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Google's Gemini ranked number two on the Consumer AI web list, with approximately 10% of ChatGPT's web traffic.
On mobile, Google's Gemini has about half of ChatGPT's traffic, with a user base primarily composed of Android users.
Chinese AI products from Alibaba (Quark), ByteDance (Daobao), and Moonshot AI (Kimi) all ranked in the top 20 of the web list, with usage primarily concentrated within China.
Manus, a Chinese-developed AI product, has achieved a $90 million annualized run rate with a global user base led by Brazil, the US, and China.
Lovable, a "vibe coding" platform, recently announced it has reached $100 million in Annual Recurring Revenue (ARR).
Leading "vibe coding" platforms are demonstrating strong user value, achieving 100% or greater revenue retention in the first three months after signup.
Grok debuted at number four on the Consumer AI web list, with its growth likely driven by features for companions, image, and video.
The mobile version of the Consumer AI list is considered less stable than the web version due to frequent changes in app store policies regarding AI applications.
The latest A16Z Consumer AI web list featured 11 new companies, a decrease from 17 new companies six months prior, suggesting the ecosystem is stabilizing.
The AI companionship category continues to be a dominant force on the Consumer AI list, with new entrants Juicy Chat, Joy, and Our Dream joining incumbents like Character.ai, Janitor, and Spicy Chat.
Google's developer-facing sandbox, AI Studio, ranked in the top 10 of the Consumer AI web list.
Google's Notebook LM ranked number 13 on the Consumer AI web list and has maintained flat or increasing monthly traffic since its launch.