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AI MAU growth across (per SensorTower)
In 3Q26, Claude’s global MAUs jumped 1260% YoY, the largest increase across the cohort, followed by Meta AI and Gemini at 675% and 166% YoY, respectively. Despite its size, ChatGPT saw 70% YoY growth in 3Q26, while Perplexity saw MAUs fall 5% YoY.
ChatGPT lags Claude on YoY MAU growth, it is by far the largest app on a global basis with 1.4bn MAUs in 3Q26, comprising more than 60% of the cohort’s MAU share. With ~26% share or 591mn MAUs, Gemini is a distant second, followed by Claude with 4%.
Nearly 50% of Claude US app users also used the LinkedIn app in the last six months, highlighting its strong affiliation with business professionals.
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AI agents can read your content. They should be able to pay for it, too.
@MichaelTremante maps out how discovery and x402 payments fit together, with site owners deciding what’s free, paid, or off-limits.
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AI demand is driving up a hidden Apple cost that shoppers may eventually feel.
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