Menlo Ventures had a particularly interesting market share chart for 2023 vs 2024 for LLMs for enterprise showing OpenAI losing considerable share. Anthropic (Claude 3.5 Sonnet) gained considerable share along with Google.

On the consumer side, a16z reported the top 50 Gen AI web products by unique monthly visits. OpenAI’s ChatGPT remains at the top followed by Gemini. Google’s Pichai has stated an internal requirement for Google to ready the Gemini product for 500 million users in 2025.

The first mover and hype advantages don’t appear to be holding and Google clearly gaining traction in both the enterprise and consumer side of the business.