a16z Report: Google’s Gemini & xAI’s Grok Narrow Gap with ChatGPT
a16z’s fifth consumer AI report finds Google’s Gemini and xAI’s Grok rapidly closing the gap with OpenAI’s ChatGPT. Google now has four separate web products (Gemini, AI Studio, NotebookLM, Google Labs); Gemini is No. 2 on mobile. Grok climbed to roughly 20M monthly users after Grok 4. The report highlights 14 persistent top AI products, rising Chinese apps, newcomers like Replit and Lovable, and Meta’s privacy stumble.