Andreessen Horowitz says Google and xAI are closing in on OpenAI. In its fifth consumer AI report released in August 2025, the firm shows Gemini and Grok gaining fast across web and mobile. ChatGPT still leads, but the gap is smaller.
KEY POINTS:
- Gemini ranks second on web and mobile, with almost half of ChatGPT’s mobile users and a base that is nearly 90 percent on Android.
- Grok rose to fourth on the web and 23rd on mobile, passing 20 million monthly users after Grok 4 in July 2025.
- China’s makers crowd the charts as DeepSeek slips from its peak, while Perplexity and Claude grow.
Who is on top
ChatGPT remains the most used consumer AI product. The report tracks two and a half years of usage and again places ChatGPT at the front. The top cohort that appeared in all five editions includes Perplexity, Poe, Character AI, Midjourney, Leonardo, Veed, Cutout, ElevenLabs, Photoroom, Gamma, QuillBot, Civitai, and Hugging Face.
Five more products showed up in every report except the first. Claude, DeepAI, Janitor AI, Pixelcut, and Suno. The list reflects broad behavior. People use AI for help, for company, for images and video, for voice, for getting work done, and for hosting models.
Google’s steady climb
For the first time in this series, Google placed four entries among the top web products. Gemini, AI Studio, NotebookLM, and Google Labs now live on separate domains. That lets their growth be tracked on their own.
On mobile, Gemini is the No. 2 app behind ChatGPT, yet it has about half the monthly users. Its audience is skewed to Android, near 90 percent of its base. On the web, Gemini also sits in second place with about 12 percent of ChatGPT’s visits. AI Studio entered the web top ten at No. 10. NotebookLM landed at No. 13. Google Labs ranked No. 39.
Grok’s fast rise
Grok ranked fourth on the web and 23rd on mobile. It started life inside X and had no standalone app at the end of 2024. It now tops 20 million monthly users. In July 2025, Grok 4 pushed usage up by almost 40 percent. That is quick progress.
Meta’s slow patch
Meta AI held No. 46 on the web, the same as March. It did not place among top mobile apps. The product also faced scrutiny after some users found posts shared on the open web without clear consent. The real question is whether trust rebounds.
Winners, laggards, and a method note
DeepSeek and Claude saw mobile growth flatten. DeepSeek fell 22 percent from its peak on mobile. On the web, DeepSeek dropped more than 40 percent from a February 2025 high. Perplexity and Claude still grew overall. The rankings use Similarweb data for sites and Sensor Tower for apps.
China’s footprint expands
Three Chinese assistants made the web top twenty. Quark at No. 9, Doubao at No. 12, and Kimi at No. 17. Doubao is No. 4 on mobile. Each has a Chinese site. About three quarters of their traffic comes from China.
Seven more Chinese built products also made the web list and sell abroad. DeepSeek, Hailuo, Kling, SeaArt, Cutout Pro, Manus, and Monica. On mobile, 22 of the top 50 apps were built in China, but only three are mostly used there. Leaders include Meitu’s photo tools like BeautyPlus, BeautyCam, Wink, and Airbrush. ByteDance’s Doubao and Cici show up as well, along with Gauth and Hypic.
New faces and near misses
Lovable and Replit joined the main list for the first time. Sites built on these tools without custom domains add to replit.app and lovable.app traffic, which helps visibility. Close calls on the web side include PixAI, Bolt, Blackbox AI, Clipchamp, and Getliner. On mobile, Talkie, Seekee, Photo AI, AI Mirror, and Arvin were near the cut.
The mobile list this month has more fresh entries than before, fourteen in all. Both app stores have reduced copycat ChatGPT apps. That cleared room for new and more original ideas. Still, the field is crowded, and attention is fickle.
The Bottom Line
ChatGPT still leads, yet rivals are closer and moving faster. Google and xAI now sit within sight across both web and phones, while China’s makers keep expanding reach. For now, momentum favors those shipping clear products with their own homes on the web.