For the first time, OpenAI’s ChatGPT has lost its majority hold on the artificial intelligence assistant market. According to a Sensor Tower report, while ChatGPT remains the top-ranked AI assistant product, it now holds a plurality rather than a majority of the user base.
At the beginning of the year, ChatGPT controlled over 50% of the market share, but that figure dropped to an all-time low of 46.4% as of late May.
Drivers of the Market Shift
This decline follows a challenging period for OpenAI’s brand image. In March, the company secured a contract with the Pentagon, sparking a backlash from some users and giving rise to a grassroots boycott movement called “QuitGPT,” which claims millions of participants.
Concurrently, OpenAI shifted its internal strategy away from consumer-focused creative projects toward enterprise and productivity tools, which included the discontinuation of its video-generation application, Sora. The introduction of advertisements within ChatGPT earlier this year further impacted user sentiment.
In contrast, competitors have capitalized on these shifts. Anthropic positioned itself as a more ethically minded alternative, triggering a significant rise in its revenue-generating enterprise clients.
While Anthropic’s Claude still holds a modest 10.3% market share, a Reuters analysis of the Sensor Tower data reveals that its monthly active user growth surged by 640% year-over-year, vastly outpacing ChatGPT’s 62% growth rate.
Current Market Landscape
The broader AI assistant market is now more divided. Google’s Gemini has solidified its position as the primary challenger to OpenAI, capturing 27.7% of the market.
The remaining segment of the industry is highly fragmented; smaller competitors and alternative platforms—including xAI’s Grok, Perplexity, Meta AI, and DeepSeek—are bundled into an “other” category, which collectively accounts for approximately 5% of the total market share.
Filed in . Read more about AI (Artificial Intelligence), ChatGPT and OpenAI.
