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June 1, 2025

Strong User Growth Raises the Stakes for AI Platform Monetization

Strong User Growth Raises the Stakes for AI Platform Monetization

Note

Generative AI (genAI) systems interpret user input to output text or media. Examples include generative pretrained transformer (GPT) tools such as ChatGPT, Google Gemini, and Microsoft Copilot, as well as other genAI tools such as Grammarly and Character.AI. Embedded genAI in search engines such as ... Google's AI Overview or Bing's Deep Search is excluded.

Methodology

Estimates are based on the analysis of survey and web traffic data from research firms and regulatory agencies; historical trends; and country-specific demographic and socioeconomic factors.