The Ledger
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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 …”
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…”
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…”
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.”