ChatGPT 月活用户达 11 亿，但其消费者 AI 助手市场份额首次降至 46.4%（Sensor Tower 数据）。Gemini 占 27.7%，受益于 Google 搜索、Android、Gmail 和 Workspace 分发；Claude 占 10.3%，工作场景增长且订阅转化率 13%。整体市场仍扩张：预计 AI 应用下载量 23 亿次、消费 42 亿美元、使用时长 360 亿小时。但增长放缓，竞争转向留存、付费转化及工作流嵌入。
ChatGPT's consumer AI assistant market share falls below 50% for the very first time as users are migrating between different AI tools, even while leading with 1.1B monthly users.
Sensor Tower puts ChatGPT at 46.4%, with Gemini at 27.7% and Claude at 10.3%.
Gemini is gaining from Google’s distribution across search, Android, Gmail, and Workspace.
Claude is gaining in work use, with a reported 13% subscription conversion rate.
The market is still expanding, with 2.3B projected AI app downloads, $4.2B in spending, and 36B hours of use.
Overall, growth is cooling, so the fight is shifting toward retention, paid conversion, ads, commerce, and daily workflow placement.
来源：Rohan Paul · x.com