OpenAI’s chatbot is surging after a period of sluggish growth. After DeepSeek, that’s never been more crucial.
The Gist
- ChatGPT’s surge. After months of stagnation, ChatGPT hit 3.8 billion visits in January 2025, more than doubling its closest competitor.
- GPT-4o and voice mode. OpenAI’s major update, including an advanced voice interface, fueled renewed interest in ChatGPT.
- Competitive landscape. Despite DeepSeek’s rapid rise, ChatGPT maintains a massive lead over Bing, Gemini, Claude, and Perplexity.
ChatGPT is booming. After months of stagnant usage in early 2024, the chatbot hit an inflection point and is now far outpacing its competition, according to new data from analytics firm Similarweb (see above).
OpenAI’s flagship bot hit 3.8 billion visits on desktop and mobile web in January 2025, more than doubling Bing, its nearest competitor, and leaving Google’s Gemini, Anthropic’s Claude and Perplexity far behind. The traffic surge is a remarkable reversal for ChatGPT following a usage stagnation that lasted longer than a year. After reaching 1.9 billion visits in March 2023, ChatGPT didn’t surpass that number until May 2024.
“The first rush was about novelty, people trying it out. They do seem to have transitioned to where more people have found practical uses for the app,” David Carr, editor for insights news and research at SimilarWeb, told me.
Table of Contents
- Why ChatGPT’s Growth Matters
- Don’t Rest, OpenAI. DeepSeek’s Coming
- Can OpenAI Maintain Its Lead?
- Core Questions Around ChatGPT’s Growth
Why ChatGPT’s Growth Matters
The ChatGPT boom could not have arrived at a better time for OpenAI, which recently saw its AI models effectively equalled by the open source DeepSeek. The incident caused OpenAI CEO Sam Altman to admit the company was on the wrong side of history regarding open source and would maintain a smaller lead than it had previously. OpenAI’s application business is now far more important to its long-term success, and it’s delivering.
The inflection point for ChatGPT seems to have occurred just as OpenAI announced its GPT-4o update, which included an advanced voice mode. The new voice interface would be far more responsive and human sounding than anything on the market, and even a bit flirty.
Following OpenAI’s 4o presentation, Altman infamously tweeted “her,” a reference to a movie starring Scarlett Johansson where a human falls in love with an AI voice that she portrays. Johansson, who’d been approached by OpenAI but refused to collaborate, expressed outrage and threatened legal action following the announcement. It’s possible the publicity helped OpenAI more than it hurt.
Beyond voice mode, OpenAI has improved ChatGPT in several areas. It’s incorporated image generation with Dall-E directly in the bot, it’s released better models — including the o1 reasoning model that DeepSeek challenged — and it’s appeared to hallucinate less. The bot’s also been helped by continued public interest and a willingness among people to try different uses and not abandon it after disappointing results.
Don’t Rest, OpenAI. DeepSeek’s Coming
OpenAI shouldn’t get too comfortable though. DeepSeek’s recent surge surge challenged not only its models, but ChatGPT as well. On Tuesday, Jan. 28, at the height of the DeepSeek publicity wave, ChatGPT registered 139 million visits to DeepSeek’s 49 million, according to Similarweb. Almost overnight, DeepSeek built one third of the audience that ChatGPT took years to establish.
But OpenAI does have the leading AI brand in ChatGPT, something that should be useful as more people seek to engage with artificial intelligence. This past weekend, the company sought to burnish its brand by running its first Super Bowl ad. Google ran a lengthy Super Bowl ad for Gemini as well. If OpenAI can make ChatGPT into the “Coke” of AI, it stands to maintain a lead even if chatbots commoditize.
Can OpenAI Maintain Its Lead?
As for the rest of the pack, it’s not looking pretty. Compared to ChatGPT’s 3.8 billion visit in January, Bing received 1.8 billion, Gemini received only 267 million, Perplexity received 99.5 million and Anthropic’s Claude received 76.8 million. These are web-only numbers, but they’re directionally reliable. And they show OpenAI opening up a massive lead, with competition that isn’t really close.
Core Questions Around ChatGPT’s Growth
Editor’s note: Here are core questions around ChatGPT’s growth:
What drove ChatGPT’s recent surge in usage?
OpenAI’s release of GPT-4o, featuring improved reasoning, enhanced voice mode and better image generation, helped drive renewed interest in ChatGPT. Publicity from the Scarlett Johansson controversy may have also played a role.
How does ChatGPT compare to competitors?
ChatGPT recorded 3.8 billion visits in January 2025, more than double Bing’s traffic and far ahead of Google’s Gemini, Anthropic’s Claude, and Perplexity.
Could OpenAI lose its lead?
While ChatGPT remains dominant, DeepSeek’s rapid growth shows that challengers can quickly capture market share, highlighting the risk of commoditization in the chatbot space.
By Alex Kantrowitz
Alex Kantrowitz is a writer, author, journalist and on-air contributor for MSNBC. He has written for a number of publications, including The New Yorker, The New York Times, CMSWire and Wired, among others, where he covers the likes of Amazon, Apple, Facebook, Google, and Microsoft. Kantrowitz is the author of “Always Day One: How the Tech Titans Plan to Stay on Top Forever,” and founder of Big Technology. Kantrowitz began his career as a staff writer for BuzzFeed News and later worked as a senior technology reporter for BuzzFeed. Kantrowitz is a graduate of Cornell University, where he earned a Bachelor of Science degree in Industrial and Labor Relations. He currently resides in San Francisco, California. Connect with Alex Kantrowitz: