Guys, the annual blockbuster report on the consumer - grade AI market recently released by a16z, a top venture capital firm in Silicon Valley, is really mind - blowing! 🔥 The competition in the general AI assistant track is extremely fierce right now. Users usually only choose one main product, and the "winner - takes - all" pattern is accelerating.

The report shows that although the usage rate of AI has increased, users' willingness to use it across platforms is extremely low. Take ChatGPT's weekly active users as an example. Less than 10% of them will use other AI services simultaneously. Among mainstream products, only about 9% of users will pay for multiple assistants.

Currently, OpenAI is still remarkable, leading with 800 - 900 million weekly active users. However, its "super - app" strategy faces challenges. Google, with its "experimental field" model, has made Gemini catch up rapidly. The number of desktop users has increased by 155% year - on - year, and the growth rate of paid subscriptions is nearly twice that of ChatGPT. 👏

Judging from the data, ChatGPT has a leading user volume and high user stickiness. The ratio of daily active users to monthly active users is twice that of Gemini. But Gemini is growing at an astonishing rate, especially in terms of the growth of paid users, leaving ChatGPT far behind.

In terms of product strategies, OpenAI is like building a "walled garden", stuffing various functions into ChatGPT, but this makes the interface more complex. Google, on the other hand, adopts the "experimental field" model, allowing innovative products to develop independently, but its products are a bit scattered.

Other players also have their own unique skills. 👍 Anthropic's Claude focuses on technical users, and its programming assistant generates considerable revenue. Perplexity serves non - technical groups who value efficiency. Elon Musk's xAI product Grok is growing extremely fast, and its function iteration is also remarkable. It is said to be the AI product with the fastest - evolving capabilities.

The key to the future competition of AI assistants lies in who better understands users' needs and can transform them into good business models. Guys, who do you favor more? 🤔

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