ChatGPT surpasses Google in the AI race
Google's dominance in the AI race is being challenged by ChatGPT, a generative AI model that has been rapidly gaining momentum in the digital landscape.
When it comes to native app users, ChatGPT has surged ahead of Google Gemini, with approximately 160 million daily active users (DAUs) compared to Gemini's 35 million DAUs as of March.
Charting the Growth
Barclays research has shown that ChatGPT's user base is not only substantial but also expanding significantly, reaching 500 million weekly active users (WAUs) in April. This exponential growth underscores the platform's increasing popularity and relevance in the AI ecosystem.
On the other hand, Google's Gemini faced a slower start, launching globally on iOS much later than ChatGPT. Despite Gemini's recent growth spurt, fueled by pre-installation tactics on Android devices, its user numbers still fall short compared to ChatGPT.
The Google Ecosystem
Google, with its massive user base, still holds a significant advantage over ChatGPT. Google Search alone boasts over 2 billion monthly active users (MAUs) and approximately 1.5 billion DAUs, dwarfing ChatGPT's current user numbers.
By integrating Gemini directly into Google Search and pre-installing the AI model on various devices, Google has leveraged its distribution channels effectively, solidifying its position as a dominant force in the AI space.
The Distribution Dilemma
While ChatGPT excels in user engagement and technological advancements, Google's strategic distribution partnerships and product integrations give it a competitive edge in reaching a wider audience, especially across Android and Google Search platforms.
Despite facing antitrust scrutiny, Google's tight integration of services and products remains a formidable barrier for competitors like ChatGPT. However, as regulations evolve and OpenAI continues to expand ChatGPT's reach, the dynamics of the AI race may undergo significant changes.
OpenAI's focus on organic growth and innovation, coupled with Google's distribution prowess, sets the stage for a compelling battle between platform dominance and user engagement in the AI landscape.
As the industry evolves and regulatory pressures mount, the competition between these tech giants will continue to shape the future of AI technology and its integration into everyday platforms.
At present, the question of "who leads" in the AI race remains subjective, dependent on the perspective and metrics used to analyze the data.
Source: Link
