Hua Er Jie Jian Wen·2025-12-09 08:26Core Insights - Despite the rise in downloads for Google's Gemini 3, OpenAI's ChatGPT maintains a dominant position in user engagement and activity levels, indicating a shift in the AI competition from acquiring new users to retaining user time [1][2] Group 1: Download and Usage Metrics - Gemini 3 achieved a weekly download share of 33% as of the week ending November 24, up from 29% in the previous two weeks, while ChatGPT's share decreased from 46% and 45% to 42% [2] - ChatGPT accounted for nearly 90% of mobile chatbot session volume in late November, with Gemini only capturing about 4% [2] - Users of ChatGPT opened the app more than 8 times daily, significantly higher than Gemini's 2.5 times, highlighting the challenge Google faces in converting user interest into habitual usage [2] Group 2: OpenAI's Response to Competition - OpenAI is addressing concerns over declining usage time by implementing content restrictions to ensure safety, which has affected user engagement [3] - The company is introducing age verification features to allow adult users to discuss sensitive topics, aiming to balance content safety with user experience [3] - OpenAI's CEO indicated that the upcoming GPT-5.2 model is expected to outperform Gemini 3 in reasoning capabilities, although the release date may be subject to delays due to various factors [3][4] Group 3: Market Expectations for New Models - There is significant market anticipation for GPT-5.2, with social media comparisons suggesting it outperforms Gemini 3 and Claude 4.5, although the authenticity of these claims remains unverified [4] - The planned release of GPT-5.2 on December 9, ahead of the original late December schedule, underscores the competitive pressure OpenAI faces from Google and Anthropic [4]