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theverge ai · August 11, 2026

The 1B user club is full: who’s actually growing faster

both chatgpt and gemini now claim 1 billion monthly users, but openai's growth is slowing while google surges via android preinstalls, shifting the competitive landscape.

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openai and google have both crossed the 1 billion monthly user threshold for their chatbots, marking a saturation point in the consumer ai market. openai quietly announced the milestone for chatgpt, which hit 1 billion weekly active users in july, though its growth rate has slowed significantly from earlier quarters. google ceo sundar pichai revealed gemini reached 1 billion users last week, making it google's fastest-growing product ever, largely due to deep integration with android and ios. while chatgpt retains a lead in weekly engagement, gemini's rapid ascent suggests google's distribution strategy is eroding openai's dominance. the industry now faces a new challenge: converting this massive user base into profitable revenue streams.

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