ChatGPTact asmaximum's AI chat platform, has seen a significant slowdown in growth recently. Similarweb estimates that ChatGPT had 1.77 billion visits globally in March 2024, slightly lower than the record 1.81 billion visits set in May 2023, according to Similarweb. Although it had experienced rapid growth between November 2022 and May 2023, this momentum was not sustained and may explain OpenAI's increasing focus on enterprise AI.
New features like personalizationChatbots(Custom GPTs) or image AI DALL-E have not been able to spark much growth. in March 2024, Custom GPTs had 56.5 million visits. Excluding OpenAI-developed GPTs, including DALL-E, the other visits were 50.5 million, up 31 TP3T from last February and 681 TP3T from last November.After plugins, GPTs could be the next mainstream project failure for OpenAI.
ChatGPT's global growth rate was only 131 TP3T YoY, lower than some of its competitors, notably Anthropic's Claude, which grew by 1,61% in March, albeit from a smaller base. However, Claude's rapid growth continues due to the release of Claude3, which is expected to make a bigger breakthrough in the European market.
Despite the slowdown in growth, ChatGPT is still theAhead of the curveAnthropic's Claude is catching up quickly, however, although still nowhere near the size of OpenAI. However, Anthropic's Claude is catching up quickly, though still nowhere near the scale of OpenAI. the rapid growth of Claude after the release of version 3 shows a compelling example of how quickly new products can change the landscape. The model maker's moat seems to be shrinking, especially given the progress in open source development. If OpenAI wants to trigger another wave of significant growth and confirm its high valuation, it will be under pressure at GPT-5.