Source: TechCrunch
ChatGPT's fall from ~80% market share to 46% in under a year reflects the commodification of generative AI. Consumers now treat these tools as interchangeable utilities rather than novel experiences, shopping for integration (Gmail, Google Search) and feature specificity (Claude's longer context window) rather than brand loyalty. Google's Gemini and Anthropic's Claude are winning on distribution (pre-installed in Android, embedded in Gmail) and task-specific competence, not novelty. The consumer AI market is fragmenting into use-case clusters rather than coalescing around a single platform.