Gemini · Claude · Google · ChatGPT · Copilot · TikTok · Decrypt
ChatGPT Is Still Major, But Rival AI Chatbots Are Catching Up Fast
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For three years, ChatGPT had the rarest advantage in tech: Its name was the category.
Key facts
- Claude's average revenue per U.S. mobile user jumped from under $0.50 last September to $2.76 in May, ahead of ChatGPT's $1.74, and 13% of Claude's users now pay for a subscription, the highest
- ChatGPT's share of the AI assistant market dropped below 50% for the first time in March 2026, then closed May at 46%, according to Sensor Tower's new State of AI 2026 report
- Claude's runner-up spot tracks with last fall's Alpha Arena contest, where Grok and Claude Sonnet posted real-money trading gains on the Hyperliquid exchange while GPT-5 and Gemini 2.5 Pro each lost
- In May that ChatGPT's web traffic share had already slid from 77.6% to 53.7% in a year
Summary
ChatGPT's True Audience market share sat at 46% by the end of May, per Sensor Tower's State of AI 2026 report. Grok users are about four times more likely than the general population to be crypto traders, the widest skew Sensor Tower measured for any assistant, ahead of Claude, Copilot, and ChatGPT in that order. ChatGPT's share of the AI assistant market dropped below 50% for the first time in March 2026, then closed May at 46%, according to Sensor Tower's new State of AI 2026 report. None of that means ChatGPT is dying.