Regarding Google, recently there's been this opinion about Gemini overtaking ChatGPT.
I found this post on X with the following caption:
"Gemini moved from 6% to 22% of GenAI web traffic in a year while ChatGPT dropped from 87% to 65% which to me shows user changing behavior. Gemini shows up where questions already live inside Search, Chrome, Android & Workspace so new AI usage does not require a new habit, a new app or a new URL but it simply shows up."
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But I wonder the real reason behind this rise in traffic could be something else. Gemini has offered 18 months of free* subscription to Pro for Indian users.
(UPDATE: Some clarifications on the Gemini Pro "free" offer. Not all Indians get Gemini Pro for free. People who use Jio (a telecom provider, the Indian equivalent of T-Mobile, Verizon ), get 18 months of access to Gemini Pro "including Gemini 3 Pro, 2TB Google One storage, NotebookLM, and advanced image/video generation via Nano Banana/Veo 3.1".
Jio has about 40-41% Market share in India, highest of any other telecom provider.)
And it's one of the largest markets. So the rise in traffic could simply be because of that.
So, it may not be because of Geminis superior tech or access to Search, Chrome, Android & Workspace. It's simply due to free subscriptions. In that case, there's a good chance that these numbers could drop once the free offering ends, given how price sensitive Indians are.