As of August 2026, YipitData's sample of US e-receipts shows that ChatGPT accounted for 57% of active paid subscriptions across four consumer AI products, a 19 percentage point decrease from a year ago; Claude rose from 7% to 19%, Gemini from 12% to 18%, and Perplexity approximately 6%. ChatGPT still maintains a significant lead, but its dominant position is weakening.
(Note: Gemini's growth may also benefit from the bundling of Google AI packages with storage and office services, and cannot be entirely attributed to users simply replacing models.)
