ChatGPT and Gemini keep growing as Meta’s Muse nears 2 million daily users

The Consumer AI Race

The consumer AI race added more runners in September, and the leaders kept their pace. OpenAI's ChatGPT hit 664 million mobile daily active users, while Google's Gemini reached 151 million, according to Sensor Tower data cited by Bank of America analyst Justin Post.

Muse's Launch and Growth

Meanwhile, Meta's brand-new agent app, Muse, climbed to 1.96 million mobile daily users within weeks of launching.

Broader Usage Figures

The September scorecard ChatGPT's 664 million mobile daily users represent a 7% gain from August and a 69% jump from a year earlier. Gemini's 151 million mobile daily users mark an 11% month-over-month rise and a 321% increase year over year.

What the Numbers Mean for the AI Landscape

The most important open question for Muse is retention. Bank of America flags whether users will keep coming back and form a daily habit, which is the metric that separates a novelty from a platform.

Early Engagement and Downloads for Muse

For context on Muse's start, compare it with other apps in the same dataset. xAI's Grok sits at 2 million mobile daily users, and Meta's own Meta AI app stands at 6 million.

Signals to Watch for Muse

For investors following the space, the research suggests watching a few specific signals. One is whether Muse's daily user count keeps climbing past the launch window or plateaus. Another is whether ChatGPT can sustain mid-single-digit monthly growth at its current size. A third is whether Gemini's growth rate holds as its base gets larger.