ChatGPT Slips Below 50% Market Share for the First Time as Gemini and Claude Close In

For the first time since it kicked off the generative-AI boom, ChatGPT no longer commands a majority of the consumer AI market. New data from analytics firm Sensor Tower, reported on June 16, puts OpenAI's app at 46.4% of mobile AI-assistant market share by late May — below 50% for the first time — with Google's Gemini climbing to 27.7% and Anthropic's Claude reaching 10.3%. Two years ago, ChatGPT sat at roughly 81%.

The shift is one of share, not absolute decline: ChatGPT remains by far the most-used AI assistant on the planet, with more than 1.1 billion monthly users against Gemini's 662 million and Claude's 245 million. But its rivals are growing faster, and the gap is narrowing from both directions — Google leaning on Android's distribution and Anthropic winning over higher-value users.

That last point shows up starkly in the money. Sensor Tower found that Claude now earns more revenue per user than ChatGPT, with average US mobile revenue per user of about $2.76 in May — roughly 1.5 times ChatGPT's $1.74. It is a data point that reinforces a pattern BitsMinds has tracked elsewhere, as Anthropic recently overtook OpenAI in US business adoption: OpenAI owns reach, but Anthropic is monetizing intensity.

Sensor Tower also tied part of ChatGPT's slide to a specific event — OpenAI's defense deal earlier in the year, which it said triggered a measurable spike in app uninstalls. Combined with the steady rise of capable alternatives, including a wave of Chinese open-weight models eating into developer traffic, the result is a market that is finally pluralizing after years of one-app dominance.

None of this means ChatGPT is in trouble — a 46.4% share of a market this large is still a commanding lead. But the symbolism of falling below half matters, especially as OpenAI courts public investors. A market where no single assistant owns a majority is a more competitive, and more price-sensitive, one than the company enjoyed a year ago.