2026-01-07 09:28:43

There has been a significant development in the AI circle over the past two months. According to SimilarWeb statistics, in the six weeks since the release of Gemini 3, ChatGPT traffic has dropped by 22%—visitors decreased from an average of 203 million per week to 158 million. It sounds quite intense.

However, industry insider Deedy offers a different perspective: the holiday effect might be a factor, but look at Gemini, which has been steady and even slightly increasing, currently accounting for only about 40% of ChatGPT's traffic, so there's still a gap.

UBS's analysis team has expressed the view that to truly reverse the narrative of "Google catching up," OpenAI needs to wait until Q1 2026 to launch a major iteration like GPT-6. At this stage, both still have their own advantages. How this competition will develop remains to be seen.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

14 Likes

Reward
14
4
Repost
Share

Comment

0/400

Rekt_Recovery

· 01-07 09:54

ngl the 22% drop sounds juicy until you realize gemini's still sitting at 40% of chatgpt's traffic lmao... been there, seen the liquidation candles, this aint even a real threat yet

Reply0

MetaverseMortgage

· 01-07 09:46

22% sounds impressive, but actually Gemini's scale still needs to wait a bit longer.

View OriginalReply0

ContractHunter

· 01-07 09:44

22% sounds impressive, but upon closer calculation, Gemini is still less than half of ChatGPT? This is the so-called "Google surpassing" — hilarious.

View OriginalReply0

NewPumpamentals

· 01-07 09:41

The so-called holiday effect is a bit of a joke. A 22% drop in ChatGPT is really intense, but Gemini only accounts for 40% of the traffic, so the gap is quite significant.

View OriginalReply0