ChatGPT share falls below 50% as Gemini and Claude gain ground

If Sensor Tower’s numbers are directionally right, the era of a single dominant AI assistant may be ending much sooner than expected. A three‑way split with ChatGPT under 50%, Gemini approaching 30% and Claude over 10% indicates that users and enterprises are increasingly comfortable multi‑homing—picking different assistants for different tasks or ecosystems. Google’s strength on Android and productivity tools, and Claude’s positioning as a premium productivity assistant, are clearly biting into OpenAI’s share. ([tvn.cl](https://www.tvn.cl/exponencial/noticias/chatgpt-baja-del-50-de-cuota-de-mercado-por-primera-vez))

For the AGI race, this competitive fragmentation has two big implications. First, it intensifies the compute and capex arms race: to stay relevant, each lab must keep pushing capabilities, reliability and cost efficiency, even as revenue is split more ways. Second, it may slow down any one company’s ability to unilaterally dictate safety norms or deployment practices. A more pluralistic market could be healthier from a governance standpoint but also increases the risk of a “race to the bottom” on safety if any player decides to cut corners to gain share. How regulators and large customers respond to this emerging triopoly will shape incentives for years.