--- title: "ChatGPT MAU Down 6.11% — Are Users Fleeing to Gemini? | AI Top 100, September 2025" author: "JasonH1121" sourcePublication: "Unique Research Substack" originalPublishedAt: "2025-10-10T08:07:55+00:00" canonical: "https://ffcap.cn/en/research/chatgpt-mau-down-611-are-users-fleeing" source: "https://uniqueresearch.substack.com/p/chatgpt-mau-down-611-are-users-fleeing" language: "en" --- # ChatGPT MAU Down 6.11% — Are Users Fleeing to Gemini? | AI Top 100, September 2025 **September 2025 | Global AI Web Top 100 — Traffic Snapshot** - The Top 100 AI Web sites generated **~10.135 billion visits** in September. - **Overseas sites** accounted for **91.9%**; **China domestic + China-going-global** combined for **8.1%**. - Traffic is highly concentrated: **Top 10 = 82.2%**, **Top 20 = 88.7%**. - **Chatbots dominate** with **76.7%** of total visits. **Leaders & Movers** - **ChatGPT**: slight uptick (**+0.98%**). - **Gemini (+46.24%)** and **Google AI Studio (+64.13%)** were September’s most visible growth engines. - **Perplexity** kept climbing (**+14.35%**). - **Grok (-7.44%)** and **JanitorAI (-10.01%)** saw pullbacks. **Category Signals** Beyond “chatbots,” several **long-tail, job-to-be-done** categories posted **higher weighted MoM growth** in September: **Education, Content Detection, Sales, Navigation Hubs, PPT Generation**. Drivers: **seasonality** (back-to-school / project kickoff) and **structural** demand as **B2B tools** become more prominent. * * * - **Total visits**: ~**672 million**; **Top 10 = 86.9%**. - **Total MAU**: ~**137 million**; **Top 10 = 77.6%**. - The primary corridor is **“Chat + Search + Assistant”** built by **DeepSeek + Quark/Baidu AI Search/Tencent Yuanbao**. - By company scale, **DeepSeek**, **Alibaba**, **Baidu**, **ByteDance** lead. - Standout growers in their niches: **Qoder**, **iFLYTEK Zhizuo**, **JiMeng AI**, **Baidu AI Search**. * * * From the Web total: **~10.135B visits**, with **Top 10 = 82.2%**, **Top 20 = 88.7%**. Implication: for most new entrants, it’s hard to “shortcut” via generic portals; sustainable entry points will come from **specific categories and concrete use cases**. Unlike the app ecosystem, the Web relies more on **search/direct access + word of mouth**, which **compounds brand advantage** at the top. By category share, **Chatbots** remain the ballast at **76.7%**, followed by **Emotional Companions**, **Smart Search**, **Personal Assistants**, **Image Editing**, etc. In short, core Web behavior still centers on **“ask → get answers/generate content,”** with toolchain needs (rewrite, edit, retrieval, layout) distributed as the next-most-frequent tail behaviors. * * * Using **weighted MoM** to gauge structural momentum, September’s leaders (outside Chatbots) were **Education, Content Detection, Sales, Navigation Sites, PPT Generation** (Education ranked highest). Common threads: - **Education**: back-to-school/course kickoff; AIGC is normalizing in **lesson prep, homework, and material comprehension**. - **Content Detection/Rewriting**: pulled by **platform moderation** and **publishing** needs. - **Sales / Navigation / PPT**: **workflow bottlenecks**—when they deliver real **time savings** or **conversion uplift**, users stick and reuse. * * * - **ChatGPT** still leads by absolute scale, but only **+0.98% MoM**. With **ChatGPT AgentKit launching in October**, we’ll see if that changes the curve. - **Gemini (+46.24%)** + **Google AI Studio (+64.13%)** form a **“consumer platform + developer”** dual flywheel, signaling Google’s renewed Web push: the former as **user entry**, the latter **activating developers/workflows**. - **Claude** maintained steady growth (**+5.72%**); **Perplexity (+14.35%)** continued expanding the **“answers-at-retrieval”** mindset. - **Grok (-7.44%)** and **JanitorAI (-10.01%)** had a staged pullback—one amid **Personal Assistant** competition, the other from **intra-category** splits in **Emotional Companions**. If we break down **growth contribution**, the biggest _new_ increments in September came from **Google properties** and several **export-oriented niche tools**, e.g.: - **Nano Banana (image editing)** **+292% MoM** - **DupDub (text-to-speech)** **+209%** - **Subject.com (education)** **+279%** - **MuleRun (agents)** **+419%** These aren’t yet top-scale in absolute terms, but they **meaningfully** pulled the **structural** growth line. * * * - **Visits** (Sept): ~**672M**; **Top 10 = 86.9%**. **Chatbots** contribute **60%+** of visits. Company scale leaders: **DeepSeek (~321M)**, then **ByteDance (~108M)**, **Alibaba (~89M)**, **Baidu (~55M)**, **Tencent (~23M)**. **Growth highlights**: **Qoder** (dev tools, **+107%**), **iFLYTEK Zhizuo** (video generation, **+90%**), **JiMeng AI** (image generation, **+27%**), **Baidu AI Search** (**+20%**). Together they show that **creation chain + retrieval entry** still deliver **sustained acquisition** on the Web. - **MAU** (Sept): ~**137M**; **Top 10 = 77.6%**. **DeepSeek**, **Quark/Baidu AI Search**, **Doubao/Yuanbao** form the **“Chat + Search + Assistant”** mainline. In subcategory growth, **WPS AI**, **Qoder**, **Kimi Open Platform**, **iFLYTEK Zhizuo**, **Alibaba Tongyi Tingwu** stayed active across **productivity** and **developer** scenarios—evidence of the ongoing shift **from point tools to workflows**. * * * Unique Research’s **September 2025 AI Web rankings** include: - **AI Site Traffic Rankings**: Top 100 by **visits** and **MAU**, split by **global** and **China** markets. - **Growth-rate leaderboards** across all lists to help **investors** spot emerging projects and help **founders/developers** discover opportunities. **Who trusts and cites our work:** top **brokerages/investment banks** (e.g., **Sinolink Securities**, **CSC Financial**, **Huayuan Securities**, **Haitong Securities**), and respected **media** (e.g., **China Securities Journal**, **TMTPost**, **Jiemian News**), among others. Our data and insights are widely used for **market analysis**, **investment decisions**, and **trend assessment**. 1. 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