Gemini's market share collapses to 1.9% as ChatGPT, Claude gain

Gemini's sharp market-share decline reflects a reversal in Google's AI positioning despite the company's massive user-base claims. The collapse from 12 percent to 1.9 percent in a single month is striking, especially given Google's announcement of one billion monthly Gemini App users—suggesting that either monthly active users is a poor measure of real engagement, or that the usage tracked by Pangram, OpenRouter, and Similarweb represents a different (and perhaps more indicative) slice of the market. Anthropic's gains into technical and scientific fields and OpenAI's consistent dominance (over 50 percent every month) point to a clear user preference for these competitors in high-value tasks.

The data sources themselves acknowledge their limitations: Pangram's focus on writing tasks inherently disadvantages Gemini, which has historically trailed in this domain; OpenRouter's bias toward open-weight models; and Similarweb's exclusion of mobile-app usage all suggest the true picture is more nuanced. Yet the consistency across three independent sources measuring different usage patterns is telling. The recent departure of senior figures from Google DeepMind, including Demis Hassabis, may reflect organizational strain connected to this market loss, though the body does not establish causality between the leadership changes and the market-share drop.