ChatGPT’s mobile app market share is being challenged by Google Gemini. Gemini has increased its share of DAUs for two consecutive months, even cutting short Grok’s growth from June to August.
Especially with its launch of internet browser, Atlas, ChatGPT is clearly trying to be the top consumer chat option for AI queries. We already know it has significantly more users than its competitors but its male/female split is also a sign it’s winning the war for consumers. Each app has more men than women using it:
- ChatGPT has 2.1% more men than women
- Perplexity has 95.1% more men than women
- Claude has 132.4% more men than women
- Grok has 337.4% more men than women
When looking at ChatGPT, women actually have averaged 8.4% more Average Sessions per DAU this calendar year. This is not the case with its competitors. Power Users are another way to look at which app could take off or is doing well. Apptopia defines Power Users as those who are in the top 10% of Time Spent for the app.
Power Users of ChatGPT are animals. They have very low churn rates and are using the crap out of the app. Grok’s Power Users have been growing Average Sessions/DAU this calendar year (52% from April to October) while Perplexity and Claude have been up and down each month, but relatively flat over the long term. Here’s a look at recent Churn rates for all users:
Claude and Perplexity’s ambitions to be major consumer products could be dead on arrival. Their churn is way too high for the number of downloads they’re bringing in compared to their competitors. As of now, even Grok, with its strong majority of male users, looks to have a better shot at consumer penetration. It’s possible Claude and Perplexity are used more widely for Enterprise and can generate lucrative company-wide licenses.
The market is still young but it feels like there could be a duopoly brewing between ChatGPT and Google Gemini.
