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Google’s Gemini and xAI’s Grok are narrowing ChatGPT’s lead, with Gemini No. 2 across platforms and Grok jumping ~40% MAUs in July to exceed 20 million

August 29, 2025 //  by Finnovate

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.  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. 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. For the first time, 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. 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. The company’s AI Studio, a developer-oriented sandbox for building with Gemini models, entered the top 10 list of AI web products, sitting in the 10th spot; NotebookLM was No. 13. Google Labs, a destination for Google’s AI experiments (e.g., Flow, Project Mariner, and Doppl), ranked at No. 39. Grok ranked fourth on the web and No. 23 on mobile. This is quick growth, given that Grok went from having no stand-alone app at the end of 2024 (it was first launched on X) to now, with upward of 20 million monthly active users. In July 2025, Grok also climbed nearly 40% when Grok 4 was released. Meta’s general assistant ranked No. 46 on the web — the same as in March — but it didn’t make the list of top mobile AI apps. DeepSeek and Claude also saw their growth flatten on mobile, with the former falling off its peak by 22%. On the web, DeepSeek saw an even sharper drop-off, down more than 40% from its peak in February 2025. Perplexity and Claude, however, continued to grow. Vibe-coding startups Lovable and Replit both debuted on the main list this time, having not made the cut on a16z’s list published back in March of this year. 

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Category: AI & Machine Economy, Innovation Topics

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