Sensor Tower estimates ChatGPT still leads with 1.1 billion monthly active users, but Gemini, Claude and other assistants have pushed its market share to 46.4%.
What happened
Sensor Tower estimates ChatGPT still leads with 1.1 billion monthly active users, but Gemini, Claude and other assistants have pushed its market share to 46.4%.
Why it matters
The important point is not the announcement alone, but the shift in incentives behind it. Money, compute, regulation and enterprise workflows are moving from experiments into operating infrastructure.
What to watch
The next test is whether the product, policy or funding move turns into durable adoption rather than a launch-week signal.
Sources: public company posts, official blogs, industry media reports, regulatory filings where applicable, CocoLoop; localized against the original Cocoloop Chinese article chatgpt-market-share-below-50.