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发布以来,DeepSeek月活用户首次下滑|AI产品榜
36氪·2025-07-04 10:34

Core Insights - The article discusses the latest AI product rankings, highlighting the growth and performance of various AI applications in the market [3][4][5]. Subscription Revenue Rankings - The top five AI applications by annualized subscription revenue in 2025 are: - ChatGPT: $1.377 billion with a growth rate of 10.08% - Suno: $19.76 million with a growth rate of 8.06% - PLAUD: $16.96 million with a growth rate of 7.57% - Claude: $19.10 million with a growth rate of 7.41% - Poly Buzz: $19.64 million with a growth rate of 4.20% [8][12]. - PLAUD, an AI recording card, achieved an annualized subscription revenue of $16.96 million, ranking 19th overall but 3rd in growth rate, indicating strong performance in the hardware subscription market [9]. - Speak, an English learning app backed by OpenAI, experienced a decline in annualized subscription revenue, down 2.10% [11]. Monthly Active Users (MAU) Rankings - The top AI applications by monthly active users in June 2025 are: - ChatGPT: 655.03 million MAU with a growth rate of 5.59% - Quark: 156.18 million MAU with a growth rate of 2.51% - Baidu Cloud: 154.99 million MAU with a growth rate of 1.21% - Doubao: 125.94 million MAU with a growth rate of 6.50% - DeepSeek: 94.1 million MAU with a decline of 6.06% [15][19][21]. - Cici, the overseas version of Douyin, showed significant growth with 24.01 million MAU, increasing by 17.56% [18][25]. Domestic AI Product Insights - The competition among domestic AI products is intense, with Quark, Baidu Cloud, and Doubao leading the rankings. DeepSeek has shown a negative growth trend, indicating potential challenges in user retention [21][23]. - The only product in the top ten with a content consumption model is Jidream AI, which has undergone multiple revisions to align more closely with early TikTok features [21]. Global AI Application Trends - The global AI application landscape is increasingly dominated by Chinese products, with over half of the top ten applications being domestic [15][18]. - The article emphasizes the importance of growth trends in evaluating the success of AI products, suggesting that revenue alone is not sufficient for assessment [8].