Apptopia
4 statements across 4 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Dec 17, 2025 by Alex Kantrowitz · said 12 times in 6 episodes since 2025 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (12)
tap a year for its mentions
2026 10 mentions in 5 episodes 2 per episode
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- every mention in 2026, scene by scene →
2025 2 mentions in 1 episode
Everything said about Apptopia, oldest first
Dec 17, 2025 bearish
Apptopia Data Shows OpenAI's Sora Daily Downloads Dropped to 150,000
“So when Sora came out, it was doing around 240,000 downloads. Looks like a day. Bumped up to around 400,000 or so per day. It has actually dropped significantly, and this won't come as a surprise to you. It looks like it's like around maybe a 150,000 downloads…”
Feb 2, 2026 bullish
Kantrowitz: Claude mobile app time spent tripled between mid-2025 and January 2026
“In June 20, 25, so six, seven months ago, the average time spent on the mobile app of Claude was about 10 minutes. Today, in January 26, it's above 30 minutes. So, time spent per user on Anthropics Claude has Tripled in six months.”
Feb 9, 2026 bearish
Kantrowitz: ChatGPT Mobile Market Share Fell to 45.3% in January 2026
“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”
May 4, 2026 bearish
Alex Kantrowitz cites Apptopia data showing consumer AI app growth declining
“Daily active user growth across all AI, AI apps. So that includes perplexity and Claude and the Gemini's of the world. ChatGPT, growth is not just tailing off, it's down. So you can see that, you know, while like the space is growing overall the growth is, is …”