Big Technology • 8506 implied HN points • 03 Feb 26
- ChatGPT’s lead has shrunk — its mobile app share among daily U.S. users fell from 69.1% to 45.3% while Google’s Gemini rose from 14.7% to 25.1% and Grok climbed from 1.6% to 15.2%.
- The overall chatbot market exploded, growing about 152% year-over-year, with ChatGPT visits up 50% (3.8B to 5.7B) and Gemini jumping 647% (267.7M to 2B).
- Momentum has recently cooled: ChatGPT traffic dipped in November/December and has only partly recovered, while Gemini continues to post strong month-over-month gains.