{"id":18906,"date":"2025-11-26T14:42:13","date_gmt":"2025-11-26T14:42:13","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/chatgpt-hits-a-soft-patch-using-mobile-data-to-identify-inflection-points-in-ai\/"},"modified":"2026-03-10T20:45:56","modified_gmt":"2026-03-10T20:45:56","slug":"chatgpt-hits-a-soft-patch-using-mobile-data-to-identify-inflection-points-in-ai","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/chatgpt-hits-a-soft-patch-using-mobile-data-to-identify-inflection-points-in-ai\/","title":{"rendered":"ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI"},"content":{"rendered":"\n

Apptopia provides best-in-class mobile consumer data to the investment community.\u00a0 For over a decade, our data has delivered positive ROI to more than 200 financial institutions.\u00a0 More recently, however, we have been using Apptopia\u2019s 15M+ user panel to deliver device-level insights that help quickly spot trends and arm analysts with deeper understanding. In this case, we employed our panel to understand an inflection point in ChatGPT\u2019s usage.<\/p>\n\n\n\n

When analyzing top-of-mind sectors like AI, Apptopia\u2019s data delivers insights beyond the hype.\u00a0 While the capex spending announced by AI companies captures headlines, the actual user behavior on ChatGPT, Copilot, Grok, and the like, will determine whether or not the AI buildout is meeting demand or in a bubble.\u00a0 After strong growth in its DAUs for two years, ChatGPT hit a plateau in early September 2025.\u00a0 Since September 10th, 2025, ChatGPT\u2019s worldwide DAUs are actually slightly lower:<\/p>\n\n\n\n

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<\/div>\n\n\n\n

Stalling user growth, in and of itself, is not necessarily a problem. After all, ChatGPT saw its DAU growth flatline from mid-December 2024 to mid-January 2025, but then return to growth thereafter.\u00a0 However, if these same users are also engaging with the app less, then there is more reason for concern.\u00a0 In the chart below, we show that users are both spending less time on the app per day (left axis), and opening it less often each day (right axis):\u00a0<\/p>\n\n\n\n

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Using our panel data, we can continue to drill down into where exactly the problem lies for ChatGPT.\u00a0 Users aged 17-25 were the demographic that spent the most time per day on the app in July, but as of October, this age group spent the least time in the app.\u00a0 It appears that ChatGPT has lost the attention of Gen Z.<\/p>\n\n\n\n

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The final question we always pose to the device data is \u201cwhere are these users going?\u201d\u00a0 While there are many ways to answer this question, just simply seeing which apps ChatGPT users are spending more and more time on can be revealing.\u00a0 Indeed, the percentage of ChatGPT users who are also using Perplexity has doubled since July.\u00a0 While it is still a small percentage, it is a competing app and hence vital to track as this trend develops.<\/p>\n\n\n\n

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Apptopia\u2019s data enables investors to track trends as they develop in real-time.\u00a0 By also using insights from our user panel, analysts are now armed with the tools needed to get to the bottom of why those trends are occurring.<\/p>\n\n\n\n

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Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n
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Data request<\/a><\/div>\n<\/div>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Apptopia provides best-in-class mobile consumer data to the investment community.\u00a0 For over a decade, our data has delivered positive ROI to more than 200 financial institutions.\u00a0 More recently, however, we have been using Apptopia\u2019s 15M+ user panel to deliver device-level insights that help quickly spot trends and arm analysts with deeper understanding. In this case, […]<\/p>\n","protected":false},"author":21,"featured_media":16194,"comment_status":"closed","ping_status":"open","template":"","insight_category":[241],"insight_tag":[253],"class_list":["post-18906","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-gen-ai-chatbot","insight_tag-openai"],"yoast_head":"\nChatGPT hits a soft patch: Using mobile data to identify inflection points in AI - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/chatgpt-hits-a-soft-patch-using-mobile-data-to-identify-inflection-points-in-ai\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI - Apptopia\" \/>\n<meta property=\"og:description\" content=\"Apptopia provides best-in-class mobile consumer data to the investment community.\u00a0 For over a decade, our data has delivered positive ROI to more than 200 financial institutions.\u00a0 More recently, however, we have been using Apptopia\u2019s 15M+ user panel to deliver device-level insights that help quickly spot trends and arm analysts with deeper understanding. 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