Just six months ago, many AI products felt like experiments. Today, the consumer AI market has clearly formed: key players are solidifying their positions, audiences are growing, and competition is intensifying.
The Numbers Confirm the Growth
The data shows a clear trend of maturation and user adoption:
- ChatGPT now has 400 million weekly users, a two-fold increase from six months ago. The fact that 175 million of them use the mobile app shows AI is becoming a fixture in daily routines.
- 17 new AI products have broken into the top 50 web services in the last six months alone.
- AI video has reached a new level of maturity, with platforms like Hailuo, Kling, and Sora establishing their own dedicated audiences.
From Hype to Real Revenue
We are witnessing the tangible conversion of hype into real money. The market is not just growing in users, but in profitability.
- AI photo and video editors currently represent 20% of the most profitable AI products.
- Niche categories like AI dictation, music, education, and fitness are leading in terms of ARPU (Average Revenue Per User), even if they don’t have the largest user bases.
Rapid monetization is becoming the new benchmark for success:
- Bolt achieved a $20 million annual revenue run rate (ARR) in just two months.
- Lovable secured a $17 million ARR within its first three months.
- DeepSeek acquired 10 million users in just 20 days, capturing an audience equivalent to 15% of ChatGPT’s mobile users.
The consumer AI market has officially matured. The winners are no longer just those who attract an audience quickly, but those who can effectively retain and monetize it. The next wave will be defined by AI that integrates deeply into our lives to provide real, sustained value, moving far beyond simple curiosity.