Meta AI

Sensor Tower: ChatGPT's market share fell to 46.4% by the end of May, as Gemini rose to 27.7% and Claude to 10.3%; Grok, Meta AI, and others have less than 5%

More than three and a half years after ChatGPT's initial release, AI assistants are now used by millions of people worldwide, and the competitive landscape is changing fast.

A survey of 1,458 US teens: 64% use AI chatbots, and 28% use them daily; 59% say they use ChatGPT, 23% use Gemini, 20% Meta AI, 14% Copilot, and 9% Character.ai

Roughly 1 in 5 U.S. teens say they are on TikTok and YouTube almost constantly.  At the same time, 64% of teens say they use chatbots …

Appfigures: between September 30 and October 18, OpenAI's Sora had 2.6M iOS downloads, above the Meta AI app, which had 1.1M; Sora is iOS- and invite-only

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to the reality of AI unit...