Peter Smith
⬤ Similarweb's November data reveals a sharp split in how different AI platforms performed last month. Grok came out on top with a 14.74% month-over-month traffic spike, beating every other tracked service. Gemini.com wasn't far behind, climbing 14.36%, while ChatGPT, Claude.ai, Perplexity.ai and others all lost ground.
⬤ The numbers show some surprising shifts in user behavior. ChatGPT.com dropped 5.21%, suggesting its traffic might be cooling off after earlier peaks. Claude.ai fell harder at 8.47%, and Perplexity.ai took the biggest hit with a 13.64% decline. DeepSeek.com slipped 2.70%, and Copilot.microsoft.com was down 1.95%. These mixed results show users are actively testing new options, and newcomers like Grok are pulling in serious attention.
⬤ The bigger picture here is that AI platform traffic is anything but stable. November's data shows momentum can swing fast based on product updates, visibility and how well a platform fits into users' workflows. Gemini's 14%+ monthly jump points to growing demand for Google's AI offerings, while Grok's lead position signals real interest in fresh alternatives. Even heavy hitters like ChatGPT and Claude.ai aren't immune to engagement drops, proving the competitive landscape stays unpredictable.
⬤ These traffic shifts matter because they influence how investors and industry watchers view the GenAI space. User engagement trends directly impact expectations around adoption rates, revenue potential and market positioning. Similarweb's November snapshot reinforces just how quickly things can change and why tracking these patterns is essential as AI competition heats up.
Peter Smith
