消费AI市场格局正在重塑，做AI产品、投资或战略决策的人需要看清这个趋势——三足鼎立意味着生态位机会，建议点开看具体数据和区域差异。
根据最新数据，消费AI市场格局正在从ChatGPT一家独大转向三强争霸。六个月前ChatGPT占据全球80%的AI用户，如今降至60%。同期，Gemini从ChatGPT用户量的20%增长到50%，Claude从3%跃升至20%，成为上季度增长最快的网站（+255%）。全球网站排名中，ChatGPT第5、Gemini第15、Claude第36。月活方面，ChatGPT约15亿、Gemini约9亿、Claude约2.5-3亿。Gemini在非英语国家增长显著，Claude在中国意外走红。市场正从“赢家通吃”转向类似云市场或无线通信市场的三足鼎立格局。
消费AI市场，正在从独角变成三足鼎立 源： https://t.co/KOWCVjwrJH
消费AI市场，正在从独角变成三足鼎立 源： x.com/deedydas/statu… Deedy @deedydas ChatGPT had 80% of global AI users six months ago. Today it’s 60%. Consumer AI is no longer a one-horse race. Here’s a break down. In that time, Gemini grew from ~20% to ~50% of ChatGPT's unique users. Claude grew from ~3% to ~20%. In fact, Claude is the fastest growing website in the top 100 last quarter, followed by DeepSeek ( #78 , 105%) and Cricbuzz ( #52 , +69%). Global website rankings: – ChatGPT #5 (+11%QoQ) – Gemini #15 (+27% QoQ) – Claude #36 (+255% QoQ) Active users: Gemini has publicly reported 900M monthly active users and ChatGPT as 900M weekly active users. This number counts native desktop and mobile, so I (naively) use a multiple to scale up web traffic from SimilarWeb. This implies: — ChatGPT: ~900M WAU, ~1.5B MAU — Gemini: ~500M WAU, 900M MAU — Claude: ~150-200M WAU, ~250-300M MAU Geographically, Gemini has significantly caught up in non-English speaking countries, with 65-70% of ChatGPT in India, Brazil, Japan, Indonesia, Korea and Vietnam while Claude in particular ironically shows remarkable growth in China (!). VCs often ask startups "What if Google decided to do this?" and usually it's the wrong question. But when Google does indeed decide to put the full force of a company behind something, they're formidable. This market is starting to look a lot less "winner takes all" and a lot more like cloud market (AWS/Azure/GCP) or wireless market (Verizon/AT&T/T-Mobile) with 3 dominant players: a triopoly. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 502 ⚡