Venture capital firm Andreessen Horowitz recently published its fifth report analyzing the consumer artificial intelligence sector, revealing shifts in the competitive landscape. The report examines two and a half years’ worth of data, highlighting the usage of various consumer AI products and the emergence of new players challenging established leaders.
The report identifies 14 companies that have consistently ranked among the top AI products across all five reports. These include ChatGPT, Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face. These companies represent diverse applications of AI, spanning general assistance, companionship, image and video editing, voice generation, productivity enhancement, and model hosting services.
An additional five companies have appeared in all but the first report, indicating their sustained presence in the consumer AI market. This group comprises Claude, DeepAI, Janitor AI, Pixelcut, and Suno. These companies focus on areas such as general AI applications, companionship features, image editing tools, and music generation capabilities, respectively.
Notably, Google has significantly expanded its presence in the generative AI consumer web product category. For the first time in Andreessen Horowitz’s series of reports, Google secured four positions on the list with its products: Gemini, AI Studio, NotebookLM, and Google Labs. The establishment of separate domains for these products has enabled independent tracking of their growth and performance.
Andreessen Horowitz’s analysis relies on data obtained from third-party market intelligence firms. Web product data is sourced from Similarweb, while mobile app data is provided by Sensor Tower. These data sources allow for a comprehensive assessment of consumer engagement with various AI products across different platforms.
Gemini, Google’s AI assistant, is gaining ground on ChatGPT in the mobile app market. While Gemini is the second most popular AI app, it currently has approximately half the monthly active users of ChatGPT. The report indicates that Gemini’s AI technology experiences stronger adoption on Android devices, with nearly 90% of its monthly active user base utilizing the Android platform.
On the web, Gemini also holds the second position, following ChatGPT, capturing approximately 12% of ChatGPT’s website visits. This data points to a consistent trend of Gemini’s growing presence across both mobile and web platforms, challenging ChatGPT’s dominance in the consumer AI space.
Google’s AI Studio, a development environment for building applications with Gemini models, has entered the top 10 list of AI web products, securing the tenth position. NotebookLM, another Google product, ranks thirteenth on the list. Google Labs, a platform for showcasing Google’s AI experiments such as Flow, Project Mariner, and Doppl, holds the thirty-ninth position.
The report suggests that Meta AI and Grok are also competing with ChatGPT for market share. Grok, developed by xAI, has demonstrated rapid growth, ranking fourth on the web and twenty-third on mobile. This growth is particularly notable considering that Grok lacked a standalone app at the end of 2024, initially launching on the X platform.
Grok’s monthly active user base has reached over 20 million. The release of Grok 4 in July 2025 led to a nearly 40% increase in its usage, indicating a positive response to the updated model. This rapid expansion underscores Grok’s potential to become a significant player in the consumer AI market.
Meta AI, Meta’s general-purpose assistant, holds the forty-sixth position on the web, maintaining its ranking from March. However, it did not secure a place on the list of top mobile AI apps. The report suggests that Meta AI’s growth may have been affected by concerns regarding the public sharing of some users’ posts without their informed consent.
DeepSeek and Claude have experienced a flattening of growth on mobile. DeepSeek’s mobile usage has declined by 22% from its peak. On the web, DeepSeek’s decline is even more pronounced, falling more than 40% from its peak in February 2025. In contrast, Perplexity and Claude have continued to demonstrate growth.
Several Chinese AI developers have achieved notable positions in the top 20 on the web. These include Quark, Alibaba’s AI assistant, which ranks ninth (and forty-seventh on mobile); Doubao, ByteDance’s general LLM product, which ranks twelfth (and fourth on mobile); and Kimi, a chatbot from Moonshot AI, which ranks seventeenth. These platforms primarily cater to the Chinese market, with 75% of their traffic originating from China.
Seven additional companies featured on the web list were developed in China but have expanded their AI technologies globally. These companies include DeepSeek, Hailuo, Kling, SeaArt, Cutout Pro, Manus, and Monica, showcasing the increasing global reach of Chinese AI innovation.
On mobile, 22 of the top 50 apps were developed in China; however, only three are primarily used within China. Prominent players in this category include Meitu (Photo & Video Editor, BeautyPlus, BeautyCam, Wink, and Airbrush), ByteDance (Doubao and Cici), Gauth, and Hypic, which offer a range of photo and video editing and enhancement tools.
Vibe-coding startups Lovable and Replit have made their debut on the main list, having previously been excluded from Andreessen Horowitz’s report in March. Websites built and published through Replit and Lovable without custom domains contribute to the traffic observed for replit.app and lovable.app, respectively.
Andreessen Horowitz also identified AI applications that are nearing inclusion in the list of top AI apps. On the web, these include PixAI, Bolt, Blackbox AI, Clipchamp, and Getliner. On mobile, the list comprises Talkie, Seekee, Photo AI, AI Mirror, and Arvin.
The report concludes that the mobile list features more newcomers than previous reports. This shift is attributed to app stores’ stricter enforcement against ChatGPT clones and copycats, which has created opportunities for more original AI applications to gain traction and establish themselves in the market.
