"OpenAI's ChatGPT usage pattern numbers get worse by the day. A new study shows that visits to its primary site rose only 1% between August and November. In that time, visits to the primary Gemini site doubled. According to Bloomberg, monthly active users tell a similar story. "Gemini's increased roughly 30% to 346 million while ChatGPT's rose about 5% to 810 million.""
"Regulators may soon take away Alphabet's biggest advantage. EU regulators, in particular, believe that the use of Google's AI search product, which gives it massive reach, is essentially a monopoly. That is because its search results include AI Overviews and AI Mode features. Complete almost any Google search, and the AI Overview is at the top of the results page. Google pulls users into its AI universe."
"Additionally, Bloomberg adds, "Google has privileged access to the entire internet through the web crawler it relies on to power Google Search." Google can collect information for its massive AI Gemini 3 information database while it promotes its AI chat prowess at the same time. The Google search "dive deeper" mode called "AI Overviews" turns into an online chat product where users can additionally "ask anything." That ask anything mode is access to Google's AI underlying chat service."
Visits to ChatGPT's primary site rose only 1% between August and November while visits to Gemini's primary site doubled in the same period. Monthly active users increased roughly 30% for Gemini to 346 million and about 5% for ChatGPT to 810 million. OpenAI declared an internal "code red" to improve ChatGPT quality after experts favored Gemini 3. EU regulators consider Google's integration of AI Overviews and AI Mode into search a potential monopoly because those features give Google massive reach and funnel users into its AI ecosystem. Googlebot's web crawling grants Google privileged access to content that can feed Gemini 3.
Read at 24/7 Wall St.
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