📈 ChatGPT just lost its majority for the first time ever!

Also Grok Imagine Video 1.5 just outranked Sora, Veo, and every AI video model...

Jun 22, 2026

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Happy Monday, everyone 👋 Rui and Luis here.

For the first time ever, ChatGPT dropped below 50% market share as Gemini and Claude surged to record user counts. Plus, xAI’s Grok Imagine Video 1.5 just topped every AI video leaderboard, and SpaceX closed the largest startup acquisition in history.

(Read time - 5 minutes)

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⭐ Big Story → ChatGPT Falls Below 50% Market Share for the First Time as Gemini and Claude Surge

A new Sensor Tower report reveals ChatGPT’s share of the global AI assistant market fell to 46.4% as of May 2026, the first time it has dipped below 50% since the category launched in November 2022.

🔍 Highlights:

📉 ChatGPT’s share dropped from 65.3% in December 2024 to 52.8% in December 2025 to 46.4% by May 2026, a steady decline as the overall AI market expands
📱 Google Gemini grew from 533M to 662M monthly users in five months, driven by deep integration into Android, Search, and Workspace
🚀 Claude quadrupled from 60M to 245M monthly users since December 2025, powered by Anthropic’s enterprise push and the Fable 5 launch
📊 ChatGPT is still growing in absolute terms (1.05B to 1.11B), but the market is expanding faster, meaning OpenAI’s dominance is eroding

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🔥 Quick Hits

📹 xAI released Grok Imagine Video 1.5, which now sits at #1 on the Image-to-Video Arena leaderboard, beating Sora 2, Veo 3.1, and Kling in blind user testing. (continue reading)

🚀 SpaceX signed a $60 billion all-stock deal to acquire Anysphere, the maker of Cursor, just days after SpaceX’s blockbuster IPO. (continue reading)

🏠 Google announced the Google Home Speaker, its first standalone smart speaker in six years, launching June 25 at $99.99. (continue reading)

⚠️ Update: Anthropic’s Fable 5 and Mythos 5 remain disabled after the US government issued an export control directive on June 12 over a jailbreak vulnerability. (continue reading)

🎯 Creator Spotlight

Great prompt shared by @azed_ai on X:

Prompt:

Create an ultra-detailed hyper-realistic aerial editorial photograph of a massive oversized [food item / object / product] strapped onto a moving flatbed truck on an empty city street, surreal scale contrast, realistic transport straps under tension, highly detailed surface texture on the oversized object, believable mass and volume, realistic truck proportions, clean urban road composition, top-down or high-angle perspective, minimal surroundings, soft daylight, natural shadows, crisp focus, premium advertising photography style, photorealistic, 8k, no watermark, no extra text.