Google’s Gemini leads India’s AI chatbot race, can AGR relief save Vi, and Netflix's stellar Q4

2024 could well go down as the year that chatbots went mainstream, with consumer interest in AI language model apps skyrocketing globally. While OpenAI’s ChatGPT—as synonymous with chatbots today as Google is with search—largely dominated worldwide, its share in India (and a few other emerging markets) lagged behind Google’s Gemini. 

Data from market intelligence firm Sensor Tower reveals that Google Gemini accounted for more than half of India’s AI chatbot downloads last year, capturing a 52% market share ahead of ChatGPT’s 32%. The latter saw a sharp decline from the year-ago period when its market share in India was at 67%.

“From students to developers and many other curious minds, people in India are embracing Gemini's capabilities to enhance their productivity, learning, and creativity in everyday life,” Amar Subramanya, VP, Engineering, Gemini Experiences at Google, wrote in an earlier blog. “The app allows you to type, talk, or even add an image to get the assistance you need,” he added. 

Other AI chatbots, including Perplexity, Copilot (owned by Microsoft), Claude, Character AI, ChatOn, etc., make up the remainder (16%) of the market. It’s not just in India, though, that ChatGPT’s share declined; similar trends were observed in Brazil and other Latin American (LatAm) markets too, with a host of local AI chatbots (Nova, for instance) gaining ground. In LatAm, ChatGPT had a 42% market share in Q3 2024—its lowest across world regions.