Inside the genAI traffic pattern that’s causing ChatGPT to lose out

This sponsored article by Sensor Tower will explore AI agents and traffic trends.

Written by: Lucy Greider, Manager, Digital & Content Marketing, Sensor Tower

Generative AI (genAI) has become a media category unto itself. Large language models (LLMs) like ChatGPT are growing faster than anything else on the web, spending aggressively, and attracting a user base that continues to diversify. But while OpenAI is generally hailed as the kingpin in the space, the reality is a bit more nuanced. The data shows a malleable, multi-platform audience with brand preferences that aren’t as sticky as they may seem—and major players that are adopting very different strategies to reach them.

AI Assistants were the breakout web category of 2025, with a staggering 86% explosion in traffic. Even as nearly every major web subgenre saw a decline in time spent (including Browsers & Search Engines (-7%), Education & Jobs (-13%) and Email (-16%), AI Assistants experienced impressive +101% YoY growth, ranking as a top five subcategory. ChatGPT is now the seventh-most-visited website globally. This shouldn’t be seen as a trend anymore; it’s the new state of affairs.

Outbound to Claude: Shifting allegiances among AI users

The flow of traffic to and from AI Assistant sites illuminates the ways in which audiences move fluidly across these platforms, rather than locking themselves into one favored LLM. For instance, from April to May of 2026, ChatGPT users flowed to Claude at nearly 50% month-over-month growth. Over the past six months (as of writing), Claude visits made up 2.1% of ChatGPT’s outbound traffic. Over the past thirty days, that share has grown to 3.2%—making Claude.ai the fifth most popular site users visit after leaving ChatGPT.com.

To dig further into this trend, we can look at audience overlap for the two brands. Users who have the ChatGPT app downloaded are 2.37 times more likely to use Claude than the general population. A full 6.4% of ChatGPT app users also have Claude on their phones.

Beyond the tech bro: AI’s expanding audience

Audience demographics are also shifting in other ways, as adoption of AI Assistants continues to accelerate into the mainstream. The ChatGPT user base, for example, is rapidly evolving beyond the persona of the typical early adopter—often male, often in tech. Examining the affinity of the app with various consumer personas, we can observe that popularity with World Travelers is up 11% over the last six months, and is also on the rise for Sneakerheads (+7%), Gamblers (+7%), Gig Workers (+6%), and Frequent Flyers (+6%). Job & Education and Software are still the leading ad categories ChatGPT users are exposed to, but that field is diversifying as well.

How the category spends, and where OpenAI diverges

But, which ad strategies do top AI Assistants actually use to reach this varied spread of consumers? Overall, genAI ad spend is up 50% in the last six months, and budget within the space is generally very diversified. The top three channels by spend for the GenAI category (Instagram, Facebook, and YouTube) only account for 49% of ad budget, while pulling in 62% of impressions. ChatGPT strays from the crowd here with significant investment on linear TV (17% vs. a category average of 8%) and under-indexes on LinkedIn (2% vs. 13%). It seems the OpenAI heavy-hitter is making a mass market play, while competitors lean more heavily into the professional crowd.

In 2026, understanding genAI takes more than glancing at the downloads charts. Sensor Tower gives you the full picture—audience behavior, traffic flows, ad strategy, and more—across the entire digital ecosystem.

Want more insights on AI’s impact across the net? Download State of Web 2026.

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