Not long ago, ChatGPT hit a wall the moment a question fell outside its training data. Today, it searches the web to answer almost anything, and that shift is winning over users.
At a fireside chat in New York City, Adam Fry, ChatGPT’s consumer product lead, shared that an internal OpenAI analysis found ChatGPT now handles roughly one-fifth as many queries as Google, which has dominated search for decades. To put that in perspective, Google dominates about 90% of the worldwide search market, while its closest rival, Bing, has just over 5%. That means ChatGPT’s query volume would be more than three times Bing’s.
"What people came to ChatGPT to start, if you go back about two years, was really like writing help and coding help, and those wouldn't be things that you really search for, but what we've seen over the last year is people have really sort of grown into all these other topics," added Fry.
That growth is indicative of ChatGPT's overall popularity, which has grown from one billion to 1.2 billion users in the last two months. Other features OpenAI has developed to continue to improve the ChatGPT experience have also continued to gain traction, such as voice mode, allowing users to naturally hold conversations with ChatGPT, which now has 250 million weekly active users, and image generation, which generates 1.5 billion images per week.
While the Voice Mode experience isn't widely adopted, with only 20% of users relying on it, Fry explained it is important for the team to continue to build on it as users who start using voice mode continue to use voice mode and dictation for interacting with ChatGPT. A big bottleneck, Fry explains, is simply the user's ability to discover the tool, which OpenAI hopes to improve. Additionally, on Tuesday, OpenAI announced that Voice Mode is expanding to the ChatGPT Finances experience.
The improvements don't end there, including the long-awaited change in the works: finally combining the "Chat" and "Work" tabs. Currently, the two tabs add a layer of friction to make users choose between a conversation and a task, which can be confusing. Fry shared that OpenAI plans to bring them together into one interface, with the model inferring whether you want a quick reply or a longer, agentic task. TechCrunch has already reported that OpenAI is rolling out this redesigned experience to select users for feedback before it is rolled out widely, meaning that it could be coming to users soon.
Our Deeper View
While ChatGPT's growth is likely due to the constant improvements that OpenAI makes to the user experience, it's also worth mentioning a major change that could have had the opposite effect: ads. Realistically, nobody likes when ads are shoehorned into a platform, but OpenAI's rollout of ads in ChatGPT has not seemed to hurt its user numbers. As a matter of fact, Fry explained that many people are finding it useful in certain settings, such as for hotel bookings, as it's helping them find what they need more quickly. Part of this success, and what OpenAI has done really well, is putting a lot of thought into user intent, privacy and ad placement integrity, as my colleague Nat Rubio-Licht explains in a recent feature. For instance, the company claims it does not share any of your data with the ad companies, and ads are only shown on queries that seem appropriate, not those of a sensitive matter. Ultimately, OpenAI understands what rivals like Meta seem to be missing: User trust is hard-won and easily lost, and no amount of ad revenue is worth that cost. Getting ads right by nailing user trust and utility from the start only serves to aid OpenAI on its path to upending Google's search dominance and becoming the go-to for consumer-facing AI.