A recent survey by Andreessen Horowitz suggests the consumer AI app market is stabilizing after two years of rapid change. Fewer new entrants have emerged, although competition among top services, like ChatGPT and Google’s Gemini, remains fierce. Google now measures its AI services separately, showing substantial user growth across platforms, particularly with Gemini ranking second on mobile and web. Other notable players, like xAI’s Grok, have rapidly gained traction, reaching over twenty million monthly users. Chinese companies also make significant inroads, with several platforms, including ByteDance’s Doubao, ranking high globally. Moreover, the rise of “vibe coding” platforms like Lovable and Replit indicates a shift towards user-generated app development. Long-term leaders in the AI sector consistently maintain their presence, signaling maturity in the market. The landscape highlights a phase of consolidation, while innovation continues to thrive, particularly in emerging sectors and markets.
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