The consumer AI race added more runners in September, and the leaders kept their pace. OpenAI’s ChatGPT hit 664 million mobile daily active users, while Google’s Gemini reached 151 million, according to Sensor Tower data cited by Bank of America analyst Justin Post. Meanwhile, Meta’s brand-new agent app, Muse, climbed to 1.96 million mobile daily users within weeks of launching. The September scorecard ChatGPT’s 664 million mobile daily users represent a 7% gain from August and a 69% jump from a year earlier. Gemini’s 151 million mobile daily users mark an 11% month-over-month rise and a 321% increase year over year. The broader usage figures tell a similar story. OpenAI said on September 29, 2026 that ChatGPT has 1.2 billion weekly users. Google’s Gemini app passed 1 billion monthly users in August 2026. Meta’s Muse bets on doing, not chatting Muse launched on September 8 as a personal AI agent. By October 5, it had reached 1.96 million mobile daily users, per the same Sensor Tower data. The app runs on Meta’s Muse Spark model. It is built to handle errands like managing email, booking reservations, and working toward goals a user sets. Bank of America’s report frames this as part...
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