📝 TL;DR New data shows ChatGPT’s user growth is cooling off, even as it remains the largest AI assistant by far. At the same time, Google’s Gemini is growing much faster, signalling that the AI race is shifting from raw hype to serious competition. 🧠 Overview A fresh market report estimates that ChatGPT’s global monthly active users are up around 180% year over year, but only grew about 5 to 6% between August and November. In that same period, Gemini’s monthly users jumped roughly 30%, helped by new features and better integrations. The message is clear: ChatGPT is still huge, but the easy growth phase is over and the real battle is now about retention, features, and day to day usefulness. 📜 The Announcement The report focuses on usage data through November 2025. It estimates ChatGPT at roughly 810 million monthly active users, with growth beginning to plateau in key markets like the United States. Meanwhile, Gemini’s user base is smaller overall but accelerating faster, with year over year growth around 170% and a strong boost in the last quarter from a new image generation model and tighter product tie ins. Rather than a collapse, this is being framed as a sign that consumer AI chatbots are moving into a more mature, competitive phase. ⚙️ How It Works → Monthly active users are still rising, just more slowly - ChatGPT is adding users, but at a far slower pace than in 2023 and early 2024. That suggests many of the most curious early adopters are already onboard, and future growth will be harder won. → Short term growth favors feature velocity - Gemini’s faster growth is tied to new capabilities and integrations that give people reasons to try and keep using it. In a crowded market, each new feature spike can move users around. → Market saturation is appearing in key regions - In some markets, especially in North America, most people who are likely to try an AI chatbot already have. Growth now depends on deeper habits, business adoption, and new use cases rather than pure novelty.

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