In the face of the impact from Gemini, is OpenAI continuously "bleeding"?

Wallstreetcn
2026.01.07 00:40
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According to SimilarWeb data, since the release of Gemini 3, ChatGPT's traffic has decreased by 22% over the past 6 weeks, with the average daily visitor count dropping from about 203 million to approximately 158 million. Tech industry executive Deedy believes this may be related to the holiday off-season, while Gemini's visitor count remains stable, accounting for about 40% of ChatGPT's. UBS pointed out that only with the real update (GPT-6) launched in the first quarter of 2026 can the doubts about Google Gemini be quelled