The global consumer AI application landscape is stabilizing, yet competition at the top intensifies.
The latest Global Top 100 Generative AI Consumer Applications ranking shows ChatGPT maintains its leading position, but Alphabet has significantly narrowed the gap through its multi-product matrix strategy. Its general assistant Gemini achieved approximately 12% of ChatGPT's web traffic, securing second place.
Chinese AI products demonstrate strong performance in the global market, with Alibaba's Quark AI assistant jumping to 9th place on the web platform, while ByteDance's Doubao ranks 12th. The ranking data reveals that among 50 web applications, three products primarily serving Chinese users made it into the top 20, with an additional seven China-developed products mainly targeting overseas markets.
Alphabet appears for the first time with four independent domain names in the ranking, showcasing the effectiveness of its AI product matrix strategy. Beyond Gemini, the developer-focused AI Studio entered the top 10 for the first time, academic research tool NotebookLM ranks 13th, and AI experimental platform Google Labs sits at 39th position.
Mobile competition presents an even tighter landscape, with Gemini's monthly active users approaching half of ChatGPT's user base. X platform's Grok assistant shows impressive performance, rapidly accumulating over 20 million monthly active users from zero at the end of 2024, ranking 23rd on mobile platforms. China-developed mobile applications occupy nearly half of the ranking, with an estimated 22 out of 50 mobile applications developed by Chinese teams.
Alphabet's Multi-Product Matrix Makes Independent Debut Through domain separation strategy, Alphabet enables its AI products to be independently tracked and ranked for the first time. Gemini ranks second on web platforms with traffic reaching approximately 12% of ChatGPT's volume, while its monthly active users on mobile platforms approach half of ChatGPT's, demonstrating strong growth momentum.
AI Studio, as a developer-focused sandbox platform, successfully entered the top 10, supporting users in building Gemini multimodal model applications. NotebookLM ranks 13th after becoming independent from Google Labs, with this academic research tool showing steady growth over the past year, experiencing only slight declines during summer academic user attrition periods.
Google Labs ranks 39th, hosting multiple AI experimental projects including video model Veo 3 and clothing try-on application Doppl. Data shows Google Labs traffic surged over 13% following Veo 3's release, marking the largest single-month increase in the past year.
Significant Enhancement in Global Reach of Chinese AI Products Among products primarily serving Chinese users, Alibaba's Quark ranks 9th, ByteDance's Doubao sits at 12th, and Moonshot AI's Kimi ranks 17th, with these products receiving over 75% of their traffic from China.
More noteworthy is the globalization trend of China-developed products. Statistics show seven China-developed AI products primarily serve overseas markets, including DeepSeek, Conch, and Keling video generation models, as well as SeaArt image generation tools.
Chinese products show even stronger advantages on mobile platforms, with an estimated 22 out of 50 mobile applications developed by Chinese teams, though only three primarily serve the Chinese market. Meitu contributes five applications while ByteDance launches four products, demonstrating powerful mobile AI product development capabilities.
Intense Competition Among General Assistants While ChatGPT maintains its leading position, competitors are rapidly closing the gap. X platform's Grok performs particularly well on mobile platforms, achieving over 20 million monthly active users from zero baseline at the end of 2024. Grok's mobile usage surged nearly 40% after releasing new model Grok 4 in July, with the introduction of anime character Ani further driving user growth.
Meta's AI assistant shows relatively modest growth, with Meta AI ranking only 46th on web platforms and failing to enter the mobile top 50. Following its late-May launch, the product experienced slow growth, with a June incident where users discovered portions of conversations appearing in public feeds further impacting user confidence.
DeepSeek declined significantly after its February peak, with web traffic dropping over 40% from its high point and mobile usage falling 22%. In contrast, Perplexity maintains strong growth momentum across all platforms, while Claude continues growing on web platforms but shows slower mobile growth.
"Atmosphere Programming" Emerges as New Growth Driver AI-assisted programming tools are becoming a new growth sector. Following March rankings that featured only Bolt, both Lovable and Replit successfully entered the main ranking, with Lovable jumping to 22nd position, indicating the rapid rise of AI application generation fields.
User retention data suggests this trend is not temporary. Consumer Edge credit card panel data shows that a leading "atmosphere programming" platform's U.S. user base maintained revenue retention rates exceeding 100% months after registration, indicating users not only stay but expand their usage.
These platforms also drive growth in related infrastructure products. Database service provider Supabase's traffic growth nearly synchronizes with core atmosphere programming platforms, with growth rates over the past nine months significantly accelerating compared to previous years. Websites built and published through Replit and Lovable contribute substantial traffic to their respective platforms, demonstrating platform ecosystem effects.