OpenAI’s ChatGPT has doubled its weekly energetic customers in lower than six months, reaching 400 million in February 2025, based on a brand new report by VC agency Andreessen Horowitz (a16z).
The report advised that development had initially plateaued from March 2023 to April 2024 however surged after new options had been launched.
The fast enhance follows the discharge of latest fashions and options, together with GPT-4o’s multimodal capabilities, which drove a surge in utilization between April and Could 2024. Superior Voice Mode additional boosted engagement from July to August, whereas the o1 mannequin sequence led to elevated adoption from September to October.
ChatGPT’s cellular utilization has additionally seen regular development, with customers growing by 5% to fifteen% every month over the previous 12 months. Of its 400 million weekly energetic customers, 175 million now entry ChatGPT on cellular.
By way of utilization and monetisation, competitors is intensifying, with China’s DeepSeek reaching No. 2 globally inside 10 days of launch and capturing 15% of ChatGPT’s cellular person base by February. Total, it nonetheless lags ChatGPT.
Deepseek additionally reported a theoretical every day revenue margin of 545% for its inference companies, regardless of limitations in monetisation and discounted pricing buildings.
One other statement from the report consists of how the most-used AI apps aren’t all the time essentially the most worthwhile, and plenty of area of interest AI instruments generate greater income per person.
Industries like photograph enhancing, diet, and language studying have excessive income potential regardless of smaller person bases. Subscription-based AI companies rank greater in income than mass-market AI apps.
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