Google Gemini is losing share of the generative AI services market, according to data recounted by The Decoder. The article cites Pangram estimates: Gemini's share fell from 12% to 1,9%, OpenAI holds over 50%, and Anthropic grew from 4,3% to 14,9%.
The Decoder also reports that data from Similarweb and OpenRouter show a similar trend. However, the available confirmation consists only of publication metadata and a synopsis, not primary data or the full study text.
For the market, this implies a notable divergence in the positions of major providers. The key thing to watch is whether these figures are confirmed in subsequent publications by Pangram, Similarweb, and OpenRouter, and whether they measure market share in the same way.
editorial commentary
Why it matters
The likely consequence is increased pressure on Google in the generative AI segment and stiffer competition for users. The next observable signal will be the publication of new comparable estimates from Pangram, Similarweb, or OpenRouter. Significant uncertainty remains regarding measurement methodologies and the fact that available confirmation is limited to the metadata of a single publication.