a16z: ChatGPT vs Gemini, Consumer AI in 2025, Who is the Winner?

2026-01-07 03:22:09

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In 2025, the competition among consumer AI enters a heated stage. The latest a16z podcast points out: ChatGPT leads with 8–9 hundred million weekly active users, with extremely high user stickiness, and over 90% of users rarely switch to other models. However, competition is quietly brewing, with Gemini achieving 155% annual growth on desktop, and Perplexity, Claude, Grok, and others also vying for mind share in their respective vertical tracks. Anthropic is even “specializing vertically,” precisely targeting technical users.

The “winner-takes-all” game of AI assistants is far from over; who can truly dominate the C-end remains an unknown answer.

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