ChatGPT Market Share Dips Below 50%: Competition & Uninstalls

ChatGPT's market share has dipped below 50% for the first time, reaching 46% globally in March. This comes amid increased competition from Google's Gemini at 28% and Anthropic's Claude at 10%. What's interesting is that ChatGPT uninstalls surged in the US, peaking at 200% above its average during the week of March 9-15. This followed OpenAI's agreement to work with the Pentagon. Many users who uninstalled ChatGPT appeared to switch to Claude, which declined a partnership with the Pentagon. Claude even recorded more daily downloads than ChatGPT from March 1-5. In the US, Claude also attracted users for its coding and deep research capabilities. Its user retention is now closer to ChatGPT's. Additionally, ChatGPT's decline coincided with the introduction of ads, an unpopular move. The bottom line is that while businesses are eager to use AI, a survey shows 60% of consumers find AI in a brand's messaging to be a turnoff, not a feature.