First drop for ChatGpt. Market share in the fastest-adopted generative AI product in the history of modern technology has fallen below 50%. From 65.3% in December 2024 to 46.4% today. OpenAI’s software has 1.1 billion monthly users. These are the data that emerge from the 2026 state of AI report from the analysis company Sensor Tower.
The interesting data in the report is the growth of competitors. Google’s Gemini doubled its users in just a few months from 326 to 662 million, thanks to the integration with Google products. Claude of Anthropic, a very topical company due to friction with the US government, went from 60 to 245 million users in five months, four times more. And it has the highest paid conversion rate in the industry: 13% of users pay.
«The interesting thing that emerges from the full report is that OpenAI’s agreement with the Pentagon in February caused a spike in uninstallations. This means that for generative AI users, trust in the brand and its ethical and geopolitical choices matter as much as the features. It is no longer just a race for features – explains Vincenzo Cosenza, innovation and artificial intelligence expert to Ansa -. If we want to hazard a prediction, it seems difficult for Anthropic to gain much share of the consumer market. It seems to me that there are only two players: OpenAi and Google.”