Andreessen Horowitz published the sixth edition of its GenAI 100 ranking on Sunday, and the headline numbers paint a familiar picture: ChatGPT is enormous, everyone else is smaller, the end. But the interesting stuff is in the margins.
ChatGPT sits at 900 million weekly active users, a figure OpenAI confirmed in late February alongside a $110 billion funding round. On the web, it pulls 2.7x the traffic of second-place Gemini. On mobile, it is 2.5x larger. Over 10% of the global population now uses ChatGPT every week, which is the kind of stat that sounds made up until you remember how many people just need help writing emails.
The paid subscriber gap tells a different story
Where things get more revealing is in paid subscriptions. ChatGPT is 8x larger than Claude and 4x larger than Gemini on paying users. Those are big multiples, but the growth rates underneath them are moving fast in the wrong direction for OpenAI. Per Yipit Data, Claude grew paid subscribers over 200% year-over-year as of January 2026. Gemini hit 258%. ChatGPT's paid growth, while still solid, is running at a lower clip on a much bigger base.
And multi-tenanting is real now. Roughly 20% of weekly ChatGPT web users also visit Gemini in a given week. The a16z report from late 2025 pegged that cross-usage figure at under 10%. That number doubling in a few months suggests the "one AI assistant" era may be ending before it had time to properly begin.
Sora lives, sort of
Buried in the creative tools section: Sora is still growing. OpenAI launched version 2.0 as a standalone app in September 2025, complete with a "Cameo" feature that let users generate videos of themselves. It spent 20 days atop the U.S. App Store and hit 1 million downloads faster than ChatGPT did.
Then the social mechanics fizzled. Day-30 retention landed below 8%, per SensorTower, against a 30%+ benchmark for top consumer apps. Sora didn't make the mobile top 50 this edition. But here is the odd part: SensorTower still counts upward of 3 million daily active users on mobile. That is not a dead product. It is not a thriving social platform, either. It is something in between: a creative utility with a loyal base that never became the viral loop OpenAI seemed to want.
Three million DAU is a respectable number for almost any app. For OpenAI, a company now valued at roughly $840 billion, it is a rounding error on their ambitions.
So who actually shipped?
The report's implicit argument is that 2025 was the year the competitors stopped being merely present and started being competitive. Google's Nano Banana image model generated 200 million images and brought 10 million new users to Gemini in its first week. Veo 3 became what a16z calls the "breakthrough moment" for AI video. Anthropic went deep on the professional stack with Claude Code, browser extensions, and Excel plug-ins.
"The competitors shipped." That is how the report puts it, which is about the least VC-speak thing a16z has ever written.
Sessions per user per month on Gemini are climbing, though ChatGPT still leads by 1.3x on web and 2.2x on mobile. The retention data tells a similar story: ChatGPT and Gemini both show what a16z calls "unparalleled" paid subscriber retention, with ChatGPT at 68% by month 12 and Gemini at 57% on recent cohorts. Those numbers are close enough that the outcome feels like it will hinge on product execution, not installed base advantage.
The platform war nobody talks about
Perhaps the most telling detail is one that got almost no attention: ChatGPT's app directory now has 220 apps across 13 categories. Claude has about 160 connectors plus 50 community MCP servers. They share just 41 apps in common. The overlap is almost entirely the boring productivity stack everyone needs: Slack, Notion, Gmail, Google Calendar.
Beyond that, the two platforms barely overlap at all. ChatGPT has 85+ apps in travel, shopping, food, health, and entertainment. Claude has virtually zero in those categories but dominates financial data terminals, developer infrastructure, and science tools. OpenAI wants to be a consumer super-app. Anthropic wants the prosumer. Both bets make sense. Neither is obviously wrong.
The sixth edition of the GenAI 100 drops the next update in roughly six months. By then, ChatGPT will likely have crossed 1 billion weekly users, and we will find out whether the paid subscriber growth curves for Claude and Gemini keep accelerating or hit a wall.
