---
title: "ChatGPT Hits 1.6B February Visits; Custom GPTs Drive 10M Paid-User Visits | Industry Insight"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-04-10T15:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20240410a05dmh00"
source: "https://ffcap.cn/en/research/20240410a05dmh00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240410A05DMH00"
---

# ChatGPT Hits 1.6B February Visits; Custom GPTs Drive 10M Paid-User Visits | Industry Insight

_Unique Research · Industry insight · April 10, 2024_

February traffic milestones for ChatGPT in the U.S., Custom GPTs as a paid funnel, Gemini’s post-Bard lift, and how Copilot / Perplexity / Claude still trail on the open web — with mobile app MAU as a second signal.

## 1\. A new U.S. milestone for ChatGPT — and Gemini’s UV jump

The market for AI-driven sites and apps keeps reshaping itself. Consumer chat platforms such as OpenAI’s ChatGPT and Google’s Gemini (formerly Bard) remain the main on-ramp for the public to try and understand the tech. Image generators and other surfaces — including OpenAI’s **Custom GPTs** — are becoming a larger share of the whole stack.

Web traffic is not the full story: OpenAI and Anthropic (Claude) also care deeply about licensing models into other companies’ products. Still, web metrics and app engagement remain useful proxies for interest in AI.

## 2\. February user snapshot

ChatGPT’s February visits in the **United States** hit a new high — **208.8M** visits — of which **Custom GPTs** contributed about **10M** visits, available only to paid users. Rivals such as Perplexity and Claude are growing, but their open-web traffic remains relatively small.

## 3\. Scale gap vs. ChatGPT (and Bing)

Including Microsoft Bing (search + AI chat), global web-traffic ordering still puts ChatGPT far ahead of Perplexity and Claude. Perplexity has drawn headlines on a new financing round with reported valuation at **$1B**, yet it still sits relatively low on traffic boards.

ChatGPT’s early-2023 explosion has since given way to month-to-month swings. In February, **global** visits were up **62% YoY** but only **+1% MoM**. The **1.6B** global visits still trail the May 2023 peak of **1.8B**.

Inside the U.S., though, ChatGPT set a new peak: **208.8M** visits (**+87% YoY**, **+15% MoM**).

## 4\. Custom GPTs’ impact on OpenAI

OpenAI has been adding an app-store-like layer of attraction around ChatGPT. Domestically in the U.S., Custom GPTs brought the ChatGPT site more than **10M** visits — spanning OpenAI tools such as DALL·E image generation and many third-party GPTs. Because Custom GPTs are paid-only, they are a meaningful revenue surface for OpenAI.

## 5\. After Bard → Gemini

Gemini has replaced Bard as Google’s primary AI-chat brand while Google keeps testing more AI features inside core Search. The shift is more than a rename: it marks a newer generation of models. Google had to pull an image-generation feature after backlash over over-corrective, “woke” depictions of historically white moments (e.g. the U.S. Declaration of Independence signing); an adjusted image generator was expected to return soon.

Even so, Gemini drew more attention. Similarweb estimates put Gemini’s February unique visitors at **51.7M** — above what Bard had previously reached.

## 6\. Copilot, Perplexity, and Claude

The Copilot site is part of Microsoft’s broader push to embed Copilot-branded AI across Office and into developer/designer tools. As a standalone site, Copilot is beginning to stand out among lower-ranked peers such as Perplexity (perplexity.ai) and Anthropic’s Claude (claude.ai).

## 7\. Mobile apps: ChatGPT +5% MoM; Bing MAU +~20% YoY

ChatGPT’s mobile-app registered users reached **6.7M** in February (**+5%** MoM) — a year earlier OpenAI had not yet shipped the mobile app. Microsoft’s AI push appears to have helped Bing’s mobile apps: combined U.S. iOS + Android MAU hit **13M** in February (**~+20% YoY**, though **−8.6% MoM**). Character.AI’s U.S. app use was roughly flat at **3.1M**. The new Microsoft Copilot app cleared just over **1M** U.S. MAU; Perplexity’s app sat around **266k** users.

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240410a05dmh00
On-site reading page: https://ffcap.cn/en/research/20240410a05dmh00