Google's Gemini Outpaces OpenAI's ChatGPT in Monthly Active User Growth

Core Insights - Google's Gemini is experiencing faster growth compared to OpenAI's ChatGPT, with Gemini's monthly active users increasing by 30% to reach 346 million, while ChatGPT's users grew by only 5% to 810 million [2] - Despite Gemini's growth, ChatGPT still has nearly double the user base and leads in user engagement, with ChatGPT users averaging 17 minutes per day compared to Gemini's 11 minutes [2] User Growth and Engagement - Gemini's user base reached 346 million after a 30% increase in November, while ChatGPT's user base grew to 810 million with a 5% increase [2] - ChatGPT users spend more time on the app, averaging 17 minutes per day, compared to Gemini users who average 11 minutes [2] Market Dynamics - The slower growth of ChatGPT may be attributed to market saturation, as indicated by a Seeking Alpha report [3] - OpenAI anticipates that ChatGPT will have at least 220 million paid subscribers by 2030, a significant increase from the current 35 million [3] - The percentage of weekly users converting to paid subscribers for ChatGPT is expected to rise to 8.5% by 2030, up from 5% currently [4] Business Adoption - OpenAI reported over 1 million business customers globally, which includes organizations actively paying for business use of its models [4] - The integration of Gemini into Google's search environment has helped maintain the robustness of its Search business, enhancing ad performance and retaining commercial intent that chatbots struggle to replicate [4][5]