Saad Ullah
⬤ New data from the Financial Times shows Gemini is quickly catching up to ChatGPT in global app downloads as the consumer AI race heats up. Sensor Tower estimates put Gemini at 67.8 million downloads in November compared to ChatGPT's 100.8 million—the smallest gap we've seen between these platforms in 2025.
⬤ The data reveals ChatGPT held a commanding lead through mid-2025, pulling in 80 to 100 million monthly downloads. But Gemini caught fire in late summer, rocketing from around 25 million to nearly 70 million. Other AI apps like Perplexity and DeepSeek are trailing far behind, making this primarily a two-horse race.
⬤ Gemini's explosive growth signals a real shift in how users are choosing AI tools. ChatGPT still leads, but its download numbers have plateaued with noticeable ups and downs. Meanwhile, Gemini's consistent climb suggests it's gaining serious traction and building momentum globally. This reflects an intensifying battle as AI companies push out new models, mobile features, and integrated tools to grab market share.
⬤ The closing gap between these platforms could reshape the entire AI landscape. Download trends often preview shifts in user preferences, competitive positioning, and future platform capabilities. How this plays out may determine the product strategies and long-term market approaches of the leading AI companies.
Saad Ullah
