizations that actively pay OpenAI for business use — either through ChatGPT for Work, or through direct consumption of our models through our developer platform.”
“Our enterprise momentum is fueled in part by consumer adoption,” OpenAI said in a blog post. “With more than 800 million weekly users already familiar with ChatGPT, adoption and ROI within businesses is realized more rapidly — pilots are shorter and rollouts face less friction.”
Meanwhile, Google has kept its Search business robust by embedding Gemini in the results page, improving ad performance via AI models and holding onto the commercial intent that chatbots still struggle to replicate, PYMNTS reported Nov. 24.
While the prevailing assumption in 2024 was that large language model-powered interfaces such as ChatGPT would pull queries away from Google, Google turned that possibility on its head by integrating Gemini directly into its familiar search environment.
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