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Omitted: the free-text notes of the internal check passes and of rating reconciliations, and the location of the internal card review; references to local evidence files and to internal method decisions are replaced by plain descriptions.","roster":{"members":[{"entityId":"alphabet","slot":"importance","since":"2026-10-22"},{"entityId":"openai","slot":"importance","since":"2026-10-22"},{"entityId":"bytedance","slot":"importance","since":"2026-10-22"},{"entityId":"baidu","slot":"importance","since":"2026-10-22"},{"entityId":"amazon","slot":"importance","since":"2026-10-22"},{"entityId":"alibaba","slot":"importance","since":"2026-10-22"},{"entityId":"anthropic","slot":"importance","since":"2026-10-22"},{"entityId":"deepseek","slot":"importance","since":"2026-10-22"},{"entityId":"oppo","slot":"importance","since":"2026-10-22"},{"entityId":"microsoft","slot":"importance","since":"2026-10-22"}],"pending":{},"lastRun":"2026-10-22","resultsDate":"2026-10-22"},"card":{"schema":"5lc-index-card/1","key":"applications-consumer","layer":"applications","sublayer":"consumer","version":1,"scope":"AI products people use for themselves: general assistants (including ChatGPT, Gemini and Meta AI), AI answers in search, AI creation tools, and companion, learning and shopping assistants; business plans of general assistants count in Enterprise agents, model sales through APIs count in Models, and AI ranking of feeds and ads is not counted, because it has no usage measure comparable with the others.","outputMeasure":"Consumer use of AI products, counted in monthly active users: assistants, AI answers in search, AI creation tools and specialised assistants. 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(Kimi)","reachPct":0.10437,"importance":0.0260925,"importanceRank":39,"functions":[{"id":"general-assistants","weight":0.54,"sharePct":0.1678,"shareLowPct":0.10068,"shareHighPct":0.23492,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"ai-search","weight":0.36,"sharePct":0.0297,"shareLowPct":0,"shareHighPct":0.2967,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"creation-tools","weight":0.06,"sharePct":0.0413,"shareLowPct":0,"shareHighPct":0.4132,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"specialised-assistants","weight":0.04,"sharePct":0.0147,"shareLowPct":0,"shareHighPct":0.4412,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":39,"rankP10":37,"rankP90":40,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"iflytek","name":"iFLYTEK","reachPct":0.043606,"importance":0.0109015,"importanceRank":40,"functions":[{"id":"general-assistants","weight":0.54,"sharePct":0.0532,"shareLowPct":0.0178,"shareHighPct":0.1595,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"ai-search","weight":0.36,"sharePct":0.0059,"shareLowPct":0,"shareHighPct":0.1484,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"creation-tools","weight":0.06,"sharePct":0.0165,"shareLowPct":0,"shareHighPct":0.4132,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"specialised-assistants","weight":0.04,"sharePct":0.2941,"shareLowPct":0,"shareHighPct":5.8824,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":39,"rankP10":35,"rankP90":40,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null}],"selection":{"importanceIds":["alphabet","openai","bytedance","baidu","amazon","alibaba","anthropic","deepseek"],"risingIds":[],"filledFromImportance":["oppo","microsoft"]},"risingPools":{"growth":6,"shareChange":6,"committed":0},"weightSensitivity":[{"functionId":"general-assistants","end":"low","entered":[],"left":[]},{"functionId":"general-assistants","end":"high","entered":["huawei"],"left":["microsoft"]},{"functionId":"ai-search","end":"low","entered":["huawei"],"left":["microsoft"]},{"functionId":"ai-search","end":"high","entered":[],"left":[]},{"functionId":"creation-tools","end":"low","entered":[],"left":[]},{"functionId":"creation-tools","end":"high","entered":[],"left":[]},{"functionId":"specialised-assistants","end":"low","entered":[],"left":[]},{"functionId":"specialised-assistants","end":"high","entered":[],"left":[]}],"validation":[],"baseline":{"spearman":-1,"baselineTop10NotSelected":["canva","spacex"],"selectedNotInBaselineTop10":["alphabet","openai","bytedance","baidu","amazon","alibaba","anthropic","deepseek","oppo","microsoft"]},"raterAgreement":{"within":0.94,"weightedKappa":0.655963302752,"disagreements":[]}},"inputs":{"alphabet":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"alphabet","name":"Alphabet","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":8.9414,"central":14.9099,"high":21.3964,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (monthly users)","periodEnd":"2026-05-31","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T4","locator":"Sensor Tower State of AI 2026: Gemini 662 million monthly users, 27.7% of assistant users at the end of May 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Gemini app: Sensor Tower (T4) counts 662 million monthly users in May 2026 (True Audience, unique users across mobile app and web). Alphabet itself says the Gemini app now has 950 million monthly active users (Q2 2026 call, 22 Jul 2026, opened; https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/), a wider company count that includes use through Android and other Google surfaces; it sets the high end. Low end 397 million is the tier band (minus 40%). Share = 662 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 14.91%."},"ai-search":{"low":74.184,"central":74.184,"high":74.184,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"As reported 19 May 2026","periodEnd":"2026-05-19","source":{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","title":"I/O 2026: Welcome to the agentic Gemini era","publisher":"Google (The Keyword), Sundar Pichai","publishedDate":"2026-05-19","accessedDate":"2026-10-22","tier":"T2","locator":"'AI Overviews now has over 2.5 billion monthly active users'; AI Mode 'surpassed 1 billion monthly active users'; Gemini app 'surpassed 900 million'"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. The company says AI Overviews has 'over 2.5 billion monthly active users' (I/O 2026, 19 May 2026). AI Mode ('surpassed 1 billion monthly active users', also in the Q2 2026 remarks) is part of the same Search experience, so 2.5 billion is used once, as in the card. Share = 2,500 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 74.18%."},"creation-tools":{"low":0,"central":1.6529,"high":8.2645,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. A16z (opened) lists Google Labs (rank 25 on the web list) and says Nano Banana generated 200 million images; image and video generation in the Gemini app is counted in General assistants. Central 20 million, high 100 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":3.6765,"high":11.7647,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. A16z (opened) lists NotebookLM on the top-50 web list; no user count is published. Central 25 million, high 80 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":3},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c14631abcf579552bb2dc5516e089aa1530593cf7aa01fbeadcaf3f91f5fffe4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c14631abcf579552bb2dc5516e089aa1530593cf7aa01fbeadcaf3f91f5fffe4"}},"priorShares":{"general-assistants":{"low":12.4932,"central":12.4932,"high":12.4932,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2025/","title":"Q2 earnings call: CEO's remarks","publisher":"Google (The Keyword), Sundar Pichai","publishedDate":"2025-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"'The Gemini App now has more than 450 million monthly active users' (Q2 2025 call, 23 Jul 2025); 950 million in the Q2 2026 call"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 313.6 million. Alphabet says the Gemini app grew from more than 450 million (Q2 2025) to 950 million (Q2 2026) monthly users, a factor of 2.11, applied to the Sensor Tower count. Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 313.6 / 2,510 = 12.49%."},"ai-search":{"low":74.0741,"central":74.0741,"high":74.0741,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2025/","title":"Q2 earnings call: CEO's remarks","publisher":"Google (The Keyword), Sundar Pichai","publishedDate":"2025-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"'AI Overviews now has over 2 billion monthly users' (Q2 2025 call, 23 Jul 2025); 'over 2.5 billion monthly active users' at I/O 2026"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 2000 million. Alphabet says AI Overviews grew from over 2 billion monthly users (Q2 2025) to over 2.5 billion (May 2026), a factor of 1.25. Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 2000 / 2,700 = 74.07%."},"creation-tools":{"low":1.6507,"central":1.6507,"high":1.6507,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; produ"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 15.68 million. No prior-year figure was found for Alphabet's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 15.68 / 950 = 1.651%."},"specialised-assistants":{"low":3.6765,"central":3.6765,"high":3.6765,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; produ"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 11.76 million. No prior-year figure was found for Alphabet's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 11.76 / 320 = 3.676%."}},"activityGrowth":{"current":{"low":950000000,"central":950000000,"high":950000000,"unit":"users","basis":"Gemini app monthly active users, company-reported","period":"Q2 2026","periodEnd":"2026-06-30","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/","title":"Alphabet earnings call Q2 2026: Sundar Pichai remarks","publisher":"Google (The Keyword)","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T2","locator":"'the Gemini app, which now has 950 million monthly active users, with daily active users tripling in the last year'"}},"prior":{"low":450000000,"central":450000000,"high":450000000,"unit":"users","basis":"Gemini app monthly active users, company-reported","period":"Q2 2025","periodEnd":"2025-06-30","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2025/","title":"Q2 earnings call: CEO's remarks","publisher":"Google (The Keyword), Sundar Pichai","publishedDate":"2025-07-23","accessedDate":"2026-10-22","tier":"T2","locator":"'The Gemini App now has more than 450 million monthly active users' (a floor)"},"note":"The company says 'more than 450 million', so the prior is a floor and the growth factor (2.11) is a ceiling for the Gemini app. Both figures are Alphabet's own statements."}}},"openai":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"openai","name":"OpenAI","kind":"private","commercialActivityVerified":true,"shares":{"general-assistants":{"low":25,"central":25,"high":25,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (monthly users)","periodEnd":"2026-05-31","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T4","locator":"Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' for ChatGPT, Gemini 662 million, Claude 245 million; True Audience shares 46.4%, 27.7%, 10.3% at the end of May 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. ChatGPT: Sensor Tower (T4) counts more than 1.1 billion monthly users in May 2026, as unique users across mobile app and web. The mobile app alone reached 1.0 billion that month (Sensor Tower via Tech Times, 5 Jun 2026, opened). OpenAI itself reports weekly, not monthly, users: 900 million in February 2026 (TechCrunch, 27 Feb 2026, opened). OpenAI's own later figure on openai.com could not be opened (HTTP 403) and is not used. The point value takes the tier band of plus or minus 40% (666 to 1,554 million), which spans the app-only count and a monthly figure implied by 900 million weekly users. Share = 1,110 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 25%."},"ai-search":{"low":0,"central":0.8902,"high":4.451,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. ChatGPT's search is a feature inside ChatGPT, counted once in General assistants (card convention). Allowance for use that reaches ChatGPT search through search-engine surfaces (the Atlas browser, browser search defaults); a16z (opened) describes ChatGPT as the starting point for browsing and shopping and notes the Atlas browser. Central 30 million, high 150 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.4132,"high":3.3058,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","title":"The AI Video Apps Gaining Ground After OpenAI's Sora Shutdown","publisher":"Bloomberg News (Natalie Lung), via Bloomberg Law","publishedDate":"2026-04-01","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'Kling AI was leading in global monthly active users, averaging 7.8 million in March compared with 4.7 million for Sora' (Sensor Tower data); OpenAI said it would shutter Sora"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. OpenAI said in late March 2026 that it would shut its Sora video app (Bloomberg News, opened); ChatGPT image generation is counted in General assistants. Central 5 million, high 40 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":1.4706,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. ChatGPT health, study and shopping features are counted in General assistants. Allowance for dedicated entry points; a16z (opened) lists 85+ ChatGPT apps in travel, shopping, health and lifestyle. Central 10 million, high 60 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b8f318e9a2ac5cb3ea19d9d05b2f5ad3a0f06d346a951ed5025b1a58ddb6b631"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b8f318e9a2ac5cb3ea19d9d05b2f5ad3a0f06d346a951ed5025b1a58ddb6b631"}},"priorShares":{"general-assistants":{"low":27.2982,"central":27.2982,"high":27.2982,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-05-31","source":{"url":"https://www.techtimes.com/articles/317841/20260605/chatgpt-reaches-1-billion-app-users-claudes-640-growth-splits-session-time.htm","title":"ChatGPT Reaches 1 Billion App Users: Claude's 640% Growth Splits Session Time","publisher":"Tech Times (Richard L. Wells)","publishedDate":"2026-06-05","accessedDate":"2026-10-23","tier":"T5","locator":"ChatGPT's \"62% growth rate during the same period\" (Sensor Tower mobile app MAU, Q2 2026), set beside Claude's roughly 640% year-over-year growth"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 685.2 million. ChatGPT's monthly users grew 62% (Sensor Tower, mobile app MAU; Tech Times, 5 Jun 2026, opened, gives it as ChatGPT's growth \"during the same period\" as Claude's roughly 640% year-over-year rise in Q2 2026); the factor 1.62 is applied to the True Audience count. Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 685.2 / 2,510 = 27.3%."},"ai-search":{"low":0.8889,"central":0.8889,"high":0.8889,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; produ"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 24 million. No prior-year figure was found for OpenAI's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 24 / 2,700 = 0.8889%."},"creation-tools":{"low":0.4127,"central":0.4127,"high":0.4127,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","title":"The AI Video Apps Gaining Ground After OpenAI's Sora Shutdown","publisher":"Bloomberg News (Natalie Lung), via Bloomberg Law","publishedDate":"2026-04-01","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'Kling AI was leading in global monthly active users, averaging 7.8 million in March compared with 4.7 million for"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 3.92 million. No prior-year figure was found for OpenAI's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 3.92 / 950 = 0.4127%."},"specialised-assistants":{"low":1.4706,"central":1.4706,"high":1.4706,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; produ"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 4.706 million. No prior-year figure was found for OpenAI's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 4.706 / 320 = 1.471%."}},"activityGrowth":{"current":{"low":900000000,"central":900000000,"high":900000000,"unit":"users","basis":"ChatGPT weekly active users, company-reported","period":"February 2026","periodEnd":"2026-02-27","source":{"url":"https://techcrunch.com/2026/02/27/chatgpt-reaches-900m-weekly-active-users","title":"ChatGPT reaches 900M weekly active users","publisher":"TechCrunch","publishedDate":"2026-02-27","accessedDate":"2026-10-22","tier":"T2","locator":"'ChatGPT has reached 900 million weekly active users'"},"note":"Weekly, not monthly, users: OpenAI reports no monthly count. The same weekly series is used for both ends. Paying subscribers were 50 million in the same release (verified commercial activity)."},"prior":{"low":400000000,"central":400000000,"high":400000000,"unit":"users","basis":"ChatGPT weekly active users, company-reported","period":"February 2025","periodEnd":"2025-02-20","source":{"url":"https://techcrunch.com/2025/02/20/openai-now-serves-400-million-users-every-week/","title":"OpenAI now serves 400M users every week","publisher":"TechCrunch (Romain Dillet)","publishedDate":"2025-02-20","accessedDate":"2026-10-22","tier":"T2","locator":"'telling CNBC that it now has 400 million weekly active users'"}}}},"bytedance":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"bytedance","name":"ByteDance","kind":"private","commercialActivityVerified":true,"shares":{"general-assistants":{"low":8.2883,"central":8.9414,"high":9.9099,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"June 2026 (monthly users)","periodEnd":"2026-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile H1 2026 report: 'in June 2026, the MAUs of Doubao, Qianwen, and DeepSeek reached 382 million, 167 million, and 129 million respectively'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Doubao: QuestMobile counts 382 million monthly users in mainland China in June 2026 (36Kr H1 report; TechNode gives the same figure, opened). The earlier May ranking had 368 million (36Kr, opened), the low end. CiCi (Doubao outside China, on the a16z mobile top 50, no figure) is about 15 million, a T5 judgement. Central 382 + 15 = 397 million; high 440 million. Verified commercial activity: Doubao launched paid plans on the App Store on 4 May 2026 and a professional paid version on 24 June (36Kr, opened). Share = 397 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 8.941%."},"ai-search":{"low":0,"central":1.7804,"high":5.9347,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Douyin and Toutiao search with Doubao answers; ByteDance reports no AI-search user count. a16z (opened) lists Doubao and CiCi but not search. Central 60 million, high 200 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":15.2066,"central":29.7521,"high":42.9752,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-01-31","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) for AI-feature use in CapCut and other ByteDance tools. a16z (opened) gives CapCut 736 million monthly active mobile users (Sensor Tower, January 2026) and says its most popular features, such as background removal, AI effects, auto-captions and text-to-video, rely on AI. Assumed 25 to 60% of CapCut users use an AI feature in a month (central 45%): 736 x 0.45 = 331 million, plus about 30 million for Jimeng/Dreamina and Hypic (a16z lists Hypic): 361 million, taken as 360 million. Low 184 million is 25% of CapCut's 736 million without the 30 million; high 520 million is wider than 60% of 736 million plus 30 million (472 million), because 736 million counts mobile users only (a16z, Sensor Tower) and CapCut also has web and desktop users, a T5 judgement. Share = 360 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 29.75%."},"specialised-assistants":{"low":1.4706,"central":3.6765,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-06-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for Gauth, the homework helper (on a16z's mobile top 50). UC Strategies (opened) reports a peak of 1.39 million daily users (Futunn) and about 2 million peak daily users in 2024 (ChinaTalk), so monthly users are of the order of 10 to 60 million. Share = 25 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 3.676%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":3},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918ae87e9011df6ab210d36ae2c282fdcad86800dac57e7ce31f1154ca0287bd"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918ae87e9011df6ab210d36ae2c282fdcad86800dac57e7ce31f1154ca0287bd"}},"priorShares":{"general-assistants":{"low":5.9313,"central":5.9313,"high":5.9313,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T5","locator":"Doubao 'year-on-year growth rates ... Doubao saw a 172.1% increase'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 148.9 million. QuestMobile: Doubao's monthly users grew 172.1% year on year (36Kr H1 report, opened); CiCi, the rest of ByteDance's count, has no prior-year figure. Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 148.9 / 2,510 = 5.931%."},"ai-search":{"low":1.7778,"central":1.7778,"high":1.7778,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; produ"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 48 million. No prior-year figure was found for ByteDance's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 48 / 2,700 = 1.778%."},"creation-tools":{"low":29.7123,"central":29.7123,"high":29.7123,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-01-31","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobil"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 282.3 million. No prior-year figure was found for ByteDance's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 282.3 / 950 = 29.71%."},"specialised-assistants":{"low":3.6765,"central":3.6765,"high":3.6765,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 11.76 million. No prior-year figure was found for ByteDance's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 11.76 / 320 = 3.676%."}},"activityGrowth":{"current":{"low":368000000,"central":368000000,"high":368000000,"unit":"users","basis":"Doubao monthly active users in mainland China, QuestMobile","period":"May 2026","periodEnd":"2026-05-31","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T4","locator":"'Doubao still led by a wide margin, with a monthly active user count of 368 million and a year-on-year growth rate of 182%'"}},"prior":{"low":130500000,"central":130500000,"high":130500000,"unit":"users","basis":"Doubao monthly active users in mainland China, QuestMobile","period":"May 2025 (derived)","periodEnd":"2025-05-31","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T4","locator":"'a year-on-year growth rate of 182%'"},"note":"Derived: 368 million / (1 + 1.82) = 130.5 million. The June 2026 count (382 million, +172.1%) gives a ratio of 2.72; the May pair is used because both ends come from one article."}}},"baidu":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"baidu","name":"Baidu","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.1126,"high":1.8018,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","title":"Baidu「Ernie Assistant」、MAUが2億人超　WSJ報道","publisher":"DigitalToday","publishedDate":"2026-01-21","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Reports the Wall Street Journal of 20 January 2026: Ernie Assistant passed 200 million MAU, built into Baidu's search app and PC service"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. For a standalone Ernie app; Ernie Assistant is built into Baidu's search app and is counted in AI answers in search. Central 5 million, high 80 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":5.9347,"central":8.3086,"high":13.3531,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"January 2026 (Ernie Assistant) and later (estimate)","periodEnd":"2026-06-30","source":{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","title":"Baidu「Ernie Assistant」、MAUが2億人超　WSJ報道","publisher":"DigitalToday","publishedDate":"2026-01-21","accessedDate":"2026-10-22","tier":"T3","locator":"WSJ via DigitalToday: Ernie Assistant passed 200 million monthly active users (reported 20 Jan 2026); Baidu Q2 2026 results: 'Baidu App's MAUs reached 644 million in June 2026'"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. Ernie Assistant, built into the Baidu app: the Wall Street Journal reported on 20 Jan 2026, via DigitalToday (opened), that it passed 200 million monthly users (a floor, T3). Baidu's Q2 2026 results (Form 6-K, opened) give 644 million monthly users for the Baidu App in June 2026 (a ceiling for the app's AI answers) and no Ernie Assistant count. Central 280 million is a judgement (the floor plus growth since January); low 200; high 450 (about 70% of the app's users). Share = 280 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 8.309%."},"creation-tools":{"low":0,"central":0.1653,"high":3.3058,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","title":"Baidu「Ernie Assistant」、MAUが2億人超　WSJ報道","publisher":"DigitalToday","publishedDate":"2026-01-21","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Reports the Wall Street Journal of 20 January 2026: Ernie Assistant passed 200 million MAU, built into Baidu's search app and PC service"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Image generation inside Ernie. Central 2 million, high 40 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.2941,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","title":"Baidu「Ernie Assistant」、MAUが2億人超　WSJ報道","publisher":"DigitalToday","publishedDate":"2026-01-21","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Reports the Wall Street Journal of 20 January 2026: Ernie Assistant passed 200 million MAU, built into Baidu's search app and PC service"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Health and shopping answers inside Ernie. Central 2 million, high 60 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"52e89b9564f8cbb82c65925c667b05cd975c8dba041d71b9dae91df7daa6578c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"52e89b9564f8cbb82c65925c667b05cd975c8dba041d71b9dae91df7daa6578c"}}},"amazon":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"amazon","name":"Amazon","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":2.2523,"central":4.5045,"high":9.009,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Q2 2026 (estimate)","periodEnd":"2026-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ... active users nearly doubling'; 'hundreds of millions of customers are using new Alexa experiences'; page dated 7 August, call held 30 July"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5) for Alexa+ and the new Alexa experiences. The company says 'hundreds of millions of customers are using new Alexa experiences' (Q2 2026 call, 30 Jul 2026, opened), without a monthly figure or a period. 'Hundreds of millions' read as at least 200 million over an unstated period; monthly users assumed 100 to 400 million, central 200 million. Share = 200 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 4.505%."},"ai-search":{"low":0,"central":0.1484,"high":1.1869,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ... active users nearly doubling'; 'hundreds of millions of customers are using new Alexa experiences'; page dated 7 August, call held 30 July"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Product search on Amazon with AI summaries; the shopping assistant is counted in Companion, learning and shopping assistants. Central 5 million, high 40 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0165,"high":0.8264,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ... active users nearly doubling'; 'hundreds of millions of customers are using new Alexa experiences'; page dated 7 August, call held 30 July"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Amazon Lens and image tools are shopping aids; no creation-tool user figure. Central 0.2 million, high 10 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":10.2941,"central":19.1176,"high":32.3529,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Q2 2026 (estimate)","periodEnd":"2026-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ... active users nearly doubling'; 'hundreds of millions of customers are using new Alexa experiences'; page dated 7 August, call held 30 July"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for the Rufus / Alexa for Shopping assistant. The company says over 350 million customers used Alexa for Shopping in the last 12 months, with active users nearly doubling and interactions up over 5x year on year (Q2 2026 call, opened). Earlier: Rufus was used by 300 million customers in 2025 and its monthly active users were up 115% year on year in Q1 2026 (Modern Retail, 30 Apr 2026, opened). The 12-month customer count is not a monthly figure; monthly users assumed 20 to 60% of 350 million (central 37%): 130 million. Verified activity: customers who use it spend over 40% more per order (same call). Share = 130 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 19.12%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f292221a9669d408c3b5d950c632673083bb8a0da5c2ac9ea7c27b4286a63e44"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f292221a9669d408c3b5d950c632673083bb8a0da5c2ac9ea7c27b4286a63e44"}},"priorShares":{"general-assistants":{"low":4.508,"central":4.508,"high":4.508,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ... active users nearly doubling'; 'hundreds of millions of customers are using new Ale"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 113.2 million. No prior-year figure was found for Amazon's users in this part, so they are assumed to have grown like the part's other products (1.77x). Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 113.2 / 2,510 = 4.508%."},"ai-search":{"low":0.1481,"central":0.1481,"high":0.1481,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ."},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 4 million. No prior-year figure was found for Amazon's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 4 / 2,700 = 0.1481%."},"creation-tools":{"low":0.0165,"central":0.0165,"high":0.0165,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Andy Jassy's prepared remarks: Alexa for Shopping 'Over 350 million customers have used it in the last 12 months ."},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.1568 million. No prior-year figure was found for Amazon's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 0.1568 / 950 = 0.0165%."},"specialised-assistants":{"low":20.8333,"central":20.8333,"high":20.8333,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"'engagement accelerated in Q2, with active users nearly doubling and interactions up over 5x year-over-year'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 66.67 million. Amazon says active users of Alexa for Shopping nearly doubled year on year (Q2 2026 call, opened); a factor of 1.95 is used for 'nearly doubling'. Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 66.67 / 320 = 20.83%."}},"activityGrowth":{"current":{"low":195,"central":195,"high":195,"unit":"index","basis":"Alexa for Shopping active users, index with the year-earlier level = 100","period":"Q2 2026","periodEnd":"2026-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T2","locator":"'engagement accelerated in Q2, with active users nearly doubling and interactions up over 5x year-over-year'"},"note":"Amazon gives only the growth ('nearly doubling'), so the series is an index: 195 for 'nearly doubling', 100 for the year before."},"prior":{"low":100,"central":100,"high":100,"unit":"index","basis":"Alexa for Shopping active users, index with the year-earlier level = 100","period":"Q2 2025","periodEnd":"2025-06-30","source":{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","title":"Amazon (AMZN) Q2 2026 Earnings Call Transcript","publisher":"The Motley Fool (call of 30 July 2026)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T2","locator":"year-earlier base of the index"}}}},"alibaba":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"alibaba","name":"Alibaba","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":3.6486,"central":3.7613,"high":6.6441,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"June 2026 (monthly users)","periodEnd":"2026-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile H1 2026 report: Doubao, Qianwen and DeepSeek 'reached 382 million, 167 million, and 129 million'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Qwen app: QuestMobile counts 167 million monthly users in mainland China in June 2026 (36Kr H1 report; TechNode, opened); the earlier May ranking had 162 million (36Kr, opened), the low end. Alibaba's annual report (20-F, read in the local SEC copy) says 'In March 2026, consumer-facing Qwen has surpassed 295 million monthly active users across all platforms', which includes use through Alibaba's other apps; it sets the high end. Verified commercial activity: the Qwen app began selling paid tiers for its office assistant (RMB19 to RMB128 a month) on 10 August 2026 (TechNode, 11 Aug 2026; 36Kr, opened), and 36Kr's analysis of QuestMobile's May ranking (opened) cites 130 million users and 200 million orders from the app's Spring Festival campaign. Share = 167 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 3.761%."},"ai-search":{"low":1.1869,"central":2.9674,"high":5.3412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://www.quark.cn/","title":"夸克_AI旗舰应用官网","publisher":"Alibaba (Quark)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Quark's page (opened) describes AI search, a browser and AI tools; QuestMobile's May 2026 top-10 AI-native list (36Kr, opened) has Doubao, Qianwen, DeepSeek and Yuanbao as the top four"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5) for Quark's AI search. No Quark user count was opened. Evidence: Quark's page (opened) describes AI search, a browser and AI tools; QuestMobile's May 2026 ranking (36Kr, opened) does not place Quark among the four AI-native apps above 50 million, and classes AI search inside existing apps among 'AI app plugins' (644 million monthly users across the category, TechNode, opened). An estimate of the order of 100 million (low 40, high 180) allows for Quark being a large search and browser app of which only part of the audience uses AI answers. Share = 100 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 2.967%."},"creation-tools":{"low":0,"central":0.4132,"high":6.6116,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.quark.cn/","title":"夸克_AI旗舰应用官网","publisher":"Alibaba (Quark)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Quark AI search, browser, cloud drive and AI scanning tools"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Quark and Qwen image and video tools; no figure. Central 5 million, high 80 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.2941,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000119312526231755/baba-20260331.htm","title":"Alibaba Group Holding Ltd annual report on Form 20-F for the year ended 31 March 2026","publisher":"Alibaba Group (SEC)","publishedDate":"2026-05-20","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Qwen app paragraph: 'In March 2026, consumer-facing Qwen has surpassed 295 million monthly active users across all platforms' (read in the local SEC copy .cache/sec/alibaba)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. The Qwen shopping assistant is counted in General assistants; the annual report says Qwen app is integrated with Taobao, Tmall, Fliggy and Alipay. Central 2 million, high 60 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f8a9149f8364bd32101244da345f777699594eebdfc6e53b25597f73f9c2887e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f8a9149f8364bd32101244da345f777699594eebdfc6e53b25597f73f9c2887e"}},"priorShares":{"general-assistants":{"low":0.1129,"central":0.1129,"high":0.1129,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T5","locator":"'Qianwen's growth rate reached an astonishing 5792.9%'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 2.834 million. QuestMobile: the Qwen app's monthly users grew 5,792.9% year on year, from about 2.8 million (36Kr H1 report, opened; the app was renamed and relaunched in November 2025). Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 2.834 / 2,510 = 0.1129%."},"ai-search":{"low":2.963,"central":2.963,"high":2.963,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.quark.cn/","title":"夸克_AI旗舰应用官网","publisher":"Alibaba (Quark)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Quark's page (opened) describes AI search, a browser and AI tools; QuestMobile's May 2026 top-10 AI-native list (36Kr, opened) has Doubao, Qianwen, DeepSeek and Yuanbao as the top four"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 80 million. No prior-year figure was found for Alibaba's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 80 / 2,700 = 2.963%."},"creation-tools":{"low":0.4127,"central":0.4127,"high":0.4127,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.quark.cn/","title":"夸克_AI旗舰应用官网","publisher":"Alibaba (Quark)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Home page: Quark AI search, browser, cloud drive and AI scanning tools"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 3.92 million. No prior-year figure was found for Alibaba's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 3.92 / 950 = 0.4127%."},"specialised-assistants":{"low":0.2941,"central":0.2941,"high":0.2941,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000119312526231755/baba-20260331.htm","title":"Alibaba Group Holding Ltd annual report on Form 20-F for the year ended 31 March 2026","publisher":"Alibaba Group (SEC)","publishedDate":"2026-05-20","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Qwen app paragraph: 'In March 2026, consumer-facing Qwen has surpassed 295 million monthly active users across all"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.9412 million. No prior-year figure was found for Alibaba's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.9412 / 320 = 0.2941%."}},"activityGrowth":{"current":{"low":167000000,"central":167000000,"high":167000000,"unit":"users","basis":"Qwen app monthly active users in mainland China, QuestMobile","period":"June 2026","periodEnd":"2026-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T4","locator":"'Qianwen's growth rate reached an astonishing 5792.9%'; 167 million monthly users in June 2026"}},"prior":{"low":2834000,"central":2834000,"high":2834000,"unit":"users","basis":"Qwen app monthly active users in mainland China, QuestMobile","period":"June 2025 (derived)","periodEnd":"2025-06-30","source":{"url":"https://eu.36kr.com/en/p/3894851032693769","title":"QuestMobile 2026 Half-Year AI Application Market Development Report - Comprehensive Industry Insights & Trends","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T4","locator":"'Qianwen's growth rate reached an astonishing 5792.9%'"},"note":"Derived: 167 million / 58.929 = 2.83 million (the app was renamed and relaunched in November 2025). The engine clamps the resulting growth at plus 300%."}}},"anthropic":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"anthropic","name":"Anthropic","kind":"private","commercialActivityVerified":true,"shares":{"general-assistants":{"low":2.7027,"central":5.518,"high":7.8829,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (monthly users)","periodEnd":"2026-05-31","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T4","locator":"Sensor Tower State of AI 2026: Claude 245 million monthly users, 10.3% of assistant users at the end of May 2026; 'Thirteen percent of Anthropic's users are paying for a subscription plan'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Claude: Sensor Tower (T4) counts 245 million monthly users in May 2026 (True Audience, unique users across mobile app and web), including people who use Claude for work. The card counts business plans of general assistants in Enterprise agents and no source separates consumer from work use, so the low end assumes about half (120 million, a T5 judgement). The mobile app alone had 56 million monthly users in Q2 2026 (Sensor Tower via Tech Times, 5 Jun 2026, opened). High end 350 million is the tier band (plus 40%) rounded. Anthropic publishes no user count. Verified commercial activity: Sensor Tower's press release (opened) gives Claude's US mobile average revenue per user as $2.76 in May 2026, and TechCrunch (opened) reports that 13% of Claude's users pay for a subscription plan. Share = 245 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 5.518%."},"ai-search":{"low":0,"central":0.1484,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; shares 46.4%, 27.7%, 10.3% at end of May; Grok, Perplexity, DeepSeek and Meta AI each under 5%"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Claude's web search is a feature inside Claude, counted once in General assistants. Central 5 million, high 30 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":0.8264,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.anthropic.com/","title":"Home \\ Anthropic","publisher":"Anthropic","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Anthropic describes itself as an AI safety and research company; no user counts"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Claude does not offer image or video generation as a product; the home page lists none. Documents and code artifacts are counted in General assistants. Central 0.5 million, high 10 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.1471,"high":2.2059,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; shares 46.4%, 27.7%, 10.3% at end of May; Grok, Perplexity, DeepSeek and Meta AI each under 5%"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Learning and companion-style use is part of the Claude assistant; no separate figure. Central 1 million, high 15 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c1923469d828c24ea3ab5308a9eaacb5826255ec382f4f33227f36aef94eb5a6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c1923469d828c24ea3ab5308a9eaacb5826255ec382f4f33227f36aef94eb5a6"}},"priorShares":{"general-assistants":{"low":1.319,"central":1.319,"high":1.319,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-05-31","source":{"url":"https://www.techtimes.com/articles/317841/20260605/chatgpt-reaches-1-billion-app-users-claudes-640-growth-splits-session-time.htm","title":"ChatGPT Reaches 1 Billion App Users: Claude's 640% Growth Splits Session Time","publisher":"Tech Times (Richard L. Wells)","publishedDate":"2026-06-05","accessedDate":"2026-10-23","tier":"T5","locator":"Claude held approximately 56 million monthly active app users, about 640% year over year in Q2 2026 (Sensor Tower)"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 33.11 million. Sensor Tower: Claude's app monthly users grew about 640% year over year in Q2 2026 (Tech Times, 5 Jun 2026, opened); the factor 7.4 is applied to the True Audience count. A closer match exists: Tech Times (17 Jun 2026, https://www.techtimes.com/articles/318556/20260617/chatgpts-ai-assistant-market-share-falls-below-50-first-time-gemini-claude-surge.htm, opened) reports the True Audience count itself at 245 million in May 2026, up 452% year on year (a factor of 5.52, about 44 million a year earlier), which would raise the prior share to about 1.7%. The app-based factor is kept because ChatGPT's 62% comes from the same Sensor Tower app series, so both sourced rates in this prior total are of one kind. Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 33.11 / 2,510 = 1.319%."},"ai-search":{"low":0.1481,"central":0.1481,"high":0.1481,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; s"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 4 million. No prior-year figure was found for Anthropic's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 4 / 2,700 = 0.1481%."},"creation-tools":{"low":0.0413,"central":0.0413,"high":0.0413,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.anthropic.com/","title":"Home \\ Anthropic","publisher":"Anthropic","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Home page: Anthropic describes itself as an AI safety and research company; no user counts"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.392 million. No prior-year figure was found for Anthropic's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 0.392 / 950 = 0.0413%."},"specialised-assistants":{"low":0.1471,"central":0.1471,"high":0.1471,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; s"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.4706 million. No prior-year figure was found for Anthropic's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.4706 / 320 = 0.1471%."}},"activityGrowth":{"current":{"low":56000000,"central":56000000,"high":56000000,"unit":"users","basis":"Claude mobile app monthly active users, Sensor Tower","period":"Q2 2026 to date (May 2026)","periodEnd":"2026-05-31","source":{"url":"https://www.techtimes.com/articles/317841/20260605/chatgpt-reaches-1-billion-app-users-claudes-640-growth-splits-session-time.htm","title":"ChatGPT Reaches 1 Billion App Users: Claude's 640% Growth Splits Session Time","publisher":"Tech Times (Richard L. Wells)","publishedDate":"2026-06-05","accessedDate":"2026-10-23","tier":"T4","locator":"Claude held approximately 56 million monthly active app users in Q2 2026 (Sensor Tower)"}},"prior":{"low":7568000,"central":7568000,"high":7568000,"unit":"users","basis":"Claude mobile app monthly active users, Sensor Tower","period":"May 2025 (derived)","periodEnd":"2025-05-31","source":{"url":"https://www.techtimes.com/articles/317841/20260605/chatgpt-reaches-1-billion-app-users-claudes-640-growth-splits-session-time.htm","title":"ChatGPT Reaches 1 Billion App Users: Claude's 640% Growth Splits Session Time","publisher":"Tech Times (Richard L. Wells)","publishedDate":"2026-06-05","accessedDate":"2026-10-23","tier":"T4","locator":"Claude's app monthly active users grew approximately 640% year over year in Q2 2026 (Sensor Tower)"},"note":"Derived: 56 million / (1 + 6.40) = 7.57 million. The engine clamps the resulting growth at plus 300%."}}},"deepseek":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"deepseek","name":"DeepSeek","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":3.8288,"central":4.7297,"high":5.6081,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"June 2026 (China) plus estimate abroad","periodEnd":"2026-06-30","source":{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","title":"QuestMobile: China's AI-native apps reach 499 million monthly active users","publisher":"TechNode","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T5","locator":"QuestMobile: Doubao, Qwen and DeepSeek 'with 382 million, 167 million and 130 million monthly active users'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. QuestMobile counts 130 million monthly users in mainland China in June 2026 (129 million in the 36Kr H1 text; 127 million in the earlier May ranking, 36Kr, opened; the May ranking also notes a 24% fall in monthly users year on year). Outside China the panel puts DeepSeek under 5% of assistant users, under about 119 million (TechCrunch, opened), and a16z (opened) says DeepSeek's web traffic splits China 33.5%, Russia 7.1% and the US 6.6%, so much of its audience is abroad. T5 estimate abroad: 80 million (low 40, high 119, the panel ceiling). Central 130 + 80 = 210 million; low 130 + 40 = 170; high 130 + 119 = 249. Share = 210 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 4.73%."},"ai-search":{"low":0,"central":0.0593,"high":1.7804,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","title":"QuestMobile: China's AI-native apps reach 499 million monthly active users","publisher":"TechNode","publishedDate":"2026-07-14","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. First paragraph: AI-native apps 499 million MAU by May 2026; Doubao 382 million, Qwen 167 million, DeepSeek 130 million (QuestMobile 2026 first-half report)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. DeepSeek's web search mode is a feature of the chat app, counted in General assistants. Central 2 million, high 60 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0083,"high":0.4132,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.deepseek.com/","title":"DeepSeek | 深度求索","publisher":"DeepSeek","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: DeepSeek general models, chat and API"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 5 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.deepseek.com/","title":"DeepSeek | 深度求索","publisher":"DeepSeek","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: DeepSeek general models, chat and API"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fd45092fe5566f4d8ade70876b3a90f3887945c75c415c7c30294a41e7aa92f9"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fd45092fe5566f4d8ade70876b3a90f3887945c75c415c7c30294a41e7aa92f9"}}},"oppo":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"oppo","name":"OPPO","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":3.7387,"central":3.7387,"high":3.7387,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"November 2025 (monthly users)","periodEnd":"2025-11-30","source":{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","title":"11月手机厂商AI助手活跃用户规模报告：华为小艺第二","publisher":"Phoenix New Media (ifeng.com), citing QuestMobile","publishedDate":"2025-12-24","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile (24 Dec 2025): OPPO Xiaobu Assistant monthly active users 1.66亿 (166 million), first among phone-maker assistants"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Xiaobu Assistant: QuestMobile counts 166 million monthly users in November 2025 (via ifeng, opened). QuestMobile's smartphone report (36Kr, Sep 2026, opened) names OPPO (Xiaobu Assistant and Xiaobu Suggestions) among makers with two apps above 100 million; only Xiaobu Assistant is counted here. OPPO had 233 million monthly active devices in June 2026 (same report). Share = 166 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 3.739%."},"ai-search":{"low":0,"central":0.0297,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 30 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":2.4793,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 30 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5bfc09ed57254818922a6b6dc04f02e667156edbf2e78c174a7f12e07e04a800"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5bfc09ed57254818922a6b6dc04f02e667156edbf2e78c174a7f12e07e04a800"}}},"microsoft":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"microsoft","name":"Microsoft","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.4505,"central":1.3514,"high":3.3784,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/TranscriptFY26Q1","title":"Microsoft FY26 First Quarter Earnings Conference Call","publisher":"Microsoft","publishedDate":"2025-10-29","accessedDate":"2026-10-22","tier":"T5","locator":"FY26 Q1 call: 'our first party family of Copilots now has surpassed 150 million monthly active users across information work, coding, security, science, health, and consumer'; 'daily users of our Copilot consumer app increased nearly 50% quarter over quarter'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5). Microsoft does not disclose consumer Copilot monthly users. Anchors (opened): the FY26 Q1 call (29 Oct 2025) counts more than 150 million monthly users across the whole Copilot family (work, coding, security, health and consumer), an upper bound for the consumer app; the same call says daily users of the Copilot consumer app rose nearly 50% in the quarter; the January 2026 call reportedly said consumer Copilot daily users grew nearly threefold in a year (Storyboard18, opened); a16z (opened) lists Copilot on its January 2026 mobile top 50 (Sensor Tower) and Sensor Tower places Copilot among assistants below 5% of users (TechCrunch, opened). Central 60 million is a judgement for app, web and Windows use together; low 20; high 150 (the Copilot-family count). Share = 60 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.351%."},"ai-search":{"low":1.4837,"central":2.9674,"high":5.9347,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5) for AI answers in Bing and Copilot Search. a16z (opened) lists Microsoft Bing and Edge in its top-50 mobile apps; the FY2026 Q4 call says Bing and Edge 'have both taken share for 5 straight years' but gives no user count. The card allowed 130 million for Bing and others; central 100 million for Microsoft alone. Share = 100 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 2.967%."},"creation-tools":{"low":0,"central":1.6529,"high":6.6116,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://copilot.microsoft.com/","title":"Microsoft Copilot","publisher":"Microsoft","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: 'AI built to help you get things done. Create, brainstorm, learn, and solve problems with AI chat'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Designer and Clipchamp-type tools; Copilot's page lists 'create' among its uses. No user count is published. Central 20 million, high 80 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":1.4706,"high":5.8824,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://copilot.microsoft.com/","title":"Microsoft Copilot","publisher":"Microsoft","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: 'AI built to help you get things done. Create, brainstorm, learn, and solve problems with AI chat'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Copilot health, learning and shopping uses; no user count is published. Central 10 million, high 40 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a3fb3eb5b73b225481c25d374f5c6626fddf7c9bf5343683e8e0b80267501f92"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a3fb3eb5b73b225481c25d374f5c6626fddf7c9bf5343683e8e0b80267501f92"}}},"huawei":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"huawei","name":"Huawei","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":3.4356,"central":3.4356,"high":3.4356,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"November 2025 (monthly users)","periodEnd":"2025-11-30","source":{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","title":"11月手机厂商AI助手活跃用户规模报告：华为小艺第二","publisher":"Phoenix New Media (ifeng.com), citing QuestMobile","publishedDate":"2025-12-24","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile (24 Dec 2025): Huawei Xiaoyi monthly active users 15,254万 (152.54 million), penetration 53.6%, second to OPPO's Xiaobu"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Xiaoyi: QuestMobile counts 152.54 million monthly users and a penetration of 53.6% of Huawei devices in November 2025 (via ifeng, opened). QuestMobile's smartphone report (36Kr, Sep 2026, opened) says core makers' smart applications have all passed 100 million monthly users and names Huawei (smart screen recognition and Xiaoyi) among those with two apps above 100 million; only Xiaoyi is counted here. Huawei had 276 million monthly active devices in China in June 2026 (same report). Share = 152.5 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 3.436%."},"ai-search":{"low":0,"central":0.0297,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Celia's search and AI answers; counted mostly in General assistants. Central 1 million, high 30 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0826,"high":2.4793,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 30 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0735,"high":1.4706,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 10 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f9b0886d4c713b05e56fc2e208446bd1fbab61768a88deaae35cc77a92d62ce9"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f9b0886d4c713b05e56fc2e208446bd1fbab61768a88deaae35cc77a92d62ce9"}}},"apple":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"apple","name":"Apple","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.6757,"central":3.3784,"high":13.5135,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://www.apple.com/newsroom/2026/01/apple-reports-first-quarter-results/","title":"Apple reports first quarter results","publisher":"Apple","publishedDate":"2026-01-29","accessedDate":"2026-10-22","tier":"T5","locator":"Tim Cook: 'our installed base now has more than 2.5 billion active devices'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5); Apple publishes no Siri or Apple Intelligence user count. Method: more than 2.5 billion active devices (Apple, Q1 FY2026 release, opened) times the share running the new Siri AI (introduced at WWDC26 per the Q3 FY2026 release, opened, and shipping with iOS 27 this autumn; assumed 20 to 40% of devices) times the share using it in a month (assumed 20 to 40%): 2,500 x 0.25 x 0.25 is about 156 million; low 30 million, high 600 million. Apple's page (opened) describes Siri AI and Apple Intelligence on iOS 27. Cross-check (opened): QuestMobile puts legacy Siri's penetration in China at 15.9% of Apple devices (Nov 2025, via ifeng), about 43 million of Apple's 268 million active devices there (June 2026, 36Kr); the new Siri AI is a different, later product, so the low end is kept at 30 million. Share = 150 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 3.378%."},"ai-search":{"low":0,"central":0.1484,"high":1.7804,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.apple.com/apple-intelligence/","title":"Apple Intelligence and Siri - Apple","publisher":"Apple","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Product page: next-generation Apple Intelligence and Siri AI on iOS 27 and other systems"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. AI answers through Siri and Safari; counted mostly in General assistants. No figure published. Central 5 million, high 60 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.8264,"high":8.2645,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.apple.com/apple-intelligence/","title":"Apple Intelligence and Siri - Apple","publisher":"Apple","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Product page: next-generation Apple Intelligence and Siri AI on iOS 27 and other systems"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Image Playground, Genmoji and photo clean-up on Apple Intelligence devices; no figure published. Central 10 million, high 100 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.1471,"high":5.8824,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.apple.com/apple-intelligence/","title":"Apple Intelligence and Siri - Apple","publisher":"Apple","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Product page: next-generation Apple Intelligence and Siri AI on iOS 27 and other systems"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. No dedicated companion, learning or shopping assistant. Central 1 million, high 40 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7e25ef328e30bb7fc463a7fb0142bda70b25cbd4df06fc779e962b030af05373"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7e25ef328e30bb7fc463a7fb0142bda70b25cbd4df06fc779e962b030af05373"}}},"meta":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"meta","name":"Meta","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":1.0811,"central":2.6802,"high":24.7748,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (panel upper bound)","periodEnd":"2026-05-31","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-23","tier":"T5","locator":"Sensor Tower State of AI 2026: ChatGPT over 1.1 billion monthly users = 46.4% of assistant users (a total of about 2,370 million); 'Other assistants, including Grok, Perplexity, DeepSeek, and Meta AI, have less than 5% market share'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. T5 estimate on the panel scale. Sensor Tower (T4; TechCrunch, 16 Jun 2026, opened) counts ChatGPT's 1.1 billion monthly users as 46.4% of assistant users, a total of about 2,370 million, and puts Meta AI among the assistants with less than 5% of them, so the panel count is at most about 119 million (5% of 2,370 million). The panel gives only this ceiling, so the central value takes it as the panel count; low 48 million is the T5 band (minus 60%). The panel cannot see in-app surfaces: use of the assistant inside WhatsApp, Instagram, Facebook and Messenger is not a separate app or website, so it is missing from the count (True Audience is unique users across mobile apps, mobile web and desktop web; Tech Times, 17 Jun 2026, opened). Meta's own count, which includes those surfaces, sets the high end: Meta says Meta AI has 'more than a billion monthly actives' (Q2 2025 call, 30 Jul 2025, opened; more than 12 months old), taken as 1,100 million for growth since; the Q2 2026 call (opened, 29 Jul 2026) gives no total but reports 60% more people interacting with the assistant each day since it was rebuilt on Muse Spark. This replaces the earlier central of 345 million, the geometric mean of the panel ceiling and the company count, which departed from the part's family rule. Share = 119 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 2.68%."},"ai-search":{"low":0,"central":0.1484,"high":1.1869,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf","title":"Meta Platforms, Inc. (META) Second Quarter 2026 Results Conference Call","publisher":"Meta Platforms","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Page 2: since Meta AI was rebuilt on Muse Spark 'a 60% increase in the number of people interacting with the assistant each day'; no monthly total given"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Meta AI answers inside WhatsApp, Instagram and Facebook search bars are the same product, counted once in General assistants. Central 5 million, high 40 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":1.6529,"high":6.6116,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2025/q2/META-Q2-2025-Earnings-Call-Transcript.pdf","title":"Meta Platforms, Inc. (META) Second Quarter 2025 Results Conference Call","publisher":"Meta Platforms","publishedDate":"2025-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Mark Zuckerberg: 'Meta AI ... reach is already quite impressive with more than a billion monthly actives'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. The Q2 2025 call (opened) mentions AI video editing tools across Meta AI and the Edits app; no user count is published. Central 20 million, high 80 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":2.2059,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf","title":"Meta Platforms, Inc. (META) Second Quarter 2026 Results Conference Call","publisher":"Meta Platforms","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Page 2: since Meta AI was rebuilt on Muse Spark 'a 60% increase in the number of people interacting with the assistant each day'; no monthly total given"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Characters and companions built with Meta's AI tools; no usage figure is published. The Q2 2026 call describes personal agents as upcoming. Central 15 million, high 60 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":3},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b6d3351253c71c61f1bb8f8925c107de698f612c0ecb754ac567e833eb22ed6c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b6d3351253c71c61f1bb8f8925c107de698f612c0ecb754ac567e833eb22ed6c"}}},"samsung-electronics":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"samsung-electronics","name":"Samsung Electronics","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.6757,"central":2.2523,"high":5.6306,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://view.asiae.co.kr/en/article/2026022607530312082","title":"'Galaxy AI Devices to Reach 800 Million in Cumulative Shipments This Year' ... A New Chapter in Popularization","publisher":"The Asia Business Daily","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"TM Roh: 'we expanded AI availability to more than 400 million Galaxy devices by the end of last year'; plan to double to 800 million in 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5); Samsung publishes no Galaxy AI monthly users. Method: the company says Galaxy AI was available on more than 400 million devices by the end of 2025 (Asia Business Daily, 26 Feb 2026, opened); assumed 10 to 60% use an assistant-type Galaxy AI feature in a month (central 25%): 400 x 0.25 = 100 million. Much of Galaxy AI runs on Google's Gemini models, whose users are also counted in Alphabet's Gemini figure, so overlap is possible. Share = 100 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 2.252%."},"ai-search":{"low":0,"central":0.1484,"high":1.7804,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.samsung.com/us/galaxy-ai/","title":"Discover Samsung Galaxy AI Features | Samsung US","publisher":"Samsung Electronics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Product page: Galaxy AI features for communication, creativity and everyday tasks"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Circle to Search on Galaxy phones is a Google product counted in Alphabet's figure; Samsung's own browsing assist is small. Central 5 million, high 60 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0.8264,"central":3.3058,"high":9.9174,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://view.asiae.co.kr/en/article/2026022607530312082","title":"'Galaxy AI Devices to Reach 800 Million in Cumulative Shipments This Year' ... A New Chapter in Popularization","publisher":"The Asia Business Daily","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"TM Roh: 'we expanded AI availability to more than 400 million Galaxy devices by the end of last year'; plan to double to 800 million in 2026"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5): generative photo editing and sketch-to-image features of Galaxy AI (Samsung's page, opened, lists creativity features). Method: 400 million Galaxy AI devices (opened) x 10% use a generative creative feature in a month = 40 million; low 10, high 120 million. Share = 40 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 3.306%."},"specialised-assistants":{"low":0,"central":0.2941,"high":2.2059,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.samsung.com/us/galaxy-ai/","title":"Discover Samsung Galaxy AI Features | Samsung US","publisher":"Samsung Electronics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Product page: Galaxy AI features for communication, creativity and everyday tasks"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. No dedicated companion, learning or shopping assistant found on the Galaxy AI page. Central 2 million, high 15 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fd07a77b2c44dae4cb18757d274d73b39508bfe775296bb592d33d3ac234359d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fd07a77b2c44dae4cb18757d274d73b39508bfe775296bb592d33d3ac234359d"}}},"xiaomi":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"xiaomi","name":"Xiaomi","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":1.6892,"central":2.1059,"high":3.9392,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Nov 2025 penetration x June 2026 devices","periodEnd":"2026-06-30","source":{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","title":"11月手机厂商AI助手活跃用户规模报告：华为小艺第二","publisher":"Phoenix New Media (ifeng.com), citing QuestMobile","publishedDate":"2025-12-24","accessedDate":"2026-10-22","tier":"T5","locator":"QuestMobile (24 Dec 2025): 'Super Xiao Ai' penetration 72.5%; QuestMobile smartphone report (8 Sep 2026): Xiaomi 129 million monthly active devices in June 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Xiao Ai on the panel basis: QuestMobile gives Super Xiao Ai a penetration of 72.5% of Xiaomi's active devices (Nov 2025, via ifeng, opened) and counts 129 million monthly active Xiaomi devices in June 2026 (36Kr, opened): 0.725 x 129 = 93.5 million (T5; mainland China mobile only; the penetration and the device count are seven months apart). Xiaomi's own count is higher: 'The MAU of our AI Assistant grew to 174.9 million, up 14.2% year-over-year' in June 2026 (results announcement, T1, https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf, opened), because it covers all Xiaomi devices worldwide; it sets the high end. Low 75 million. Share = 93.5 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 2.106%."},"ai-search":{"low":0,"central":0.0297,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant grew to 174.9 million, up 14.2% year-over-year'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. AI answers inside the assistant. Central 1 million, high 30 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":2.4793,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant grew to 174.9 million, up 14.2% year-over-year'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Gallery AI editing. Central 0.5 million, high 30 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant grew to 174.9 million, up 14.2% year-over-year'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"430e74ca1e0213a68ae59a13c4ca93d2f7aae248639b14237fada0173aa2326a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"430e74ca1e0213a68ae59a13c4ca93d2f7aae248639b14237fada0173aa2326a"}},"priorShares":{"general-assistants":{"low":3.2619,"central":3.2619,"high":3.2619,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"'The MAU of our AI Assistant (Xiao Ai) grew to 174.9 million, up 14.2% year-over-year'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 81.87 million. Xiaomi reports Xiao Ai monthly users up 14.2% year on year (results announcement, T1, opened); the factor 1.142 is applied to the panel-basis count. Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 81.87 / 2,510 = 3.262%."},"ai-search":{"low":0.0296,"central":0.0296,"high":0.0296,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant "},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.8 million. No prior-year figure was found for Xiaomi's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 0.8 / 2,700 = 0.0296%."},"creation-tools":{"low":0.0413,"central":0.0413,"high":0.0413,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant "},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.392 million. No prior-year figure was found for Xiaomi's users in this part, so they are assumed to have grown like the part's other products (1.28x). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 0.392 / 950 = 0.0413%."},"specialised-assistants":{"low":0.0147,"central":0.0147,"high":0.0147,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Page on AIoT: 'In June 2026, the MAU of our Xiaomi Home App grew to 124.1 million ... The MAU of our AI Assistant "},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.04696 million. No prior-year figure was found for Xiaomi's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.04696 / 320 = 0.0147%."}},"activityGrowth":{"current":{"low":174900000,"central":174900000,"high":174900000,"unit":"users","basis":"Xiao Ai monthly active users, company-reported","period":"June 2026","periodEnd":"2026-06-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T1","locator":"'The MAU of our AI Assistant (Xiao Ai) grew to 174.9 million, up 14.2% year-over-year'"}},"prior":{"low":153200000,"central":153200000,"high":153200000,"unit":"users","basis":"Xiao Ai monthly active users, company-reported","period":"June 2025 (derived)","periodEnd":"2025-06-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0818/2026081801014.pdf","title":"Xiaomi Corporation results announcement for the three and six months ended June 30, 2026","publisher":"Xiaomi Corporation (HKEXnews)","publishedDate":"2026-08-18","accessedDate":"2026-10-22","tier":"T1","locator":"'up 14.2% year-over-year'"},"note":"Derived: 174.9 million / 1.142 = 153.2 million."}}},"snap":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"snap","name":"Snap","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.6757,"central":1.8018,"high":4.5045,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://t2online.in/tech/tech-news/perplexity-ai-to-power-new-search-experience-on-snapchat/2001944","title":"Perplexity AI to power new search experience on Snapchat","publisher":"t2ONLINE","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Snap's $400 million partnership with Perplexity; 'Users will still be able to use the company's My AI chatbot'; Snapchat global MAU 943 million; Snapchat+ nearly 17 million subscribers"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5) for My AI inside Snapchat. Snapchat has about 943 million monthly active users (t2ONLINE, opened) and My AI remains available beside the Perplexity integration. No My AI user count was opened. Assumed 3 to 20% of Snapchat's monthly users use My AI in a month (central 8%): 943 x 0.08 = about 80 million. Share = 80 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.802%."},"ai-search":{"low":0,"central":0.1484,"high":1.7804,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://t2online.in/tech/tech-news/perplexity-ai-to-power-new-search-experience-on-snapchat/2001944","title":"Perplexity AI to power new search experience on Snapchat","publisher":"t2ONLINE","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Snap's $400 million partnership with Perplexity; 'Users will still be able to use the company's My AI chatbot'; Snapchat global MAU 943 million; Snapchat+ nearly 17 million subscribers"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. The $400 million Perplexity partnership brings answers into Snapchat's Chat from 2026; no usage figure is published yet. Central 5 million, high 60 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.8264,"high":12.3967,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://t2online.in/tech/tech-news/perplexity-ai-to-power-new-search-experience-on-snapchat/2001944","title":"Perplexity AI to power new search experience on Snapchat","publisher":"t2ONLINE","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Snap's $400 million partnership with Perplexity; 'Users will still be able to use the company's My AI chatbot'; Snapchat global MAU 943 million; Snapchat+ nearly 17 million subscribers"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Generative lenses; no separate user count. Central 10 million, high 150 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0735,"high":1.4706,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://t2online.in/tech/tech-news/perplexity-ai-to-power-new-search-experience-on-snapchat/2001944","title":"Perplexity AI to power new search experience on Snapchat","publisher":"t2ONLINE","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Snap's $400 million partnership with Perplexity; 'Users will still be able to use the company's My AI chatbot'; Snapchat global MAU 943 million; Snapchat+ nearly 17 million subscribers"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 10 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c16bba55719cc2c6ab2c4858feff45a59e36fa1f297025f7819695b42420bd4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c16bba55719cc2c6ab2c4858feff45a59e36fa1f297025f7819695b42420bd4"}}},"yandex":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"yandex","name":"Yandex","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":1.3288,"central":1.3288,"high":1.3288,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"September 2026 (monthly reach, Mediascope)","periodEnd":"2026-09-30","source":{"url":"https://expert.ru/news/auditoriya-neyrosetey-v-rossii-za-god-vyrosla-vdvoe","title":"Аудитория нейросетей в России за год выросла вдвое (The audience of neural networks in Russia has doubled in a year)","publisher":"Эксперт (expert.ru), reporting Mediascope data via RBC","publishedDate":"2026-10-16","accessedDate":"2026-10-23","tier":"T4","locator":"Mediascope, September 2026: Alice AI used by 59 million people in the month, 48% of Russians aged 12 and over; DeepSeek 13 million, GigaChat 6 million; counts websites and mobile apps of AI services only"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Alice AI (Yandex's assistant): Mediascope, Russia's audience-measurement panel, counts 59 million people using Alice AI in September 2026, 48% of Russians aged 12 and over (T4; Expert, 16 Oct 2026, opened; RB.RU, 16 Oct 2026, gives the same figures). Sensor Tower's published figures do not name Alice, so this independent panel count is the central value; the engine applies the T4 band (about 35 to 83 million). Mediascope counts the websites and mobile apps of AI services only and leaves out chatbots inside messengers and AI answers inside search engines, so the panel cannot see in-app surfaces such as Alice inside Yandex Search, the Yandex apps or messengers. Company and other counts: Yandex says Alice has 'a monthly user base of 66 million' (Yandex press release, 19 Apr 2024, https://yandex.com/company/news/01-19-04-2024, opened, T2; more than 12 months old and covering all surfaces), which falls inside the band and sets no separate high end; Sostav (7 Jun 2026, https://www.sostav.ru/blogs/290985/89861, opened) says 43 million people a month ask Alice, with no primary source named; Yandex Browser reaches 71 million monthly users (a16z, Sensor Tower, January 2026, opened). This replaces the earlier central of 55 million, the midpoint of the Sostav and Yandex counts, which blended a stale company count into the central value. Share = 59 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.329%."},"ai-search":{"low":0,"central":0.1484,"high":2.1068,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Yandex's AI answers in search; the Yandex Browser reached 71 million MAU (a16z, opened) and counts toward this allowance's high end. Central 5 million, high 71 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":0.8264,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://alice.yandex.ru/","title":"Нейросеть Алиса AI - бесплатный ии-чат Яндекса","publisher":"Yandex","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Alice AI chat with text and image generation"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Alice AI image generation (page opened). Central 0.5 million, high 10 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://alice.yandex.ru/","title":"Нейросеть Алиса AI - бесплатный ии-чат Яндекса","publisher":"Yandex","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Alice AI chat with text and image generation"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918bb6e610a540c7ac8cab56ef8ab1666baeeb881e4e6e397c44286bf92157e3"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918bb6e610a540c7ac8cab56ef8ab1666baeeb881e4e6e397c44286bf92157e3"}}},"meituan":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"meituan","name":"Meituan","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0225,"high":0.5631,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.997 million, high 25 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0059,"high":0.2967,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.199 million, high 10 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0083,"high":0.2479,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 3 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":8.8235,"central":14.7059,"high":29.4118,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Spring Festival 2026 (holiday-period users)","periodEnd":"2026-02-28","source":{"url":"https://eu.36kr.com/en/p/3836808118778754","title":"Is the Intercommunication between \"Xiaomei\" and Yuanbao Setting an Example for the WeChat Intelligent Agent?","publisher":"36Kr (AI价值官)","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T5","locator":"36Kr (AI价值官, 3 Jun 2026): 'During the Spring Festival holiday, \"Xiaotuan\" served over 100 million users'; query volume rose nearly 90% at the May Day holiday; the article names no source for either figure"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5), because the only evidence is an unattributed press claim. Xiaotuan, the AI assistant inside the Meituan app (food, travel and local services): 36Kr (opened) reports that during the Spring Festival holiday it served over 100 million users and that query volume at May Day was nearly 90% above Spring Festival; the article names no source for the figure (probably Meituan's own), so it is not a company statement (T2) or a cited press figure (T3). AIBase (26 Feb 2026, https://news.aibase.com/news/25722, opened) says nearly 100 million people used Xiaotuan to plan their Spring Festival, also without naming a source. Judgement: a holiday-period count of users is at most a monthly count, so 100 million is taken as monthly users (low 60 million for a count that includes one-off sessions; high 200 million). This replaces the screening estimate of 10 million, which had no product source. Meituan also has a separate agent app, Xiaomei (named in the same article), with no user count found. Share = 100 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 14.71%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a22e01f2dbaed65525a4cf6be10b5d334bcad2f9fb862e6a02e7bbb1e34a217f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a22e01f2dbaed65525a4cf6be10b5d334bcad2f9fb862e6a02e7bbb1e34a217f"}}},"vivo":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"vivo","name":"vivo","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":1.509,"central":1.509,"high":1.509,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Nov 2025 penetration x June 2026 devices","periodEnd":"2026-06-30","source":{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","title":"11月手机厂商AI助手活跃用户规模报告：华为小艺第二","publisher":"Phoenix New Media (ifeng.com), citing QuestMobile","publishedDate":"2025-12-24","accessedDate":"2026-10-22","tier":"T5","locator":"QuestMobile (24 Dec 2025): vivo Blue Heart Xiao V penetration 31.8%; QuestMobile smartphone report (8 Sep 2026): vivo 212 million monthly active devices in June 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Blue Heart Xiao V: QuestMobile gives a penetration of 31.8% of vivo devices (Nov 2025, via ifeng, opened) and counts 212 million monthly active vivo devices in June 2026 (36Kr, opened): 0.318 x 212 = 67 million (T5; the penetration and the device count are seven months apart). Share = 67 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.509%."},"ai-search":{"low":0,"central":0.0297,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 30 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":2.4793,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 30 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ea429407ef5f79b6aa801f05416c89789183e19d047c275c032e786836303621"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ea429407ef5f79b6aa801f05416c89789183e19d047c275c032e786836303621"}}},"honor":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"honor","name":"Honor","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":1.464,"central":1.464,"high":1.464,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Nov 2025 penetration x June 2026 devices","periodEnd":"2026-06-30","source":{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","title":"11月手机厂商AI助手活跃用户规模报告：华为小艺第二","publisher":"Phoenix New Media (ifeng.com), citing QuestMobile","publishedDate":"2025-12-24","accessedDate":"2026-10-22","tier":"T5","locator":"QuestMobile (24 Dec 2025): Honor YOYO penetration 65.2%; QuestMobile smartphone report (8 Sep 2026): Honor 100 million monthly active devices in June 2026"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. YOYO: QuestMobile gives a penetration of 65.2% of Honor devices (Nov 2025, via ifeng, opened) and counts 100 million monthly active Honor devices in June 2026 (36Kr, opened): 0.652 x 100 = 65 million (T5; the penetration and the device count are seven months apart). Share = 65 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.464%."},"ai-search":{"low":0,"central":0.0297,"high":0.5935,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 20 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":1.6529,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 20 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.7353,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/zh/p/3974115083579911","title":"QuestMobile 2026年智能手机市场研究报告","publisher":"36Kr (QuestMobile report)","publishedDate":"2026-09-08","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Monthly active devices June 2026: Huawei 276m, Apple 268m, OPPO 233m, vivo 212m, Xiaomi 129m, Honor 100m; 'core vendors' smart applications have all passed 100 million MAU, some two apps (OPPO Xiaobu, Huawei Xiaoyi)'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 5 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"249cbd2ca308e55dda9c1acce064094ea53d6ff2de59e409f95489251213fd97"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"249cbd2ca308e55dda9c1acce064094ea53d6ff2de59e409f95489251213fd97"}}},"tencent":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"tencent","name":"Tencent","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.7883,"central":1.1937,"high":1.8018,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (derived)","periodEnd":"2026-05-31","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T5","locator":"QuestMobile top-10 ranking for May 2026: Doubao, Qianwen, DeepSeek and Yuanbao 'with a combined monthly active user count of over 710 million (without deduplication)'; Doubao 368 million, Qianwen 162 million, DeepSeek 127 million"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Yuanbao: derived from QuestMobile's May 2026 ranking (36Kr, opened). The top four apps total over 710 million without deduplication, so Yuanbao is about 710 - (368 + 162 + 127) = 53 million; 'over' makes this a floor, and 36Kr notes that Yuanbao's monthly users fell after the Spring Festival subsidy ended. Low 35, high 80 million (T5). Share = 53 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.194%."},"ai-search":{"low":0,"central":0.1484,"high":7.4184,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. QQ Browser (on a16z's mobile top 50) and AI answers in Weixin search; Tencent reports no AI-search user count. Central 5 million, high 250 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.2479,"high":4.9587,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Paragraphs 1-2: May 2026 QuestMobile ranking; Doubao 368 million, Qianwen 162 million, DeepSeek 127 million; top four (with Yuanbao) over 710 million without deduplication; Doubao paid plans launched 4 May"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Hunyuan image and video tools in Yuanbao and QQ. Central 3 million, high 60 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.2941,"high":5.8824,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Paragraphs 1-2: May 2026 QuestMobile ranking; Doubao 368 million, Qianwen 162 million, DeepSeek 127 million; top four (with Yuanbao) over 710 million without deduplication; Doubao paid plans launched 4 May"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Weixin's Xiaowei agent and companion features; no figure. Central 2 million, high 40 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":3},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"28c344350efb8aff3e844c71b8489a957405b6626f987c2514a893c7dc550147"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"28c344350efb8aff3e844c71b8489a957405b6626f987c2514a893c7dc550147"}}},"spacex":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"spacex","name":"SpaceX (xAI, Grok)","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0.6757,"central":1.1261,"high":2.6351,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Q2 2026 to date (Sensor Tower app MAU)","periodEnd":"2026-05-31","source":{"url":"https://www.techtimes.com/articles/317841/20260605/chatgpt-reaches-1-billion-app-users-claudes-640-growth-splits-session-time.htm","title":"ChatGPT Reaches 1 Billion App Users: Claude's 640% Growth Splits Session Time","publisher":"Tech Times (Richard L. Wells)","publishedDate":"2026-06-05","accessedDate":"2026-10-23","tier":"T4","locator":"Sensor Tower: Grok \"registered approximately 50 million monthly active app users\" as of Q2 2026 (mobile app only)"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Grok: Sensor Tower (T4) counts about 50 million monthly active users of the Grok mobile app in Q2 2026 (Tech Times, 5 Jun 2026, opened). That count is app-only, so it is a floor for the app-and-web True Audience count, which TechCrunch (16 Jun 2026, https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/, opened) puts under 5% of assistant users, under about 119 million. The panel count, 50 million, is the central value; low 30 million is the T4 band (minus 40%). The panel cannot see Grok inside X: the prospectus (https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm, read in the local SEC copy) counts about 117 million users of Grok's AI features at 31 March 2026 (89 million at 31 December 2025), including any use of Grok within X, so passive exposure is counted; that company count sets the high end. Verified commercial activity: the prospectus reports about 1.9 million paid SuperGrok subscriptions at 31 March 2026. This replaces the earlier central of 77 million, the geometric mean of 50 and 117, which departed from the part's family rule. Share = 50 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 1.126%."},"ai-search":{"low":0,"central":0.1484,"high":1.1869,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm","title":"Space Exploration Technologies Corp. prospectus (Form 424B4)","publisher":"Space Exploration Technologies Corp. (SEC)","publishedDate":"2026-06-12","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Prospectus summary and 'Key business metrics': 'approximately 117 million and 89 million MAUs that used Grok's AI features as of March 31, 2026 and December 31, 2025'; about 1.9 million SuperGrok subscribers (read in the local SEC copy .cache/sec/spacex)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Grok's search on X is a Grok feature counted in General assistants. Central 5 million, high 40 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.4132,"high":3.3058,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm","title":"Space Exploration Technologies Corp. prospectus (Form 424B4)","publisher":"Space Exploration Technologies Corp. (SEC)","publishedDate":"2026-06-12","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Prospectus summary and 'Key business metrics': 'approximately 117 million and 89 million MAUs that used Grok's AI features as of March 31, 2026 and December 31, 2025'; about 1.9 million SuperGrok subscribers (read in the local SEC copy .cache/sec/spacex)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Grok image and video generation; no separate user count in the prospectus. Central 5 million, high 40 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.7353,"high":4.4118,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm","title":"Space Exploration Technologies Corp. prospectus (Form 424B4)","publisher":"Space Exploration Technologies Corp. (SEC)","publishedDate":"2026-06-12","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Prospectus summary and 'Key business metrics': 'approximately 117 million and 89 million MAUs that used Grok's AI features as of March 31, 2026 and December 31, 2025'; about 1.9 million SuperGrok subscribers (read in the local SEC copy .cache/sec/spacex)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Grok companion characters; no separate user count in the prospectus. Central 5 million, high 30 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f3ebbcb8fe8bdd14b36f2abb2d01d7c79f3c41cc6983fd3a6260bd6bd936e8f3"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f3ebbcb8fe8bdd14b36f2abb2d01d7c79f3c41cc6983fd3a6260bd6bd936e8f3"}},"baselineRevenueUsd":{"low":3201000000,"central":3201000000,"high":3201000000,"unit":"USD","basis":"AI segment revenue (Grok and X), calendar year, US dollars","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm","title":"Space Exploration Technologies Corp. prospectus (Form 424B4)","publisher":"Space Exploration Technologies Corp. (SEC)","publishedDate":"2026-06-12","accessedDate":"2026-10-22","tier":"T1","locator":"'In 2025, our AI segment generated revenue of $3,201 million'"},"note":"The prospectus (read in the local SEC copy) reports the AI segment, which holds Grok and the X platform, so it includes X advertising; no Grok-only revenue is disclosed. The parent's total revenue is not used."}},"canva":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"canva","name":"Canva","kind":"private","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0,"central":0.0113,"high":0.2252,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app tool 'more than 10 million monthly active users'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Canva's AI assistant is part of the design product, counted in AI creation tools. Central 0.502 million, high 10 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.003,"high":0.089,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app tool 'more than 10 million monthly active users'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 3 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":4.9587,"central":9.9174,"high":16.5289,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2025-12-31","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app tool 'more than 10 million monthly active users'"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) of AI-feature users. Canva had more than 265 million monthly active users and over 31 million paid users at the end of 2025 (COO Cliff Obrecht to TechCrunch, 18 Feb 2026, opened; verified commercial activity); its AI mini-app tool has more than 10 million MAU. Assumed 25 to 75% of monthly users use an AI feature in a month (central 45%): 265 x 0.45 = 119 million. Leonardo.Ai (consolidated) is included here. Share = 120 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 9.917%."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app tool 'more than 10 million monthly active users'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":3},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c37fa813ec4c9de8a2144386b5fde1f38189e73125015da679817777fa5fb0a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c37fa813ec4c9de8a2144386b5fde1f38189e73125015da679817777fa5fb0a"}},"priorShares":{"general-assistants":{"low":0.0113,"central":0.0113,"high":0.0113,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.284 million. No prior-year figure was found for Canva's users in this part, so they are assumed to have grown like the part's other products (1.77x). Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 0.284 / 2,510 = 0.0113%."},"ai-search":{"low":0.0029,"central":0.0029,"high":0.0029,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.0796 million. No prior-year figure was found for Canva's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 0.0796 / 2,700 = 0.0029%."},"creation-tools":{"low":10.5263,"central":10.5263,"high":10.5263,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2024-12-31","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"'a 20% increase in monthly active users' (265 million at the end of 2025)"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 100 million. Canva says monthly users rose 20% in 2025 to over 265 million (TechCrunch, opened); AI-feature users are assumed to grow like all users. Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 100 / 950 = 10.53%."},"specialised-assistants":{"low":0.0147,"central":0.0147,"high":0.0147,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'more than 265 million monthly active users and over 31 million paid users' (Canva COO Cliff Obrecht); AI mini-app"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.04696 million. No prior-year figure was found for Canva's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.04696 / 320 = 0.0147%."}},"activityGrowth":{"current":{"low":265000000,"central":265000000,"high":265000000,"unit":"users","basis":"Canva monthly active users, company-reported","period":"December 2025","periodEnd":"2025-12-31","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T2","locator":"'Canva had more than 265 million monthly active users and over 31 million paid users in 2025, according to the company'"},"note":"All Canva users, because the company reports no AI-only series (its AI tools sit inside the product); the AI mini-app tool alone has more than 10 million monthly users."},"prior":{"low":220800000,"central":220800000,"high":220800000,"unit":"users","basis":"Canva monthly active users, company-reported","period":"December 2024 (derived)","periodEnd":"2024-12-31","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T2","locator":"'a 20% increase in monthly active users'"},"note":"Derived: 265 million / 1.20 = 221 million."}},"baselineRevenueUsd":{"low":4000000000,"central":4000000000,"high":4000000000,"unit":"USD","basis":"Annual recurring revenue at year end, US dollars","period":"December 2025","periodEnd":"2025-12-31","source":{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","title":"Canva gets to $4B in revenue as LLM referral traffic rises","publisher":"TechCrunch","publishedDate":"2026-02-18","accessedDate":"2026-10-22","tier":"T2","locator":"'push its annual recurring revenue to $4 billion by the end of year, Canva co-founder and COO Cliff Obrecht told TechCrunch'"},"note":"The company says annual recurring revenue (not recognised revenue) reached $4 billion at the end of 2025; it covers all of Canva, including enterprise plans ($500 million ARR) and non-AI design tools, because Canva reports no AI-only revenue. No currency conversion."}},"perplexity":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"perplexity","name":"Perplexity","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.045,"high":0.3378,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; shares 46.4%, 27.7%, 10.3% at end of May; Grok, Perplexity, DeepSeek and Meta AI each under 5%"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. The card counts Perplexity in AI answers in search; assistant-style use is small. Sensor Tower (opened) puts Perplexity below 5% of assistant users. Central 2 million, high 15 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":1.0386,"central":1.7804,"high":3.5312,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2025/06/05/perplexity-received-780-million-queries-last-month-ceo-says/","title":"Perplexity received 780 million queries last month, CEO says","publisher":"TechCrunch","publishedDate":"2025-06-05","accessedDate":"2026-10-22","tier":"T5","locator":"Perplexity received 780 million queries in May 2025, 'more than 20% growth month-over-month' (CEO Aravind Srinivas, TechCrunch, 5 Jun 2025)"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5). Perplexity publishes no recent user count (its site returned a Cloudflare challenge and was not opened). Anchors (opened): the chief executive said Perplexity received 780 million queries in May 2025 with more than 20% monthly growth (TechCrunch, 5 Jun 2025); at an assumed 15 to 40 queries per user a month that is 20 to 52 million users in May 2025, and volume has grown since. Sensor Tower puts Perplexity below 5% of assistant users, under about 119 million (TechCrunch, 16 Jun 2026, opened), which is the high end. Central 60 million; low 35. Share = 60 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 1.78%."},"creation-tools":{"low":0,"central":0.0165,"high":0.4132,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; shares 46.4%, 27.7%, 10.3% at end of May; Grok, Perplexity, DeepSeek and Meta AI each under 5%"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. No creation product found. Central 0.2 million, high 5 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.1471,"high":1.4706,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","title":"ChatGPT's market share slips below 50% for first time","publisher":"TechCrunch (Ivan Mehta)","publishedDate":"2026-06-16","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Sensor Tower State of AI 2026: 'over 1.1 billion monthly users' ChatGPT, Gemini 662 million, Claude 245 million; shares 46.4%, 27.7%, 10.3% at end of May; Grok, Perplexity, DeepSeek and Meta AI each under 5%"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Shopping features in Perplexity; no figure published. Central 1 million, high 10 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cd062c0f6566b0c402e555294026025a4a0107b3067a279ae420b726befb2ef9"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cd062c0f6566b0c402e555294026025a4a0107b3067a279ae420b726befb2ef9"}}},"meitu":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"meitu","name":"Meitu","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0,"central":0.0023,"high":0.0676,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 3 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.003,"high":0.0593,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 2 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":2.7273,"central":10.7438,"high":16.1157,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"June 2026 (estimate)","periodEnd":"2026-06-30","source":{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","title":"Meitu 2026 Interim Results: AI Applications for Productivity Continue to Break New Ground as Net Profit Grows 39.5% YoY","publisher":"Meitu Inc. (via Ghana News Agency)","publishedDate":"2026-08-28","accessedDate":"2026-10-22","tier":"T5","locator":"Meitu interim results: global MAU 282 million; 'MAU of Meitu's Applications for Productivity reached a record high of 33 million, an increase of 43.5% YoY'; paying subscribers 18.44 million"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) of AI-feature users. Meitu says global MAU reached 282 million and MAU of its AI-driven productivity applications a record 33 million (+43.5%); paying subscribers were 18.44 million and AI credits consumption rose more than 46% sequentially in both quarters (interim results via Ghana News Agency, opened, 28 Aug 2026; verified commercial activity). The 33 million AI-driven productivity users set the low end; assumed 46% of 282 million use an AI feature in a month (282 x 0.46 = 130 million, central); high end 70% (195 million). Share = 130 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 10.74%."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"62b46912fd01062ca0523bb4ffff9dd864f569bd3b87b7c1d3ea5c96add3851c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"62b46912fd01062ca0523bb4ffff9dd864f569bd3b87b7c1d3ea5c96add3851c"}},"priorShares":{"general-assistants":{"low":0.0023,"central":0.0023,"high":0.0023,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.05658 million. No prior-year figure was found for Meitu's users in this part, so they are assumed to have grown like the part's other products (1.77x). Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 0.05658 / 2,510 = 0.0023%."},"ai-search":{"low":0.0029,"central":0.0029,"high":0.0029,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.0796 million. No prior-year figure was found for Meitu's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 0.0796 / 2,700 = 0.0029%."},"creation-tools":{"low":10.4265,"central":10.4265,"high":10.4265,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-06-30","source":{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","title":"Meitu 2026 Interim Results: AI Applications for Productivity Continue to Break New Ground as Net Profit Grows 39.5% YoY","publisher":"Meitu Inc. (via Ghana News Agency)","publishedDate":"2026-08-28","accessedDate":"2026-10-22","tier":"T5","locator":"'MAU of Meitu's Applications for Productivity reached a record high of 33 million, an increase of 43.5% YoY'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 99.05 million. Meitu says monthly users of its AI-driven productivity applications rose 43.5% year on year to 33 million (interim results, opened); the rest of its AI-feature users have no prior-year figure. Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 99.05 / 950 = 10.43%."},"specialised-assistants":{"low":0.0147,"central":0.0147,"high":0.0147,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.meitu.com/en","title":"Meitu Inc.","publisher":"Meitu","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. Home page: AI-driven imaging, video and design creation products"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.04696 million. No prior-year figure was found for Meitu's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.04696 / 320 = 0.0147%."}},"activityGrowth":{"current":{"low":33000000,"central":33000000,"high":33000000,"unit":"users","basis":"Meitu AI-driven productivity applications monthly active users, company-reported","period":"June 2026","periodEnd":"2026-06-30","source":{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","title":"Meitu 2026 Interim Results: AI Applications for Productivity Continue to Break New Ground as Net Profit Grows 39.5% YoY","publisher":"Meitu Inc. (via Ghana News Agency)","publishedDate":"2026-08-28","accessedDate":"2026-10-22","tier":"T2","locator":"'MAU of Meitu's Applications for Productivity reached a record high of 33 million, an increase of 43.5% YoY'"}},"prior":{"low":23000000,"central":23000000,"high":23000000,"unit":"users","basis":"Meitu AI-driven productivity applications monthly active users, company-reported","period":"June 2025 (derived)","periodEnd":"2025-06-30","source":{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","title":"Meitu 2026 Interim Results: AI Applications for Productivity Continue to Break New Ground as Net Profit Grows 39.5% YoY","publisher":"Meitu Inc. (via Ghana News Agency)","publishedDate":"2026-08-28","accessedDate":"2026-10-22","tier":"T2","locator":"'an increase of 43.5% YoY'"},"note":"Derived: 33 million / 1.435 = 23.0 million."}}},"adobe":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"adobe","name":"Adobe","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0,"central":0.0113,"high":0.2252,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported' (CFO Dan Durn)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Acrobat and Express AI assistants are mostly business and productivity use. Central 0.502 million, high 10 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.003,"high":0.089,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported' (CFO Dan Durn)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 3 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":5.7851,"central":5.7851,"high":5.7851,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Nov 2025 (fiscal Q4 2025)","periodEnd":"2025-11-28","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T3","locator":"'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported' (CFO Dan Durn)"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. Adobe's CFO told Reuters that monthly active users of its freemium AI offerings rose 35% year on year to 'more than 70 million' (Storyboard18 citing Reuters, 11 Dec 2025, opened): a floor, so the figure is used as given. Adobe says it reached 1 billion monthly active users across its platform in Q3 FY2026 (Constellation Research, 10 Sep 2026, opened), which is not an AI-creation count. Share = 70 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 5.785%."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported' (CFO Dan Durn)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4eae9a6644f1835eed4aaf39f4561475282eeeebc9980d0568b0844f380833ee"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4eae9a6644f1835eed4aaf39f4561475282eeeebc9980d0568b0844f380833ee"}},"priorShares":{"general-assistants":{"low":0.0113,"central":0.0113,"high":0.0113,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.284 million. No prior-year figure was found for Adobe's users in this part, so they are assumed to have grown like the part's other products (1.77x). Function total a year earlier: 2,510 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alibaba, alphabet, anthropic, bytedance, deepseek, honor, huawei, moonshot, openai, oppo, vivo, xiaomi) and, for every other product, today's users divided by the sum-weighted average growth of those (1.77x). Two of the sourced rates are declines (DeepSeek, down 24%, and Kimi, down 47%, year on year), so their prior-year users are today's users divided by 0.76 and 0.53, which is more than today's. Share = 0.284 / 2,510 = 0.0113%."},"ai-search":{"low":0.0029,"central":0.0029,"high":0.0029,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.0796 million. No prior-year figure was found for Adobe's users in this part, so they are assumed to have grown like the part's other products (1.25x). Function total a year earlier: 2,700 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (alphabet) and, for every other product, today's users divided by the sum-weighted average growth of those (1.25x). Share = 0.0796 / 2,700 = 0.0029%."},"creation-tools":{"low":5.4581,"central":5.4581,"high":5.4581,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2024-11-28","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"freemium AI offerings monthly active users 'rising 35% year-on-year to more than 70 million'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 51.85 million. Adobe's CFO says monthly users of its freemium AI offerings rose 35% year on year (Storyboard18 citing Reuters, opened). Function total a year earlier: 950 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (adobe, canva, meitu) and, for every other product, today's users divided by the sum-weighted average growth of those (1.28x). Share = 51.85 / 950 = 5.458%."},"specialised-assistants":{"low":0.0147,"central":0.0147,"high":0.0147,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Year before the current period (derived)","periodEnd":"2025-09-30","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T5","locator":"No prior-year figure found for this part; Shown only as product evidence for the company; it gives no figure for this function. 'freemium AI offerings ... monthly active users rising 35% year-on-year to more than 70 million, Reuters reported'"},"note":"Prior-year share (T5 derivation), on the same family as the current share. Prior-year monthly users: 0.04696 million. No prior-year figure was found for Adobe's users in this part, so they are assumed to have grown like the part's other products (2.12x). Function total a year earlier: 320 million = 1.03 x the sum of every candidate's own prior-year users, using each sourced growth rate where one exists (amazon, jd-com) and, for every other product, today's users divided by the sum-weighted average growth of those (2.12x). Share = 0.04696 / 320 = 0.0147%."}},"activityGrowth":{"current":{"low":70000000,"central":70000000,"high":70000000,"unit":"users","basis":"Adobe freemium AI offerings monthly active users, company-reported","period":"Q4 FY2025 (to 28 Nov 2025)","periodEnd":"2025-11-28","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T3","locator":"'monthly active users of its freemium AI offerings rose 35% year on year to more than 70 million' (a floor)"}},"prior":{"low":51850000,"central":51850000,"high":51850000,"unit":"users","basis":"Adobe freemium AI offerings monthly active users, company-reported","period":"Q4 FY2024 (derived)","periodEnd":"2024-11-29","source":{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","title":"Adobe projects up to $26.1 bn in 2026 revenue on surging AI adoption","publisher":"Storyboard18 (citing Reuters)","publishedDate":"2025-12-11","accessedDate":"2026-10-22","tier":"T3","locator":"'rose 35% year on year'"},"note":"Derived: 70 million / 1.35 = 51.9 million; the 70 million is a floor."}}},"jd-com":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"jd-com","name":"JD.com","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0113,"high":0.4505,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/en/p/3835998714016904","title":"AI takes the lead, 618 adopts a new strategy","publisher":"36Kr (Retail Business Review)","publishedDate":"2026-06-06","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'JD.com's in-app AI assistant, Jingyan, served nearly 80 million users in the first quarter, a year-on-year increase of over 200%'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. JoyAI-type assistant; no figure. Central 0.502 million, high 20 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0149,"high":0.5935,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/en/p/3835998714016904","title":"AI takes the lead, 618 adopts a new strategy","publisher":"36Kr (Retail Business Review)","publishedDate":"2026-06-06","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'JD.com's in-app AI assistant, Jingyan, served nearly 80 million users in the first quarter, a year-on-year increase of over 200%'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.501 million, high 20 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0083,"high":0.4132,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://eu.36kr.com/en/p/3835998714016904","title":"AI takes the lead, 618 adopts a new strategy","publisher":"36Kr (Retail Business Review)","publishedDate":"2026-06-06","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'JD.com's in-app AI assistant, Jingyan, served nearly 80 million users in the first quarter, a year-on-year increase of over 200%'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 5 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":2.9412,"central":5.8824,"high":11.7647,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Q1 2026 (estimate)","periodEnd":"2026-03-31","source":{"url":"https://eu.36kr.com/en/p/3835998714016904","title":"AI takes the lead, 618 adopts a new strategy","publisher":"36Kr (Retail Business Review)","publishedDate":"2026-06-06","accessedDate":"2026-10-22","tier":"T5","locator":"'JD.com's in-app AI assistant, Jingyan, served nearly 80 million users in the first quarter, a year-on-year increase of over 200%'"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for Jingyan. JD's in-app assistant 'served nearly 80 million users in the first quarter, a year-on-year increase of over 200%' (36Kr, opened, 6 Jun 2026); a quarterly count of users is not a monthly count, so monthly users assumed 25 to 100% of it (central 50%): 40 million; high end 80 million. Share = 40 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 5.882%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f244e6610f492034c3f75490eeaeaa65405a79140fe66b33c1a598138b379a04"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f244e6610f492034c3f75490eeaeaa65405a79140fe66b33c1a598138b379a04"}}},"naver":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"naver","name":"NAVER","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0113,"high":0.3378,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.koreatimes.co.kr/business/tech-science/20260811/google-surpasses-naver-in-monthly-active-users-in-korea-for-1st-time","title":"Google surpasses Naver in monthly active users in Korea for 1st time","publisher":"The Korea Times","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Mobile Index: Google 47.02 million MAU in Korea, Naver 46.84 million, ChatGPT 16.46 million; Naver says it will expand AI Briefing"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.502 million, high 15 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0.1484,"central":0.4451,"high":1.0386,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-07-31","source":{"url":"https://www.koreatimes.co.kr/business/tech-science/20260811/google-surpasses-naver-in-monthly-active-users-in-korea-for-1st-time","title":"Google surpasses Naver in monthly active users in Korea for 1st time","publisher":"The Korea Times","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"Mobile Index: Google 47.02 million MAU in Korea, Naver 46.84 million, ChatGPT 16.46 million; Naver says it will expand AI Briefing"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5) for Naver's AI Briefing. Mobile Index data (Korea Times, opened, 11 Aug 2026) give Naver 46.84 million MAU in Korea in July 2026 and say Naver will expand AI Briefing; no AI Briefing user count was found. Assumed 10 to 75% of Naver's monthly users see AI Briefing in a month (central 30%): 15 million. Share = 15 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 0.4451%."},"creation-tools":{"low":0.4132,"central":1.6529,"high":4.9587,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-01-31","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) for the Snow and B612 photo apps (a16z lists B612 and Snow on its mobile top 50; no MAU itemised). Assumed 20 million AI-feature users. Share = 20 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 1.653%."},"specialised-assistants":{"low":0,"central":0.4412,"high":4.4118,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Papago translation is on a16z's mobile top 50; translation is not clearly a learning assistant, so only an allowance is given. Central 3 million, high 30 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"26b2ca6c94e88e964ce6fd53401152785507bd64d6d33cdb1ba4032c8b2f7eaf"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"26b2ca6c94e88e964ce6fd53401152785507bd64d6d33cdb1ba4032c8b2f7eaf"}}},"qihoo-360":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"qihoo-360","name":"Qihoo 360 (360 Security Technology)","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.045,"high":0.9009,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.n.cn/","title":"纳米AI","publisher":"360 (Nano AI)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Nano AI search and multi-agent assistant integrating DeepSeek, Qwen and other models"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Nano AI's agent assistant (page opened). Central 2 million, high 40 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0.1484,"central":0.5935,"high":2.3739,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://www.n.cn/","title":"纳米AI","publisher":"360 (Nano AI)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Home page: Nano AI search and multi-agent assistant integrating DeepSeek, Qwen and other models"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5) for Nano AI search. Nano AI's page (opened) describes search and multi-agent features integrating DeepSeek and Qwen; no user count was found (360.cn returned 403 and was not retried). Reasoned judgement: a mid-sized AI search app of the order of 20 million monthly users (low 5, high 80), well below Baidu's Ernie Assistant (more than 200 million, WSJ via DigitalToday, opened) and Quark. Share = 20 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 0.5935%."},"creation-tools":{"low":0,"central":0.0413,"high":0.8264,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.n.cn/","title":"纳米AI","publisher":"360 (Nano AI)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Nano AI search and multi-agent assistant integrating DeepSeek, Qwen and other models"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Video and slide generation in Nano AI. Central 0.5 million, high 10 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.n.cn/","title":"纳米AI","publisher":"360 (Nano AI)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Nano AI search and multi-agent assistant integrating DeepSeek, Qwen and other models"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6ff550f502a645d8a3cf2c9738e759af1f2737b8bd1f48adcc7873d85ee875f2"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6ff550f502a645d8a3cf2c9738e759af1f2737b8bd1f48adcc7873d85ee875f2"}}},"ant-group":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"ant-group","name":"Ant Group (AQ, Lingguang)","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.045,"high":1.1261,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://fintechnews.hk/37626/ai/ant-group-ai-pay-aq-100-million-users-chinese-new-year/","title":"Ant Group Sees AI Payment and Health Apps Surpass 100 Million Users During Chinese New Year","publisher":"Fintech News Hong Kong","publishedDate":"2026-02-23","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'The app exceeded 100 million users during the holiday period' (AQ, cumulative users, not monthly active)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Ant's Lingguang and Afu assistants were not confirmed by an opened source. Central 2 million, high 50 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0149,"high":0.5935,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://fintechnews.hk/37626/ai/ant-group-ai-pay-aq-100-million-users-chinese-new-year/","title":"Ant Group Sees AI Payment and Health Apps Surpass 100 Million Users During Chinese New Year","publisher":"Fintech News Hong Kong","publishedDate":"2026-02-23","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'The app exceeded 100 million users during the holiday period' (AQ, cumulative users, not monthly active)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.501 million, high 20 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":0.8264,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://fintechnews.hk/37626/ai/ant-group-ai-pay-aq-100-million-users-chinese-new-year/","title":"Ant Group Sees AI Payment and Health Apps Surpass 100 Million Users During Chinese New Year","publisher":"Fintech News Hong Kong","publishedDate":"2026-02-23","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'The app exceeded 100 million users during the holiday period' (AQ, cumulative users, not monthly active)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.5 million, high 10 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":1.4706,"central":3.5471,"high":14.7059,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (monthly users)","periodEnd":"2026-05-31","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile May 2026 ranking via 36Kr: 'Ant Aifu has 24.12 million monthly active users and ranks among the top five on the list'; Fintech News HK (23 Feb 2026): AQ 'exceeded 100 million users during the holiday period'"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. Ant's AI health assistant (called Aifu in the 36Kr text and AQ in Fintech News Hong Kong; treated here as the same product, an inference): QuestMobile's May 2026 ranking (36Kr, opened) gives 24.12 million monthly users. Ant says AQ exceeded 100 million users during the February 2026 holiday period (Fintech News Hong Kong, opened), a cumulative count, which sets the high end; low 10 million. This replaces the screening central of 50 million. Share = 24.12 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 3.547%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9df3706cd69db394640a70022aae6e3a4e09dcb55e4a09462d6378ba3755f0bd"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9df3706cd69db394640a70022aae6e3a4e09dcb55e4a09462d6378ba3755f0bd"}}},"picsart":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"picsart","name":"Picsart","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0023,"high":0.0676,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://picsart.com/","title":"Picsart: The AI Creative Platform","publisher":"Picsart","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: all-in-one creative platform with generative AI tools"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 3 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.003,"high":0.0297,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://picsart.com/","title":"Picsart: The AI Creative Platform","publisher":"Picsart","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: all-in-one creative platform with generative AI tools"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 1 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":1.0744,"central":3.2231,"high":6.4463,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"February 2026 (company statement)","periodEnd":"2026-02-28","source":{"url":"https://martechedge.com/news/picsart-aura-debuts-as-voice-first-ai-creative-partner-for-130m-users","title":"Picsart Aura Debuts as Voice-First AI Creative Partner for 130M Users","publisher":"MarTech Edge (Business Wire release)","publishedDate":"2026-02-24","accessedDate":"2026-10-23","tier":"T5","locator":"Picsart release: 'the all-in-one design platform with more than 130 million monthly active users'; gives no share of users who use AI tools"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) of AI-feature users. The company says Picsart has more than 130 million monthly active users (Picsart release via MarTech Edge, 24 Feb 2026, opened; T2). Picsart's own page (opened) shows an AI creative platform, and its '10M+' figure there counts web visitors only and is not used; a16z (opened) lists Picsart on its January 2026 mobile top 50 (Sensor Tower) without a count. Reasoned judgement: 30% of the 130 million use an AI feature in a month (range 10 to 60%): 130 x 0.30 = 39 million central, 13 million low, 78 million high. The 30% rate is a stated judgement (a recorded method decision), below the family's 45% default for suites: Picsart publishes no AI-feature rate, and the 10 to 60% range spans it. Share = 39 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 3.223%."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.1471,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://picsart.com/","title":"Picsart: The AI Creative Platform","publisher":"Picsart","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: all-in-one creative platform with generative AI tools"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 1 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d567ab76cedf8d2a68ffe46b288d5c6b764e7c4c1328833676f36d72f5e725d4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d567ab76cedf8d2a68ffe46b288d5c6b764e7c4c1328833676f36d72f5e725d4"}}},"zuoyebang":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"zuoyebang","name":"Zuoyebang (Question.AI)","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0023,"high":0.0676,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 3 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0059,"high":0.1484,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Photo search. Central 0.199 million, high 5 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0083,"high":0.1653,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 2 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":1.4706,"central":4.4118,"high":11.7647,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-06-30","source":{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","title":"Gauth AI Review: Can This Tool Really Help You Study Like a Real Teacher?","publisher":"UC Strategies","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Gauth daily active users peaked at 1.39 million (Futunn); '2 million peak daily active users globally in 2024' (ChinaTalk); Question.AI, backed by Zuoyebang, is the #3 iOS education app"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for Question.AI and the Zuoyebang app's AI tutoring. UC Strategies (opened) says Question.AI, backed by Zuoyebang, is the #3 iOS education app, behind Gauth; Zuoyebang's home page (opened) lists its education products. No user count was found. Share = 30 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 4.412%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1f96174d40e5a4fa309560f8e68708bbf339351573f4948aba623c0260fc4225"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1f96174d40e5a4fa309560f8e68708bbf339351573f4948aba623c0260fc4225"}}},"genspark":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"genspark","name":"Genspark","kind":"private","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0.0676,"central":0.2252,"high":0.6757,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-01-31","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5). a16z (opened) says Genspark made the web ranking in its debut edition, raised a $300M Series B and announced a $100M revenue run rate (verified commercial activity); no user count. Genspark's site returned a Cloudflare challenge, so it was not opened. Share = 10 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 0.2252%."},"ai-search":{"low":0.0297,"central":0.1484,"high":0.5935,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-01-31","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5): Genspark began as an AI search engine; a16z (opened) lists it as a horizontal agent; no user count. Share = 5 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 0.1484%."},"creation-tools":{"low":0,"central":0.0165,"high":0.6612,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Slides and document generation. Central 0.2 million, high 8 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.2941,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://a16z.com/100-gen-ai-apps-6/","title":"The Top 100 Gen AI Consumer Apps - 6th Edition","publisher":"Andreessen Horowitz (Olivia Moore)","publishedDate":"2026-03-09","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Web ranking by Similarweb visits and mobile ranking by Sensor Tower monthly active users, both January 2026; product lists under 'Top 50 Gen AI Consumer Web Products' and 'Top 50 Gen AI Consumer Mobile Apps'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 2 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e1a15d1b3726d0d4c981472453b0f912abe18a1ac2769b297309a1716d883377"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e1a15d1b3726d0d4c981472453b0f912abe18a1ac2769b297309a1716d883377"}}},"walmart":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"walmart","name":"Walmart (Sparky)","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0023,"high":0.045,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","title":"Walmart sees speed and convenience boosting trust in its AI agent","publisher":"Retail Dive","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'About half of Walmart app users have interacted with Sparky' (David Guggina, Q4 FY2026 call); order value about 35% higher"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 2 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0149,"high":0.4451,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","title":"Walmart sees speed and convenience boosting trust in its AI agent","publisher":"Retail Dive","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'About half of Walmart app users have interacted with Sparky' (David Guggina, Q4 FY2026 call); order value about 35% higher"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Sparky also helps search. Central 0.501 million, high 15 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0083,"high":0.0826,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","title":"Walmart sees speed and convenience boosting trust in its AI agent","publisher":"Retail Dive","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'About half of Walmart app users have interacted with Sparky' (David Guggina, Q4 FY2026 call); order value about 35% higher"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.1 million, high 1 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":1.4706,"central":3.6765,"high":8.8235,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-02-26","source":{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","title":"Walmart sees speed and convenience boosting trust in its AI agent","publisher":"Retail Dive","publishedDate":"2026-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"'About half of Walmart app users have interacted with Sparky' (David Guggina, Q4 FY2026 call); order value about 35% higher"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for Sparky. Walmart says about half of Walmart app users have interacted with Sparky (Walmart U.S. CEO David Guggina, Q4 FY2026 call, via Retail Dive, 26 Feb 2026, opened); no Walmart app user count was opened, so monthly Sparky users are assumed at 10 to 60 million (central 25 million). Share = 25 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 3.676%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3649f04161313d00d6b83b96428e24e3181a4305b787f48b592997fa820e46ef"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3649f04161313d00d6b83b96428e24e3181a4305b787f48b592997fa820e46ef"}}},"minimax":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"minimax","name":"MiniMax","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0,"central":0.0225,"high":0.4505,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.minimax.io/","title":"MiniMax","publisher":"MiniMax","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: 'AI-native products with over 300 million users' (company claim, cumulative across products)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. MiniMax's general assistant app; the home page (opened) claims 'over 300 million users' across products, cumulative. Central 0.997 million, high 20 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.003,"high":0.089,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.minimax.io/","title":"MiniMax","publisher":"MiniMax","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: 'AI-native products with over 300 million users' (company claim, cumulative across products)"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 3 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0.2479,"central":0.5785,"high":1.6529,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Sep 2025 (nine months), estimate","periodEnd":"2025-09-30","source":{"url":"https://www.thestandard.com.hk/market/article/319916/Chinese-AI-firm-MiniMax-to-launch-HK-IPO-in-early-January-to-raise-up-to-US700-million","title":"Chinese AI firm MiniMax to launch HK IPO in early January to raise up to US$700 million","publisher":"The Standard (Hong Kong), from Reuters","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"'monthly active user figures for its products had risen from 3.1 million in 2023 to 19.1 million in 2024, and to 27.6 million by the end of September 2025' (exchange filing)"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) for Hailuo AI video, image and music. The company's exchange filing (Reuters via The Standard, opened) gives average MAU of its AI-native products of 3.1 million in 2023, 19.1 million in 2024 and 27.6 million in the nine months to September 2025, with no split. Assumed about 25% of that (7 million) for Hailuo; the interim results (HKEXnews, opened) show AI-native products revenue up 100.9% to $42.6 million in H1 2026 (verified commercial activity). Share = 7 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 0.5785%."},"specialised-assistants":{"low":1.1765,"central":2.9412,"high":5.1471,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Sep 2025 (nine months), estimate","periodEnd":"2025-09-30","source":{"url":"https://www.thestandard.com.hk/market/article/319916/Chinese-AI-firm-MiniMax-to-launch-HK-IPO-in-early-January-to-raise-up-to-US700-million","title":"Chinese AI firm MiniMax to launch HK IPO in early January to raise up to US$700 million","publisher":"The Standard (Hong Kong), from Reuters","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"'monthly active user figures for its products had risen from 3.1 million in 2023 to 19.1 million in 2024, and to 27.6 million by the end of September 2025' (exchange filing)"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for Talkie and Xingye companion apps: about 75% of the 27.6 million average MAU of AI-native products (see Creation; exchange filing via Reuters and The Standard, opened), 27.6 x 0.75 = 20 million. Share = 20 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 2.941%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a35aa27e1e025ab16c068fc94eb7cf450c7ecc8dfbaad031d1c38b6272e322af"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a35aa27e1e025ab16c068fc94eb7cf450c7ecc8dfbaad031d1c38b6272e322af"}}},"pinterest":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"pinterest","name":"Pinterest","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0,"central":0.0023,"high":0.0676,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/earnings-result/Q2-2026-Press-Release.pdf","title":"Q2 2026 Press Release","publisher":"Pinterest","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'All-time high of 640 million global monthly active users'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. No general assistant. Central 0.1 million, high 3 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0.0297,"central":0.2374,"high":0.8902,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/earnings-result/Q2-2026-Press-Release.pdf","title":"Q2 2026 Press Release","publisher":"Pinterest","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"'All-time high of 640 million global monthly active users'"},"note":"Measurement family for this part, used for every company: monthly users of the AI-answer feature as the company reports them (no panel measures AI answers inside search); where a company reports none, a T5 estimate. 5LayerCake estimate (T5). Pinterest has 640 million monthly active users (Q2 2026 release, opened). No Pinterest Assistant or AI-search user count is published; assumed 0.2 to 5% of monthly users (central 1.25%): 640 x 0.0125 = 8 million. Share = 8 million / 3,370 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 3,000 million; a recorded method decision uses the sourced total) = 0.2374%."},"creation-tools":{"low":0,"central":0.0413,"high":2.4793,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/earnings-result/Q2-2026-Press-Release.pdf","title":"Q2 2026 Press Release","publisher":"Pinterest","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. 'All-time high of 640 million global monthly active users'"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. AI-generated and AI-edited pins; no figure. Central 0.5 million, high 30 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0.2941,"central":1.4706,"high":5.8824,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/earnings-result/Q2-2026-Press-Release.pdf","title":"Q2 2026 Press Release","publisher":"Pinterest","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"'All-time high of 640 million global monthly active users'"},"note":"Measurement family for this part, used for every company: monthly users of the dedicated companion, tutoring, health or shopping assistant as the company or a panel reports them; where only cumulative, quarterly or holiday-period counts exist, a stated conversion to monthly users; where none, a T5 estimate. 5LayerCake estimate (T5) for the Pinterest shopping assistant; 640 million monthly users (opened); no assistant user count is published; assumed 0.3 to 6% of monthly users. Share = 10 million / 680 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 300 million; a recorded method decision uses the sourced total) = 1.471%."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c0a571f08b090e997b5b836ba1e5d6e16f1a054da6319295d77806f36a60796"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1c0a571f08b090e997b5b836ba1e5d6e16f1a054da6319295d77806f36a60796"}}},"kuaishou":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"kuaishou","name":"Kuaishou","kind":"public","commercialActivityVerified":true,"shares":{"general-assistants":{"low":0,"central":0.0113,"high":0.3378,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.thailand-business-news.com/pr-news/kuaishou-technology-announces-second-quarter-and-interim-2026-unaudited-financial-results","title":"Kuaishou Technology Announces Second Quarter and Interim 2026 Unaudited Financial Results","publisher":"Kuaishou Technology (via Thailand Business News)","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Kling AI 'generated revenue of over RMB850 million' in Q2 2026, up more than 200%; no Kling user count; Kuaishou App average MAU 797.3 million"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Kuaishou's App-side AI assistant; no figure. Central 0.502 million, high 15 million, against a function total of 4,440 million product MAU."},"ai-search":{"low":0,"central":0.0059,"high":0.2967,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.thailand-business-news.com/pr-news/kuaishou-technology-announces-second-quarter-and-interim-2026-unaudited-financial-results","title":"Kuaishou Technology Announces Second Quarter and Interim 2026 Unaudited Financial Results","publisher":"Kuaishou Technology (via Thailand Business News)","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Kling AI 'generated revenue of over RMB850 million' in Q2 2026, up more than 200%; no Kling user count; Kuaishou App average MAU 797.3 million"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.199 million, high 10 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0.8264,"central":2.0661,"high":4.9587,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"March 2026 and later (estimate)","periodEnd":"2026-03-31","source":{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","title":"The AI Video Apps Gaining Ground After OpenAI's Sora Shutdown","publisher":"Bloomberg News (Natalie Lung), via Bloomberg Law","publishedDate":"2026-04-01","accessedDate":"2026-10-22","tier":"T5","locator":"'Kling AI was leading in global monthly active users, averaging 7.8 million in March compared with 4.7 million for Sora' (Sensor Tower data); OpenAI said it would shutter Sora"},"note":"Measurement family for this part, used for every company: monthly users of the creation product or suite (company-reported; Sensor Tower mobile MAU via a16z where the company reports none) times a stated assumed AI-feature rate of about 45% (range 20-70%) for suites where AI is one feature among many; AI-only tools are counted in full. 5LayerCake estimate (T5) for Kling AI (counted here for Kuaishou, as the register consolidates Kling into Kuaishou). Bloomberg News (opened) reports Kling at 7.8 million global mobile MAU in March 2026 (Sensor Tower), a mobile-only count; Kling earned over RMB 850 million in Q2 2026, up more than 200% (Kuaishou Q2 release, opened; verified commercial activity); web users are additional. Central 25 million; low 10, high 60 million. Share = 25 million / 1,210 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 500 million; a recorded method decision uses the sourced total) = 2.066%."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.thailand-business-news.com/pr-news/kuaishou-technology-announces-second-quarter-and-interim-2026-unaudited-financial-results","title":"Kuaishou Technology Announces Second Quarter and Interim 2026 Unaudited Financial Results","publisher":"Kuaishou Technology (via Thailand Business News)","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Kling AI 'generated revenue of over RMB850 million' in Q2 2026, up more than 200%; no Kling user count; Kuaishou App average MAU 797.3 million"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"377f335138fdcede7e98e10322c30f48d04a1e3208ec65ccba37559ef03cffee"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"377f335138fdcede7e98e10322c30f48d04a1e3208ec65ccba37559ef03cffee"}}},"superhuman":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"superhuman","name":"Superhuman (formerly Grammarly)","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.045,"central":0.2252,"high":0.6306,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (estimate)","periodEnd":"2026-09-30","source":{"url":"https://www.grammarly.com/","title":"Grammarly: Free AI Writing Assistance","publisher":"Grammarly (Superhuman)","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"Home page, © 2026 Superhuman Platform: 'Trusted by 50,000 organizations and 40 million people'; plan table: 100 AI prompts on the free plan, 2,000 on Pro"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. 5LayerCake estimate (T5) for the Grammarly AI writing assistant (Superhuman); no panel counts it. Anchor: Grammarly's home page (opened) says 'Trusted by 50,000 organizations and 40 million people', and the company's rebrand announcement (https://www.grammarly.com/blog/company/announcing-company-rebrand-to-superhuman/, updated 5 Nov 2025, opened) says the company has more than 40 million daily users (company statements, T2), so the whole user base is about 40 million. The home page's plan table gives free users 100 AI prompts, so generative AI reaches the whole base, but most use is proofreading. Reasoned judgement: 25% of the 40 million base use the generative assistant in a month, 10 million (low 5%, 2 million; high 70%, 28 million, the upper rate the creation-tools family allows). All three values stay inside the 40 million base. This replaces the earlier central of 25 million, which was more than half of the base. Share = 10 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 0.2252%."},"ai-search":{"low":0,"central":0.003,"high":0.0297,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.grammarly.com/","title":"Grammarly: Free AI Writing Assistance","publisher":"Grammarly (Superhuman)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI writing assistance across apps and websites"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0995 million, high 1 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0826,"high":1.6529,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.grammarly.com/","title":"Grammarly: Free AI Writing Assistance","publisher":"Grammarly (Superhuman)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI writing assistance across apps and websites"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Text generation is counted in General assistants. Central 1 million, high 20 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.1471,"high":2.2059,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.grammarly.com/","title":"Grammarly: Free AI Writing Assistance","publisher":"Grammarly (Superhuman)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: AI writing assistance across apps and websites"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 15 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"da309e76bc8c4e0e981df002913971cbb07bd8994088a77d3d0987e6478b6f8b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"da309e76bc8c4e0e981df002913971cbb07bd8994088a77d3d0987e6478b6f8b"}}},"moonshot":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"moonshot","name":"Moonshot AI (Kimi)","kind":"private","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.1678,"central":0.1678,"high":0.1678,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"May 2026 (monthly users)","periodEnd":"2026-05-31","source":{"url":"https://eu.36kr.com/en/p/3856631136900359","title":"ByteDance's Computing Power Under Pressure, Tencent Betting on Both Sides: Who Will Foot the Bill for 710 Million Monthly Active AI Users?","publisher":"36Kr","publishedDate":"2026-06-17","accessedDate":"2026-10-22","tier":"T4","locator":"QuestMobile May 2026 ranking via 36Kr: 'Kimi's monthly active user count is 7.45 million, a year-on-year decrease of 47%'"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Kimi: QuestMobile's May 2026 ranking (36Kr, opened) gives 7.45 million monthly users, down 47% on the year; Moonshot's chief executive said in a full-staff letter at the end of 2025 that the company would not chase user numbers in 2026 (same article). This replaces the screening estimate of 25 million, which rested on weak sources. Share = 7.45 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 0.1678%."},"ai-search":{"low":0,"central":0.0297,"high":0.2967,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.kimi.com/","title":"Kimi AI 官网 - K3 上线","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Kimi chat assistant, K3 launched"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 1 million, high 10 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0413,"high":0.4132,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.kimi.com/","title":"Kimi AI 官网 - K3 上线","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Kimi chat assistant, K3 launched"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Slides and images in Kimi. Central 0.5 million, high 5 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.0147,"high":0.4412,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.kimi.com/","title":"Kimi AI 官网 - K3 上线","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Home page: Kimi chat assistant, K3 launched"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.0998 million, high 3 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c13011a6491ea2303e95bda65151f4574599435f6a9c7a809ec076ffe49f49cb"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c13011a6491ea2303e95bda65151f4574599435f6a9c7a809ec076ffe49f49cb"}}},"iflytek":{"schema":"5lc-index-inputs/1","key":"applications-consumer","entityId":"iflytek","name":"iFLYTEK","kind":"public","commercialActivityVerified":false,"shares":{"general-assistants":{"low":0.0178,"central":0.0532,"high":0.1595,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"June 2026 (monthly users)","periodEnd":"2026-06-30","source":{"url":"https://www.36kr.com/p/3978950590430214","title":"科大讯飞，为什么总差一个大结果？ (Why does iFLYTEK always fall just short of a big result?)","publisher":"36Kr (from the WeChat account 听潮TI)","publishedDate":"2026-09-11","accessedDate":"2026-10-23","tier":"T4","locator":"36Kr, citing the AI Product Chart (AI产品榜) for June 2026: the iFLYTEK Spark app had 2.36 million monthly active users, ranked 22nd among China's AI applications; the same list gives Kimi 22.69 million"},"note":"Measurement family for this part, used for every company: independent panel counts of an assistant's monthly users — Sensor Tower 'True Audience' (unique users across mobile app and web, outside mainland China) and QuestMobile (mainland China, mobile) — so products are counted the same way. Where no panel counts the product (assistants inside phones, chat apps and shopping apps) the value is a T5 estimate on the same scale. Company-reported counts, which include use inside other apps, are not used as central values; where a company reports more than the panel, its figure sets the high end. Spark app (iFLYTEK): the AI Product Chart (AI产品榜), a third-party ranking, puts the Spark app at 2.36 million monthly active users in June 2026, 22nd among China's AI applications (T4; 36Kr, 11 Sep 2026, opened). That chart reads higher than QuestMobile for the same app: for Kimi it gives 22.69 million (same 36Kr article) against QuestMobile's 7.45 million for May 2026 (36Kr, 17 Jun 2026, https://eu.36kr.com/en/p/3856631136900359, opened), a factor of 3.0. Central 2.36 million is the chart's count; low 0.79 million divides it by that factor to put it on QuestMobile's scale, and high 7.08 million multiplies it by the same factor (a T5 judgement). The count covers the Spark app only; Spark inside iFLYTEK devices is not counted. The app's App Store listing (https://apps.apple.com/py/app/%E8%AE%AF%E9%A3%9E%E6%98%9F%E7%81%AB-%E6%87%82%E4%BD%A0%E7%9A%84ai%E5%8A%A9%E6%89%8B/id6449919551, opened) shows no user count. This replaces the earlier central of 8 million, which rested on Spark not being named in a QuestMobile top-ten list. Share = 2.36 million / 4,440 million (function total: sum of the candidates' central monthly users in this part's family, plus 3% for products outside the register; the card's total was 4,480 million; a recorded method decision uses the sourced total) = 0.0532%."},"ai-search":{"low":0,"central":0.0059,"high":0.1484,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://apps.apple.com/py/app/%E8%AE%AF%E9%A3%9E%E6%98%9F%E7%81%AB-%E6%87%82%E4%BD%A0%E7%9A%84ai%E5%8A%A9%E6%89%8B/id6449919551","title":"讯飞星火-懂你的AI助手 (iFLYTEK Spark, your AI assistant)","publisher":"Apple App Store listing (developer: 科大讯飞 iFLYTEK)","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Listing text: the assistant includes academic search within its paper-research support; no user count"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.199 million, high 5 million, against a function total of 3,370 million product MAU."},"creation-tools":{"low":0,"central":0.0165,"high":0.4132,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://apps.apple.com/py/app/%E8%AE%AF%E9%A3%9E%E6%98%9F%E7%81%AB-%E6%87%82%E4%BD%A0%E7%9A%84ai%E5%8A%A9%E6%89%8B/id6449919551","title":"讯飞星火-懂你的AI助手 (iFLYTEK Spark, your AI assistant)","publisher":"Apple App Store listing (developer: 科大讯飞 iFLYTEK)","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. Listing text: generates images in various styles from a sentence and creates custom virtual-human videos; no user count"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Central 0.2 million, high 5 million, against a function total of 1,210 million product MAU."},"specialised-assistants":{"low":0,"central":0.2941,"high":5.8824,"unit":"percent","basis":"Share of the function's monthly active users, latest reported month","period":"Latest month (allowance)","periodEnd":"2026-09-30","source":{"url":"https://www.sohu.com/a/1065509220_258768","title":"科大讯飞上半年营收116.23亿元：星火智能批阅机签约销售同比增长14倍 (iFLYTEK H1 revenue CNY 11.623bn; Spark grading machines sales up 14-fold)","publisher":"快科技 (Kkj/MyDrivers), via Sohu","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"Shown only as product evidence for the company; it gives no figure for this function. iFLYTEK AI learning machines and Spark grading machines (over 3.6 million assignments graded a day in spring 2026), reported from the company's half-year results; no app user count"},"note":"5LayerCake allowance (T5), not a measurement: no usage figure for this function was found in the opened sources. Learning devices and tutoring features; sold as devices, no MAU published. Central 2 million, high 40 million, against a function total of 680 million product MAU."}},"screening":{"general-assistants":{"levelLow":1,"levelHigh":2},"ai-search":{"levelLow":1,"levelHigh":2},"creation-tools":{"levelLow":1,"levelHigh":2},"specialised-assistants":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cce75e6148469dd02cd6c41a91a716e9fcab44ee98cc679c4e83b831540623a7"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cce75e6148469dd02cd6c41a91a716e9fcab44ee98cc679c4e83b831540623a7"}}}},"ratings":{"alphabet":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"alphabet","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Gemini had 662 million monthly users in May 2026 (Sensor Tower); shifting that load to rivals takes months, not weeks."},{"url":"https://news.bloomberglaw.com/tech-and-telecom-law/anthropics-claude-chatbot-goes-down-for-thousands-of-users-1","date":"2026-03-02","support":"A one-week demand surge took Claude's consumer apps offline ('unprecedented demand'): rival capacity ramps are not instant."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"The best alternative, ChatGPT, is larger: over 1.1 billion monthly users versus Gemini's 662 million (May 2026)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]}},"ai-search":{"alternatives":{"level":3,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Apple's Eddy Cue did not believe any existing search engine could dethrone Google (remedies opinion, ECF p.144)."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Microsoft's Copilot Answers is described as the AI search feature analogous to AI Overviews (ECF p.42); ChatGPT builds its own index (ECF p.143)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court: an index answering 80% of queries is attainable short-to-medium term; the long tail is 'particularly challenging' (ECF p.143)."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"The court set a six-year judgment term for remedies meant to let rivals build competitive indexes (ECF p.10)."}]},"capabilityGap":{"level":4,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Google receives nine times more queries daily than all rivals combined, 19 times on mobile (ECF p.83)."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"13 months of Google click-and-query data equals 17.5 years of Bing data; 93% of unique phrases seen only by Google (ECF p.93)."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"The company says AI Overviews has over 2.5 billion monthly users and AI Mode over 1 billion (I/O 2026)."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Video generators Kling AI, Higgsfield and PixVerse rank alongside Google Labs (Veo 3, #25 on the web list)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"A week after OpenAI said it would shut Sora, rivals such as Kling and Runway were already gaining ground."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Kling AI led AI video apps with 7.8 million monthly mobile users in March 2026 (Sensor Tower)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Mobile top 50 includes homework helpers Gauth, Photomath and Brainly."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"Rival study tools are free inside existing assistants, so NotebookLM users can switch without a ramp (rater inference)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"alphabet","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so the Gemini app has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Gemini's US share of top-seven chatbot app daily users rose from about 13% to 25% and its worldwide share from 9% to 25% between Aug 2025 and Feb 2026; adoption moves in months in both directions."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): the average AI user now uses 3.0 general assistants, so Gemini users already hold substitutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower counts 1.1 billion ChatGPT monthly users against Gemini's 662 million (May 2026): the best alternative is larger, not smaller."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (July 2026) names six labs above 50 on its index and does not list Google among them, so rivals' models are at or above Gemini's quality."}]}},"ai-search":{"alternatives":{"level":3,"evidence":[{"url":"https://gs.statcounter.com/search-engine-market-share","date":"2026-09","support":"Statcounter (Sept 2026; month given): worldwide search share is Google 89.94%, Bing 5.29%, Yahoo 1.36%, Yandex 1.30%, DuckDuckGo 0.74% and Baidu 0.44%; only a few others hold any scale."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts ChatGPT at over 1.1 billion monthly users (June 2026), the main AI-answer rival, but it is a chatbot with search features; Bing and ChatGPT search are the two or three comparable options."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.promarket.org/2026/03/12/ai-transforms-search-in-a-way-that-could-make-googles-default-advantage-stronger/","date":"2026-03-12","support":"ProMarket (12 Mar 2026, commentary): Google reports over five trillion searches a year, 'orders of magnitude more queries than any standalone chatbot'; rivals would need a large capacity and distribution build to absorb that volume. My 1-2 year estimate is a judgement, not a sourced figure."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google (19 May 2026): AI Overviews has over 2.5 billion monthly active users and AI Mode over 1 billion, a base no rival has built in a year."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.promarket.org/2026/03/12/ai-transforms-search-in-a-way-that-could-make-googles-default-advantage-stronger/","date":"2026-03-12","support":"ProMarket argues OpenAI and Anthropic rely on third-party search infrastructure and lack Google's web-scale index and default distribution (commentary by an author who discloses past work adverse to Google)."},{"url":"https://www.justice.gov/opa/pr/department-justice-wins-significant-remedies-against-google","date":"2025-09-02","support":"DOJ (2 Sep 2025): the court ordered Google to share certain search index and user-interaction data and offer syndication to competitors, to help rivals compete."}]}},"creation-tools":{"alternatives":{"level":2,"evidence":[{"url":"https://www.deeplearning.ai/the-batch/bytedance-adds-state-of-the-art-seedance-2-0-video-to-capcut-while-openai-retreats","date":"2026-05-08","support":"The Batch (8 May 2026): Seedance 2.0, HappyHorse-1.0 and SkyReels V4 compete with Google in video generation; Sora was discontinued in March."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Midjourney (#46 on web), Kling, Higgsfield, Freepik, Photoroom and Leonardo as image and video rivals: four to five at comparable quality."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.deeplearning.ai/the-batch/bytedance-adds-state-of-the-art-seedance-2-0-video-to-capcut-while-openai-retreats","date":"2026-05-08","support":"The article's arena.ai and Artificial Analysis video comparisons name Seedance 2.0 and HappyHorse-1.0 as leaders and mention no Google model, so the best alternative is at least at parity (preliminary rankings)."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says over 50 billion images have been generated with Nano Banana (19 May 2026), but rivals' video models are at parity or ahead."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): US consumers use AI for health questions (25%), companions (about 6% of Americans) and shopping, across many products including Character.AI, Nomi and Replika: this part has many substitutes for Google's NotebookLM and specialised assistants."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists assistants for learning (Brainly, Gauth, Photomath, NotebookLM), companions (Character.ai, Janitor AI, Polybuzz and others) and general chat that cover the same uses."},{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies (27 Jan 2026): Gauth, Question.AI, Photomath, Chegg, Brainly and general assistants are named alongside each other as study tools."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo says users add tools rather than replace them when switching is free; I judge a companion or tutor can be swapped within days (no direct data)."},{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: general chatbot shares moved by 10 or more points in six months (Aug 2025-Feb 2026); specialised use probably moves at least as fast."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): general assistants and specialised apps appear on the same top lists, and 72% of AI users in Menlo's survey already use both general and specialised products."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): 72% of AI users use both general and specialised products, so the best alternative is not constrained by capability."}]}}}}},"openai":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"openai","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://news.bloomberglaw.com/tech-and-telecom-law/anthropics-claude-chatbot-goes-down-for-thousands-of-users-1","date":"2026-03-02","support":"Claude's consumer apps went down amid 'unprecedented demand' from a one-week surge (Bloomberg, 2 Mar 2026)."},{"url":"https://techcrunch.com/2026/03/06/claudes-consumer-growth-surge-continues-after-pentagon-deal-debacle/","date":"2026-03-06","support":"Anthropic says Claude saw more than 1 million sign-ups a day; rivals cannot absorb 1.1 billion users in weeks (rater inference)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Nano Banana reportedly brought about 10 million new users to Gemini in its first week; at such rates absorbing ChatGPT takes months."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says the Gemini app passed 900 million monthly users and it trains across more than 1 million TPUs: the best alternative is close in capability, smaller in users."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Mobile top 50 includes homework helpers Gauth, Photomath and Brainly."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Users increasingly turn to AI for health questions; ChatGPT and Claude analyse medical reports and fitness data."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"Equivalent study features are free in rival assistants; users can move in minutes (rater inference from availability)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Dedicated shopping assistants operate at larger scale, e.g. Alexa for Shopping with over 350 million customers in 12 months."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Users increasingly turn to AI for health questions; ChatGPT and Claude analyse medical reports and fitness data."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"openai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so ChatGPT has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: ChatGPT's share of top-seven chatbot app daily users fell from 57% to 42% in the US between Aug 2025 and Feb 2026, while Gemini's US share doubled to about 25% and Claude's tripled in one month; users re-sort within months, so replacing ChatGPT's volume is fast."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo survey (July 2026): the average AI user uses 3.0 general assistants, up from 2.2; the report says when switching is free, people add tools rather than replace them (section 'The Average Consumer Uses Multiple AI Tools')."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z notes context and connectors raise switching costs, yet reports about 20% of weekly ChatGPT web users also use Gemini (section 1); the evidence on balance shows weeks, not months, to move volume."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Jan 2026 data): ChatGPT has about 2.7x Gemini's web traffic and 2.5x its mobile MAU, with 1.3x (web) and 2.2x (mobile) more sessions per user, and about 8x Claude's US paid subscribers: the best alternative is smaller at scale."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower counts over 1.1 billion ChatGPT monthly users against 662 million for Gemini (May 2026), so the nearest substitute would need roughly 1.7x its audience to absorb ChatGPT's volume."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): US consumers use AI for health questions (25%), companions (about 6% of Americans) and shopping, across many products including Character.AI, Nomi and Replika: this part has many substitutes for ChatGPT's health, study and shopping entry points."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists assistants for learning (Brainly, Gauth, Photomath, NotebookLM), companions (Character.ai, Janitor AI, Polybuzz and others) and general chat that cover the same uses."},{"url":"https://www.caixinglobal.com/2026-02-05/in-depth-chinas-tech-giants-burn-cash-to-try-to-dominate-ai-health-care-102411854.html","date":"2026-02-05","support":"Caixin (5 Feb 2026): consumers use general models including DeepSeek, ChatGPT, Doubao and Kimi for health questions, and dedicated health products from Ant, Baidu, JD Health, Alibaba and others compete."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo says users add tools rather than replace them when switching is free; I judge a companion or tutor can be swapped within days (no direct data)."},{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: general chatbot shares moved by 10 or more points in six months (Aug 2025-Feb 2026); specialised use probably moves at least as fast."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): general assistants and specialised apps appear on the same top lists, and 72% of AI users in Menlo's survey already use both general and specialised products."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): 72% of AI users use both general and specialised products, so the best alternative is not constrained by capability."}]}}}}},"bytedance":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"bytedance","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao had 382 million monthly users in June 2026; absorbing that load would take rivals months (rater inference)."},{"url":"https://www.yicaiglobal.com/news/deepseek-halts-api-service-as-chinese-developer-of-hit-chatbot-runs-out-of-server-space","date":"2025-02-07","support":"DeepSeek said 'server resources are tight' after its surge, showing Chinese rivals' capacity limits."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"The next largest, Qwen, had 167 million monthly users against Doubao's 382 million (June 2026)."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}},"ai-search":{"alternatives":{"level":1,"evidence":[{"url":"https://technode.com/2025/02/21/weibo-starts-internal-testing-of-deepseek-r1-model-for-its-intelligent-search-feature/","date":"2025-02-21","support":"WeChat (1.3 billion monthly users) began AI search with DeepSeek-R1; Baidu Search fully integrated DeepSeek."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Baidu's Ernie Assistant passed 200 million monthly users (WSJ via DigitalToday)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."},{"url":"https://technode.com/2025/02/21/weibo-starts-internal-testing-of-deepseek-r1-model-for-its-intelligent-search-feature/","date":"2025-02-21","support":"Rival AI search is already live inside WeChat and Baidu, so users can move without a ramp (rater inference)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Baidu's Ernie Assistant alone has 200 million+ monthly users, above the estimated scale of ByteDance's search answers (rater inference)."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."},{"url":"https://musicbusinessworldwide.com/meta-launches-edits-a-rival-to-tiktok-parent-owned-capcut-with-plans-for-expanded-music-options-including-royalty-free","date":"2025-04-24","support":"Meta launched Edits on 22 April 2025 as an alternative to CapCut."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://musicbusinessworldwide.com/meta-launches-edits-a-rival-to-tiktok-parent-owned-capcut-with-plans-for-expanded-music-options-including-royalty-free","date":"2025-04-24","support":"Meta announced Edits in January 2025 after CapCut's brief U.S. removal and launched it in April."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."},{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva, a large alternative, had more than 265 million monthly users, about a third of CapCut's."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Mobile top 50 includes homework helpers Gauth, Photomath and Brainly."},{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"bytedance","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile (14 Jul 2026, May data): Doubao 382 million, Qwen 167 million and DeepSeek 130 million monthly users form the top tier of China's AI-native apps."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr (3 Jun 2026): Tencent's Yuanbao had about 57 million monthly users in March, and Alibaba's Qianwen is integrated with its life services: four to six domestic substitutes at scale."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr says Tencent spent over 15 billion yuan on Yuanbao in 2025 but many acquired users did not stay: Chinese users move between assistants readily."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile reports 499 million monthly users across China's AI-native apps and average use of 92.7 times a month, so heavy users already hold several apps."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"Doubao's 382 million monthly users are more than double Qwen's 167 million (QuestMobile, 2026), so the best alternative would need to more than double its audience to absorb Doubao's volume."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr cites daily users of roughly 140 million for Doubao against 30 million for Qianwen and 9 million for Yuanbao, an asymmetry in capacity at scale."}]}},"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu's Q2 2026 release: Baidu App had 644 million monthly users in June 2026, the largest Chinese AI-search rival, beside Alibaba's Quark and Tencent."},{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"36Kr (6 Jun 2026): Doubao's 'Help You Choose' function, added to Douyin's navigation bar in April 2026, shows ByteDance competing in conversational search against Qianwen and others; Doubao had 345 million monthly users in Q1."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu says its online marketing business remains under pressure; that revenue fell 19% to RMB 13.1 billion in Q2 2026 (cause not stated in the release)."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users in May 2026, up 85.4% in a year."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu App's 644 million monthly users exceed Doubao's 382 million (QuestMobile), so the best alternative in search is larger. ByteDance publishes no AI-search user figure, so thin evidence."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao is China's leading AI-native app with 382 million monthly users."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for CapCut and ByteDance's creation apps."},{"url":"https://www.deeplearning.ai/the-batch/bytedance-adds-state-of-the-art-seedance-2-0-video-to-capcut-while-openai-retreats","date":"2026-05-08","support":"The Batch (8 May 2026): rival video models include HappyHorse-1.0 (Alibaba) and SkyReels V4 beside Seedance 2.0, which ByteDance added to CapCut."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z: CapCut has 736 million monthly active mobile users and relies on AI for its core features."},{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","date":"2026-08-28","support":"Meitu (28 Aug 2026 report): its apps reach 282 million monthly users globally, the nearest listed creation app, about 40% of CapCut's base."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies (27 Jan 2026): Gauth ranks #2 and Zuoyebang-backed Question.AI #3 among iOS education apps, with Photomath, Chegg, Brainly and general assistants also used; Gauth itself runs on GPT-4 Vision, Claude and Gemini."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z lists Brainly, Gauth, Photomath, Learna AI, Quillbot and NotebookLM as learning assistants."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users add tools rather than replace them; a tutor can be swapped in days."},{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"Gauth's free tier allows three questions a day, so students use several homework helpers."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies: ChatGPT is strong at reasoning but not education-specific and lacks photo scanning and subject tutors; dedicated rivals such as Photomath and Question.AI exist (article gives no feature comparison, so thin evidence)."}]}}}}},"baidu":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"baidu","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://technode.com/2025/02/21/weibo-starts-internal-testing-of-deepseek-r1-model-for-its-intelligent-search-feature/","date":"2025-02-21","support":"WeChat (1.3 billion users) tested DeepSeek-R1 AI search; Baidu itself integrated DeepSeek, so the model is not unique."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"An index answering 80% of queries is attainable short-to-medium term; the long tail is hard (ECF p.143)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Baidu's Ernie Assistant passed 200 million monthly users; competition in China's generative AI market is intensifying."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"AI-native apps reach 499 million and AI app plugins 644 million monthly users; Doubao alone 382 million."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"baidu","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://www.thestandard.com.hk/innovation/article/314932/Alibaba-launches-AI-chatbot-service-in-renewed-consumer-push","date":"2025-10-23","support":"Reuters via The Standard (Oct 2025): Alibaba's Quark added AI search functions, while Doubao, DeepSeek and Tencent compete for the same users."},{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"36Kr (6 Jun 2026): Doubao's search-and-buy function sits inside Douyin; Qianwen has access to about 4 billion Taobao and Tmall products: several domestic AI-answer products."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu reports online marketing revenue down 19% to RMB 13.1 billion in Q2 2026 and calls the business under pressure, while QuestMobile shows AI-native apps up 85.4% in a year (no direct link stated)."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users in May 2026, up 85.4% in a year."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu App had 644 million monthly users in June 2026 against Doubao's 382 million (QuestMobile), so the best AI-native alternative is smaller at scale."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Qwen 167 million and DeepSeek 130 million monthly users, well below Baidu App."}]}}}}},"amazon":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"amazon","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://www.aboutamazon.com/news/devices/new-alexa-generative-artificial-intelligence","date":"2025-02-26","support":"Amazon says Alexa+ is built on large language models available on Amazon Bedrock, a multi-provider model service."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.aboutamazon.com/news/devices/new-alexa-generative-artificial-intelligence","date":"2025-02-26","support":"Amazon says there are over 600 million Alexa devices; home voice use tied to them needs replacement hardware (rater inference)."},{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says hundreds of millions of customers use new Alexa experiences (Q2 2026 call, 30 July 2026)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says the Gemini app passed 900 million monthly users and trains across more than 1 million TPUs."}]}},"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."},{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","date":"2026-02-26","support":"Walmart says about half of Walmart app users have interacted with its Sparky assistant."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"OpenAI aims to make ChatGPT the starting point for shopping; it has 85+ apps across Travel, Shopping and more."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","date":"2026-02-26","support":"Walmart says about half of its app users already interact with Sparky, so shoppers have assistants in hand."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google's Shopping Graph has over 50 billion product listings, 2 billion updated every hour."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says AI Mode passed 1 billion monthly users within about a year."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"amazon","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://blog.google/products-and-platforms/devices/google-nest/gemini-for-home-launch/","date":"2025-10-01","support":"Google says Gemini for Home replaces Google Assistant on its existing speakers and smart displays (1 Oct 2025); Apple's Siri and app-based assistants are the other routes; my count is four to five home or voice substitutes, fewer than for app-only chatbots."},{"url":"https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/","date":"2026-02-04","support":"TechCrunch (4 Feb 2026): Alexa+ runs on Echo, Fire TV, Alexa.com and partner devices from Samsung and Bose; Amazon says tens of millions of customers use it."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/","date":"2026-02-04","support":"Alexa+ lives on Echo, Fire TV and partner hardware that households already own, so moving the same use to another assistant means new devices or phone apps; I judge 3-12 months for a household base (thin evidence: no switching data published)."},{"url":"https://blog.google/products-and-platforms/devices/google-nest/gemini-for-home-launch/","date":"2025-10-01","support":"Google's advanced Gemini for Home features need a paid Google Home Premium plan starting at $10 a month, a cost that slows moves."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://blog.google/products-and-platforms/devices/google-nest/gemini-for-home-launch/","date":"2025-10-01","support":"Gemini for Home replaces Assistant on existing Google speakers and displays, but its fuller features (Gemini Live, Home Brief) need Google Home Premium; Google publishes no speaker count here, so thin evidence on scale."},{"url":"https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/","date":"2026-02-04","support":"Amazon says customers hold two to three times more conversations with Alexa+ than with the old Alexa and opt-outs are in the low single digits (company claim)."}]}},"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://www.modernretail.co/technology/walmart-says-open-partnerships-are-central-to-its-ai-strategy-while-amazon-goes-it-alone/","date":"2026-01-13","support":"Modern Retail (13 Jan 2026): Walmart pairs its Sparky agent with ChatGPT and a Google Gemini checkout; Amazon has mostly avoided such deals. My count is four to five comparable rivals: Sparky, ChatGPT shopping, Gemini shopping and others."},{"url":"https://www.retaildive.com/news/walmart-sparky-chatgpt-instant-checkout/815647/","date":"2026-03-25","support":"Retail Dive (25 Mar 2026): retailers including Target, Sephora, Nordstrom, Lowe's, Best Buy, Home Depot and Wayfair have joined OpenAI's Agentic Commerce Protocol."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.retaildive.com/news/walmart-sparky-chatgpt-instant-checkout/815647/","date":"2026-03-25","support":"OpenAI reworked Instant Checkout in March 2026 so merchants use their own checkout; shoppers can start research in ChatGPT and finish elsewhere within a session."},{"url":"https://www.modernretail.co/technology/amazon-says-its-ai-shopping-assistant-is-gaining-traction-with-rufus-users-up-115/","date":"2026-04-30","support":"Modern Retail (30 Apr 2026): Amazon says Rufus was used by 300 million customers in 2025 and monthly users rose 115% year on year in Q1 2026 (company claim); no data on users leaving, so thin evidence."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.modernretail.co/technology/amazon-says-its-ai-shopping-assistant-is-gaining-traction-with-rufus-users-up-115/","date":"2026-04-30","support":"Amazon says Rufus users are 60% more likely to complete a purchase and Rufus drove nearly $12 billion of incremental annualized sales (company claim); Amazon's CEO says third-party horizontal agents have not yet become great."},{"url":"https://www.modernretail.co/technology/walmart-says-open-partnerships-are-central-to-its-ai-strategy-while-amazon-goes-it-alone/","date":"2026-01-13","support":"Modern Retail: it is unclear whether customers will shop through chatbots at all, so rivals' agents are not yet at Rufus's scale."}]}}}}},"alibaba":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"alibaba","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao added 13.78 million monthly users in June 2026 over May alone."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao had 382 million monthly users in June 2026, more than double Qwen's 167 million."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}},"ai-search":{"alternatives":{"level":1,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Baidu's Ernie Assistant passed 200 million monthly users (WSJ via DigitalToday)."},{"url":"https://technode.com/2025/02/21/weibo-starts-internal-testing-of-deepseek-r1-model-for-its-intelligent-search-feature/","date":"2025-02-21","support":"WeChat began AI search with DeepSeek-R1; Baidu Search integrated DeepSeek (Feb 2025)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://technode.com/2025/02/21/weibo-starts-internal-testing-of-deepseek-r1-model-for-its-intelligent-search-feature/","date":"2025-02-21","support":"AI search is already built into WeChat and Baidu, which users already have (rater inference)."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Baidu's Ernie Assistant (200 million+ monthly users) exceeds the estimated scale of Quark's AI search (rater inference)."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"alibaba","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile (14 Jul 2026): Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users; the three lead China's AI-native apps."},{"url":"https://www.thestandard.com.hk/innovation/article/314932/Alibaba-launches-AI-chatbot-service-in-renewed-consumer-push","date":"2025-10-23","support":"Reuters via The Standard (23 Oct 2025): Alibaba moved its chatbot into the Quark app, with Doubao at 150 million, DeepSeek 73.4 million and Tencent 64.2 million monthly users then."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.thestandard.com.hk/innovation/article/314932/Alibaba-launches-AI-chatbot-service-in-renewed-consumer-push","date":"2025-10-23","support":"Alibaba's consumer assistant, then called Tongyi, had 6.96 million monthly users in Sept 2025 (Aicpb via Reuters); QuestMobile counts Qwen at 167 million in 2026: a rebuilt product gained a large audience within a year."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps grew 85.4% in a year to 499 million monthly users."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The leading alternative, Doubao, has 382 million monthly users against Qwen's 167 million (QuestMobile), so the best alternative is larger."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (July 2026) shows the Kimi K3 model from China's Moonshot at 57, within three points of the top."}]}},"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://www.thestandard.com.hk/innovation/article/314932/Alibaba-launches-AI-chatbot-service-in-renewed-consumer-push","date":"2025-10-23","support":"Reuters via The Standard (23 Oct 2025): Alibaba repositioned Quark from a browser to a flagship AI app with search functions, competing with Doubao, DeepSeek and Tencent."},{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu App had 644 million monthly users in June 2026 (Baidu Q2 release), the main search alternative."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.thestandard.com.hk/innovation/article/314932/Alibaba-launches-AI-chatbot-service-in-renewed-consumer-push","date":"2025-10-23","support":"Alibaba's consumer assistant (then Tongyi) had under 7 million monthly users in Sept 2025 and QuestMobile counts Qwen at 167 million in 2026: Chinese audiences move quickly."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps grew 85.4% in a year."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526355431/d112854dex991.htm","date":"2026-08-18","support":"Baidu App's 644 million monthly users are the larger alternative."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao 382 million and Qwen 167 million, so the best alternative has more scale."}]}}}}},"anthropic":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"anthropic","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/03/02/chatgpt-uninstalls-surged-by-295-after-dod-deal/","date":"2026-03-02","support":"ChatGPT uninstalls rose 295% in a day and Claude reached No.1 within days: users switch assistants in days."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"ChatGPT (1.1 billion+) and Gemini (662 million) each have far more monthly users than Claude (245 million)."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says it trains across more than 1 million TPUs and the Gemini app passed 900 million monthly users."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"anthropic","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so Claude has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Claude reached #1 overall on the US iOS App Store on 28 Feb 2026 and its US share about tripled in a month, with churn down from 55% to 36%; volume moves to and from Claude within weeks."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower notes ChatGPT uninstalls spiked after OpenAI's February Pentagon deal and says users are increasingly willing to switch assistants (June 2026)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (17 Jul 2026): Claude Fable 5 leads at 60 but GPT-5.6 Sol is at 59 and Kimi K3 at 57; the best alternative is one point behind."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Jan 2026): ChatGPT has about 4x Gemini and 8x Claude's US paid subscribers, so Claude's alternatives are larger at scale."}]}}}}},"deepseek":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"deepseek","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao added 13.78 million monthly users in June 2026 over May alone."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao (382 million) and Qwen (167 million) exceed DeepSeek (130 million) in China, June 2026."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"deepseek","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (17 Jul 2026): six labs have a model above 50, including China's Moonshot (Kimi K3 at 57) and Z AI (GLM-5.2 at 51); strong open or Chinese alternatives exist."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): DeepSeek's web traffic splits across China (33.5%), Russia (7.1%) and the US (6.6%), and Doubao, Qwen and Kimi are ranked beside it in China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://habr.com/ru/post/973308","date":"2025-12-04","support":"Digital Budget data via Habr: DeepSeek took 27.8% of Russia's AI web traffic in Jan-Oct 2025 as total traffic rose almost sixfold, so users picked up a new assistant in months."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users hold about 3.0 general assistants."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (17 Jul 2026) lists Claude Fable 5 (60), GPT-5.6 Sol (59) and Kimi K3 (57) among six labs above 50; DeepSeek is not one of the six, so the best alternative outranks it."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao reaches 382 million monthly users in China against DeepSeek's 130 million."}]}}}}},"oppo":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"oppo","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yicaiglobal.com/news/huawei-nubei-other-chinese-handset-makers-embed-deepseek-chatbot-on-mobile-phones","date":"2025-02-10","support":"OPPO integrated DeepSeek-R1 into the Find N5 by 8 Feb 2025: models are interchangeable within days."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao alone had 382 million monthly users in June 2026, more than OPPO's assistant."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"oppo","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"Jiemian via 36Kr (31 Mar 2026): Huawei, Honor, vivo and OPPO are integrating self-developed or partner large models into system assistants, and ByteDance supplies Doubao to phone makers such as ZTE's Nubia: several model suppliers can fill OPPO's assistant's slot."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile counts Doubao, Qwen and DeepSeek (382, 167 and 130 million monthly users) as AI-native apps separate from device-maker assistants; installed apps already compete with OPPO's assistant."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"ByteDance chose partnerships with phone makers over its own phone, and the Nubia M153 shipped with Doubao at system level (Mar 2026): assistants change with a product cycle, not years."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users, so owners of OPPO's assistant phones can already use app assistants in minutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The best app alternative, Doubao, has 382 million monthly users against a phone-maker assistant counted separately (QuestMobile), so rivals are at or above OPPO's assistant's scale. Evidence on OPPO's assistant itself is thin."},{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"IDC expects 147 million AI phones in China in 2026, 53% of shipments (Mar 2026): AI assistants are common across all makers, none unique."}]}}}}},"microsoft":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"microsoft","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"OpenAI estimated U.S. shares, Dec 2024: ChatGPT ~85%, Gemini 7%, Claude 3%, Perplexity and Copilot the rest (ECF p.46)."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]}},"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Copilot Answers is analogous to Google's AI Overviews (ECF p.42); ChatGPT and Perplexity handled 1.2 billion and 30 million daily queries (ECF p.46)."},{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says AI Overviews has over 2.5 billion and AI Mode over 1 billion monthly users."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Google already handles nine times more queries than all rivals combined (ECF p.83), so Bing's volume can move quickly."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Google's index and query data far exceed Bing's: 13 months of Google data equal 17.5 years of Bing's (ECF p.93)."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."},{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"A week after OpenAI said it would shut Sora, rivals such as Kling and Runway were already gaining ground."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva alone had more than 265 million monthly users in 2025, a far larger creation tool."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Users increasingly turn to AI for health questions; ChatGPT and Claude analyse medical reports and fitness data."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."},{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says over 350 million customers used Alexa for Shopping in the last 12 months (Q2 2026 call, 30 July 2026)."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"microsoft","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so Copilot has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Copilot held about 10% of US daily users among the top seven chatbot apps while its global share dipped; no app holds over half of US share, so users spread across several."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): the average AI user uses 3.0 general assistants."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (17 Jul 2026): the six labs above 50 on its index are Anthropic, OpenAI, Moonshot, SpaceXAI, Z AI and Meta; Microsoft is not among them, so alternatives match or beat the models behind Copilot."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"ChatGPT and Gemini reach 1.1 billion and 662 million monthly users (Sensor Tower, May 2026), far above any Copilot count, so alternatives are not smaller."}]}},"ai-search":{"alternatives":{"level":2,"evidence":[{"url":"https://gs.statcounter.com/search-engine-market-share","date":"2026-09","support":"Statcounter (Sept 2026; month given) puts Bing at 5.29% of worldwide search against Google's 89.94%; Google AI Mode, ChatGPT, Perplexity and Brave-type engines are the substitutes."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z's Jan 2026 mobile ranking lists Microsoft Bing and Copilot, Perplexity, ChatGPT, Gemini and Baidu AI Search together: four to five comparable AI-answer products."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Perplexity's US share fell from about 6% to under 2% in months while Gemini's doubled; answer-product users move fast."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): reach across ChatGPT, Gemini, Claude and Perplexity totals over 150%, so users already use several."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google (19 May 2026): AI Mode passed 1 billion monthly users and AI Overviews has over 2.5 billion, far above any Microsoft count (none published), so the best alternative is larger."},{"url":"https://gs.statcounter.com/search-engine-market-share","date":"2026-09","support":"Bing holds 5.29% of worldwide search against Google's 89.94% (Statcounter, Sept 2026)."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Microsoft's Designer and Copilot creation tools."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists CapCut, Canva, Picsart and Lightroom among mobile creation leaders, none from Microsoft, so rivals are larger. Microsoft publishes no usage figure for its creation tools, so thin evidence."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): US consumers use AI for health questions (25%), companions (about 6% of Americans) and shopping, across many products including Character.AI, Nomi and Replika: this part has many substitutes for Copilot's health, learning and shopping uses."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists assistants for learning (Brainly, Gauth, Photomath, NotebookLM), companions (Character.ai, Janitor AI, Polybuzz and others) and general chat that cover the same uses."},{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies (27 Jan 2026) lists Microsoft Copilot among general tools focused on writing rather than STEM study, beside specialised homework apps."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo says users add tools rather than replace them when switching is free; I judge a companion or tutor can be swapped within days (no direct data)."},{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: general chatbot shares moved by 10 or more points in six months (Aug 2025-Feb 2026); specialised use probably moves at least as fast."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): general assistants and specialised apps appear on the same top lists, and 72% of AI users in Menlo's survey already use both general and specialised products."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): 72% of AI users use both general and specialised products, so the best alternative is not constrained by capability."}]}}}}},"huawei":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"huawei","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yicaiglobal.com/news/huawei-nubei-other-chinese-handset-makers-embed-deepseek-chatbot-on-mobile-phones","date":"2025-02-10","support":"Huawei connected Xiaoyi to DeepSeek-R1 on 5 Feb 2025: the model underneath was swapped within days."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao alone had 382 million monthly users in June 2026, more than Huawei's assistant."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"huawei","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"Jiemian via 36Kr (31 Mar 2026): Huawei, Honor, vivo and OPPO are integrating self-developed or partner large models into system assistants, and ByteDance supplies Doubao to phone makers such as ZTE's Nubia: several model suppliers can fill Huawei Xiaoyi's slot."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile counts Doubao, Qwen and DeepSeek (382, 167 and 130 million monthly users) as AI-native apps separate from device-maker assistants; installed apps already compete with Huawei Xiaoyi."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"ByteDance chose partnerships with phone makers over its own phone, and the Nubia M153 shipped with Doubao at system level (Mar 2026): assistants change with a product cycle, not years."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users, so owners of Huawei Xiaoyi phones can already use app assistants in minutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The best app alternative, Doubao, has 382 million monthly users against a phone-maker assistant counted separately (QuestMobile), so rivals are at or above Huawei Xiaoyi's scale. Evidence on Xiaoyi itself is thin: no user count is published."},{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"IDC expects 147 million AI phones in China in 2026, 53% of shipments (Mar 2026): AI assistants are common across all makers, none unique."}]}}}}},"apple":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"apple","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://www.mactech.com/2026/01/12/apple-will-use-googles-gemini-for-its-ai-powered-siri","date":"2026-01-12","support":"Next Apple Foundation Models, including the new Siri, will be based on Google's Gemini (joint statement)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"OpenAI already partners with Apple for distribution on iPhone (ECF p.46), so users have built-in alternatives."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.mactech.com/2026/01/12/apple-will-use-googles-gemini-for-its-ai-powered-siri","date":"2026-01-12","support":"Apple says Google's AI technology 'provides the most capable foundation' for its models: the alternative is at least equal."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"apple","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z's Jan 2026 mobile ranking includes ChatGPT, Gemini, Grok, Meta AI, Microsoft Copilot and Perplexity, all installable on a phone alongside Siri: at least six substitutes."},{"url":"https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/","date":"2026-01-12","support":"Apple and Google said on 12 Jan 2026 that the next generation of Apple Foundation Models will be based on Google's Gemini models, showing a qualified outside model supplier exists for Siri."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users hold about 3.0 general assistants and add tools freely, so iPhone users can move assistant use to an installed app in minutes; Apple's own Siri revamp is described as coming later in 2026 (joint statement)."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower says users are increasingly willing to switch assistants (June 2026)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/","date":"2026-01-12","support":"Apple's public statement is that its next models will be based on Gemini, i.e. the best alternative is more capable than Apple's own foundation; Apple publishes no Siri user count, so thin evidence on scale."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (July 2026) lists six labs above 50; Apple is not one of them."}]}}}}},"meta":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meta","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): ChatGPT handled 1.2 billion daily queries in March 2025 against Meta AI's 200 million+."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts Meta AI under 5% of assistant users; ChatGPT and Gemini are far larger."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."},{"url":"https://musicbusinessworldwide.com/meta-launches-edits-a-rival-to-tiktok-parent-owned-capcut-with-plans-for-expanded-music-options-including-royalty-free","date":"2025-04-24","support":"Edits launched 22 April 2025 as an alternative to ByteDance's CapCut editor."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."},{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"A week after OpenAI said it would shut Sora, rivals such as Kling and Runway were already gaining ground."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."},{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva had more than 265 million monthly users in 2025."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Companion apps Character.AI and PolyBuzz are on both top-50 lists; Janitor AI, CrushOn, Spicychat and others on the web list."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Companion apps Character.AI and PolyBuzz are on both top-50 lists; Janitor AI, CrushOn, Spicychat and others on the web list."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Character.AI and PolyBuzz rank on both the web and mobile top-50 consumer AI lists."},{"url":"https://www.thestandard.com.hk/market/article/319916/Chinese-AI-firm-MiniMax-to-launch-HK-IPO-in-early-January-to-raise-up-to-US700-million","date":"2025-12-22","support":"MiniMax's companion and other AI products alone averaged 27.6 million monthly users by September 2025."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meta","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so Meta AI has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf","date":"2026-07-29","support":"Meta says daily users of its assistant rose 60% after it rebuilt Meta AI around Muse Spark, and that WhatsApp is the leading surface where people use it (Q2 2026 call, remarks): usage tracks product quality quarter to quarter."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users hold about 3.0 general assistants on average; none is exclusive."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis lists Meta's Muse Spark 1.1 at 51 against 60 for the leader and 59, 57 and 54 for others (17 Jul 2026): the best alternative outperforms Meta's model."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts Meta AI under 5% of assistant users in May 2026 against ChatGPT's 46.4% and Gemini's 27.7%: larger assistants already carry far more volume."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Meta's creation tools."},{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf","date":"2026-07-29","support":"Meta's Q2 2026 call says it shipped Muse Image and Muse Spark 1.1 in the last month (29 Jul 2026); it gives no creation-tool user count."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) ranks CapCut (736 million monthly users), Canva and Kling above Meta's tools in its creation lists; Meta publishes no usage for its image and video tools, so thin evidence."}]}},"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): US consumers use AI for health questions (25%), companions (about 6% of Americans) and shopping, across many products including Character.AI, Nomi and Replika: this part has many substitutes for Meta's AI characters."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists assistants for learning (Brainly, Gauth, Photomath, NotebookLM), companions (Character.ai, Janitor AI, Polybuzz and others) and general chat that cover the same uses."},{"url":"https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf","date":"2026-07-29","support":"Meta's CEO says personal agents are still to come (Q2 2026 call, 29 Jul 2026), so no unique Meta specialised product has been shown."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo says users add tools rather than replace them when switching is free; I judge a companion or tutor can be swapped within days (no direct data)."},{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: general chatbot shares moved by 10 or more points in six months (Aug 2025-Feb 2026); specialised use probably moves at least as fast."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): general assistants and specialised apps appear on the same top lists, and 72% of AI users in Menlo's survey already use both general and specialised products."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): 72% of AI users use both general and specialised products, so the best alternative is not constrained by capability."}]}}}}},"samsung-electronics":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"samsung-electronics","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://view.asiae.co.kr/en/article/2026022607530312082","date":"2026-02-26","support":"Samsung's CEO describes 'hybrid AI' drawing on multiple partners; Galaxy S26 functions are based on Google Gemini 3."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says the Gemini app passed 900 million monthly users; Samsung's own AI rests on partners' models (Asia Business Daily)."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."},{"url":"https://view.asiae.co.kr/en/article/2026022607530312082","date":"2026-02-26","support":"Galaxy AI functions are based on Google Gemini 3 and partner models, not unique to Samsung."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Photo editors Photoroom, Lightroom, Meitu, B612, Snow, Hypic and Remini are all on the mobile top 50."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."},{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","date":"2026-08-28","support":"Meitu alone reports 282 million global monthly users of its photo and video apps (June 2026)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"samsung-electronics","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://news.samsung.com/global/samsung-unveils-galaxy-s26-series-the-most-intuitive-galaxy-ai-phone-yet","date":"2026-02-26","support":"Samsung's Galaxy S26 offers Bixby, Gemini and Perplexity as selectable agents (26 Feb 2026): three assistants already share the slot, with ChatGPT, Claude and others installable as apps."},{"url":"https://www.sammobile.com/news/samsung-confirms-gemini-wont-only-ai-assistant-galaxy-s26/","date":"2025-07-30","support":"Samsung's phone chief told Bloomberg, as reported by SamMobile, that Samsung has an AI framework for several agents and is open to more if competitive (July 2025)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.samsung.com/global/samsung-unveils-galaxy-s26-series-the-most-intuitive-galaxy-ai-phone-yet","date":"2026-02-26","support":"Gemini and Perplexity can be invoked with a button press or voice prompt once set up, and the user chooses; the swap takes minutes."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users hold about 3.0 general assistants."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://news.samsung.com/global/samsung-unveils-galaxy-s26-series-the-most-intuitive-galaxy-ai-phone-yet","date":"2026-02-26","support":"Samsung ships rivals' agents beside its own Bixby on the S26, so the best alternative (Gemini) is at least as capable as Samsung's own assistant."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (July 2026): six labs have models above 50 on its index; Samsung is not one."}]}},"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Galaxy AI photo tools."},{"url":"https://news.samsung.com/global/samsung-unveils-galaxy-s26-series-the-most-intuitive-galaxy-ai-phone-yet","date":"2026-02-26","support":"Samsung's S26 Photo Assist lets users edit images in everyday language (26 Feb 2026); the same edits are available in many third-party apps."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z lists Remini, Lightroom, Photoroom and Picsart on mobile; Galaxy AI features are built into one phone brand, so third-party apps have equal or larger reach. Samsung publishes no usage count, so thin evidence."}]}}}}},"xiaomi":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"xiaomi","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://tech.ifeng.com/c/8pLV1x8TOwK","date":"2025-12-24","support":"QuestMobile: Xiao Ai reaches 72.5% of Xiaomi devices; rival AI apps run on the same phones (rater inference)."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao alone had 382 million monthly users in June 2026, more than Xiaomi's assistant."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"xiaomi","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"Jiemian via 36Kr (31 Mar 2026): Huawei, Honor, vivo and OPPO are integrating self-developed or partner large models into system assistants, and ByteDance supplies Doubao to phone makers such as ZTE's Nubia: several model suppliers can fill Xiaomi's assistant's slot."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile counts Doubao, Qwen and DeepSeek (382, 167 and 130 million monthly users) as AI-native apps separate from device-maker assistants; installed apps already compete with Xiaomi's assistant."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"ByteDance chose partnerships with phone makers over its own phone, and the Nubia M153 shipped with Doubao at system level (Mar 2026): assistants change with a product cycle, not years."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users, so owners of Xiaomi's assistant phones can already use app assistants in minutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The best app alternative, Doubao, has 382 million monthly users against a phone-maker assistant counted separately (QuestMobile), so rivals are at or above Xiaomi's assistant's scale. Evidence on Xiaomi's assistant itself is thin."},{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"IDC expects 147 million AI phones in China in 2026, 53% of shipments (Mar 2026): AI assistants are common across all makers, none unique."}]}}}}},"snap":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"snap","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://www.outlookbusiness.com/deeptech/artificial-intelligence/snap-strikes-400-million-deal-with-perplexity-ai-to-power-conversational-search-inside-snapchat","date":"2025-11-06","support":"Perplexity's engine will answer queries inside Snapchat's chat from 2026, alongside My AI."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.outlookbusiness.com/deeptech/artificial-intelligence/snap-strikes-400-million-deal-with-perplexity-ai-to-power-conversational-search-inside-snapchat","date":"2025-11-06","support":"Spiegel said Perplexity takes primary placement in Snapchat; My AI remains available, so a swap is in place."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"snap","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so My AI has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.socialsamosa.com/news-2/snap-inc-perplexity-400-mn-deal-ai-snapchat-10626726","date":"2025-11-06","support":"Snap's Perplexity deal (Nov 2025) puts a second chatbot inside Snapchat's chat beside My AI, so Snap itself already offers a substitute; Perplexity is expected to pay $400 million over a year."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users hold about 3.0 general assistants."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026): ChatGPT, Gemini and Claude have 1.1 billion, 662 million and 245 million monthly users, all with more reach than any Snapchat-only assistant."},{"url":"https://www.socialsamosa.com/news-2/snap-inc-perplexity-400-mn-deal-ai-snapchat-10626726","date":"2025-11-06","support":"Snapchat has nearly 1 billion monthly users and My AI stays available beside Perplexity (6 Nov 2025); no My AI user figure is published, so thin evidence on scale."}]}}}}},"yandex":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"yandex","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://kod.ru/alisa-stala-samoy-populiarnoy-u-rossiian","date":"2025-11-21","support":"Mediascope, October 2025 monthly reach in Russia: Alice 14.3%, DeepSeek 9.4%, GigaChat 4%, ChatGPT 3.5%, Perplexity 1.4%."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://kod.ru/alisa-stala-samoy-populiarnoy-u-rossiian","date":"2025-11-21","support":"DeepSeek already reaches 9.4% of Russians monthly, about two-thirds of Alice's reach, so users can move at once."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://kod.ru/alisa-stala-samoy-populiarnoy-u-rossiian","date":"2025-11-21","support":"The best alternative, DeepSeek, reaches 9.4% against Alice's 14.3% (Mediascope, Oct 2025)."},{"url":"https://www.sostav.ru/blogs/290985/89861","date":"2026-06-07","support":"Vendor blog: 43 million people a month ask Alice; GigaChat has an estimated 12-15 million active users."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"yandex","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://habr.com/ru/post/973308","date":"2025-12-04","support":"Digital Budget via Habr (4 Dec 2025): in Jan-Oct 2025 ChatGPT had 39.9% of Russian AI web traffic, DeepSeek 27.8%, GigaChat 7.3%, Qwen 6.6% and Alice 5.7%; four other services are larger or comparable. Yandex disputed the data."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): DeepSeek's web traffic splits across China (33.5%), Russia (7.1%) and the US (6.6%), so a global assistant already serves Russian users."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://habr.com/ru/post/973308","date":"2025-12-04","support":"Total AI-service traffic in Russia rose almost sixfold in ten months and the top five held 87% of visits, so volume reshuffled within a year."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (US survey, July 2026): the average AI user holds about 3.0 general assistants; US data used as the nearest evidence."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://habr.com/ru/post/973308","date":"2025-12-04","support":"Alice AI had the smallest share of the five services (5.7%) in the Digital Budget data, so larger alternatives exist; Yandex says the data do not match independent research."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (July 2026): six labs have models above 50 and Russian users can use DeepSeek and Qwen, which Digital Budget shows already carry more Russian traffic than Alice."}]}}}}},"meituan":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meituan","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"Doubao connected to Douyin's local-life services; Qwen integrated Alibaba's life services."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"Doubao's daily users stayed around 140 million and Qwen's 30 million: rival assistants already serve users at scale."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"Doubao's local-life categories so far are food, movie tickets and homestays; narrower than Meituan's range (rater inference)."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"Xiaotuan served over 100 million users during the Spring Festival holiday."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meituan","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr (3 Jun 2026): Doubao ties into Douyin's local life services for ordering and payment, Qianwen into Alibaba's life services, and Meituan's Xiaomei connects to Yuanbao: three to four rival AI ordering routes."},{"url":"https://kr-asia.com/pulses/157293","date":"2025-09-12","support":"Kr-Asia (12 Sep 2025): Meituan launched the Xiaomei voice-ordering app as Alibaba and JD.com escalate competition in China's delivery market."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3835924851276425","date":"2026-06-06","support":"36Kr (6 Jun 2026): In local delivery (not AI use), Meituan's share fell from 75-80% to a level Goldman Sachs expects to settle at 50-55% while Taobao Flash Delivery reached about 45%: volume in this market moved within about a year."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3835924851276425","date":"2026-06-06","support":"36Kr: Meituan's AI spending is in the tens of billions of yuan against hundreds of billions at ByteDance, Tencent and Alibaba; its AI products have attracted little attention."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr says closed ecosystems at Doubao and Qianwen threaten Meituan's traffic position while Yuanbao lacks a transaction ecosystem, so the best alternative has fulfilment reach in only some categories."}]}}}}},"vivo":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"vivo","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yicaiglobal.com/news/huawei-nubei-other-chinese-handset-makers-embed-deepseek-chatbot-on-mobile-phones","date":"2025-02-10","support":"vivo was preparing DeepSeek-R1 integration in Feb 2025: phone makers swap underlying models quickly."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao alone had 382 million monthly users in June 2026, more than vivo's assistant."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"vivo","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"Jiemian via 36Kr (31 Mar 2026): Huawei, Honor, vivo and OPPO are integrating self-developed or partner large models into system assistants, and ByteDance supplies Doubao to phone makers such as ZTE's Nubia: several model suppliers can fill vivo's assistant's slot."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile counts Doubao, Qwen and DeepSeek (382, 167 and 130 million monthly users) as AI-native apps separate from device-maker assistants; installed apps already compete with vivo's assistant."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"ByteDance chose partnerships with phone makers over its own phone, and the Nubia M153 shipped with Doubao at system level (Mar 2026): assistants change with a product cycle, not years."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users, so owners of vivo's assistant phones can already use app assistants in minutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The best app alternative, Doubao, has 382 million monthly users against a phone-maker assistant counted separately (QuestMobile), so rivals are at or above vivo's assistant's scale. Evidence on vivo's assistant itself is thin."},{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"IDC expects 147 million AI phones in China in 2026, 53% of shipments (Mar 2026): AI assistants are common across all makers, none unique."}]}}}}},"honor":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"honor","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, May 2026: AI-native apps 499 million and device-maker AI assistants 755 million monthly users in China."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yicaiglobal.com/news/huawei-nubei-other-chinese-handset-makers-embed-deepseek-chatbot-on-mobile-phones","date":"2025-02-10","support":"Honor's YOYO store launched a DeepSeek-R1 pilot on 8 Feb 2025: models are interchangeable within days."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"Doubao alone had 382 million monthly users in June 2026, more than Honor's assistant."},{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"honor","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"Jiemian via 36Kr (31 Mar 2026): Huawei, Honor, vivo and OPPO are integrating self-developed or partner large models into system assistants, and ByteDance supplies Doubao to phone makers such as ZTE's Nubia: several model suppliers can fill Honor's assistant's slot."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile counts Doubao, Qwen and DeepSeek (382, 167 and 130 million monthly users) as AI-native apps separate from device-maker assistants; installed apps already compete with Honor's assistant."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"ByteDance chose partnerships with phone makers over its own phone, and the Nubia M153 shipped with Doubao at system level (Mar 2026): assistants change with a product cycle, not years."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps reached 499 million monthly users, so owners of Honor's assistant phones can already use app assistants in minutes."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"The best app alternative, Doubao, has 382 million monthly users against a phone-maker assistant counted separately (QuestMobile), so rivals are at or above Honor's assistant's scale. Evidence on Honor's assistant itself is thin."},{"url":"https://eu.36kr.com/en/p/3746553942802953","date":"2026-03-31","support":"IDC expects 147 million AI phones in China in 2026, 53% of shipments (Mar 2026): AI assistants are common across all makers, none unique."}]}}}}},"tencent":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"tencent","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"QuestMobile May 2026 ranking: Doubao, Qwen, DeepSeek and Yuanbao form a top four above 710 million monthly users combined."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao added 13.78 million monthly users in June 2026 over May alone."},{"url":"https://www.digitaltoday.co.kr/jp/view/33804/baidu-generative-ai-assistant-monthly-users-top-200-million","date":"2026-01-21","support":"Qwen app passed 100 million monthly users within two months of its November launch (WSJ via DigitalToday)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3856631136900359","date":"2026-06-17","support":"Doubao (368 million), Qwen (162 million) and DeepSeek (127 million) lead Yuanbao in May 2026."},{"url":"https://eu.36kr.com/en/p/3894851032693769","date":"2026-07-14","support":"QuestMobile, June 2026: Doubao 382 million, Qwen 167 million, DeepSeek 130 million monthly users in mainland China."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"tencent","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile (14 Jul 2026): Doubao, Qwen and DeepSeek lead China's AI-native apps at 382, 167 and 130 million monthly users."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr (3 Jun 2026): Yuanbao had about 57 million monthly users in March against Doubao and Qianwen, which are tied to Douyin and Alibaba life services."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr says many users Tencent acquired with over 15 billion yuan of 2025 spending did not stay, and Yuanbao lacks its own transaction ecosystem."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: China's AI-native apps average 92.7 uses and 183 minutes per user per month across a crowded field."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr (3 Jun 2026): Yuanbao's daily users (about 9 million) trail Doubao (about 140 million) and Qianwen (about 30 million), so the best alternatives are larger."},{"url":"https://technode.com/2026/07/14/questmobile-chinas-ai-native-apps-reach-499-million-monthly-active-users/","date":"2026-07-14","support":"QuestMobile: Doubao has 382 million monthly users against Yuanbao's roughly 57 million in March (different months, QuestMobile via 36Kr): more than six times."}]}}}}},"spacex":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"spacex","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (State of AI 2026) counts ChatGPT, Gemini, Claude, Grok, Perplexity, DeepSeek and Meta AI as competing assistants."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): March 2025 daily queries: ChatGPT 1.2 billion, Gemini 140 million, Meta AI 200 million+, Grok 75 million, DeepSeek 50 million, Perplexity 30 million."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower finds users increasingly willing to switch between assistants such as Gemini, Claude and Grok."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): Grok had 75 million daily queries in March 2025 versus ChatGPT's 1.2 billion."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts Grok under 5% of assistant users; ChatGPT and Gemini lead."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"spacex","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"general-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower (May 2026) puts ChatGPT, Gemini and Claude at 46.4%, 27.7% and 10.3% of assistant users, with Grok, Perplexity, DeepSeek and Meta AI each under 5%; more than six assistants have audiences at scale, so Grok has many substitutes (article body)."},{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis says six labs now have a model above 50 on its Intelligence Index and the top three, from three labs, span three points, so substitutes are at comparable capability (July 2026)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Grok's US share rose from 12% to over 15% and its worldwide share from 4% to 6% between Aug 2025 and Feb 2026, with churn near 36%; shares re-sort within months."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): the average AI user uses 3.0 general assistants."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://artificialanalysis.ai/articles/four-frontier-launches-in-eight-days-six-labs-now-field-a-model-above-50-on-the-artificial-analysis-intelligence-index","date":"2026-07-17","support":"Artificial Analysis (17 Jul 2026) lists Grok 4.5 (high) at 54 against 60 for Claude Fable 5, so the best alternative is ahead of Grok."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts Grok under 5% of assistant users in May 2026, with ChatGPT at 46.4%."}]}}}}},"canva":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"canva","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"TechCrunch names Adobe, Freepik and Apple's Creator Studio as Canva competitors."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Design tools Gamma and Freepik sit on the same web top 50 as Canva."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva had more than 265 million monthly users in 2025."},{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","date":"2025-12-11","support":"Adobe's freemium AI offerings had more than 70 million monthly users, well below Canva's (Reuters)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"canva","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Canva."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."},{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","date":"2025-12-11","support":"A Reuters-based report (Dec 2025) names Figma and Canva as Adobe's rivals as generative AI lowers barriers to creating design assets."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z notes Canva built its growth around its Magic Suite of AI tools, and that CapCut alone reaches 736 million monthly mobile users: a larger rival exists."}]}}}}},"perplexity":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"perplexity","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"ai-search":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google says AI Overviews has over 2.5 billion and AI Mode over 1 billion monthly users."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Copilot Answers (Microsoft) is analogous to AI Overviews (ECF p.42); ChatGPT handled 1.2 billion daily queries (ECF p.46)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/06/05/perplexity-received-780-million-queries-last-month-ceo-says/","date":"2025-06-05","support":"Perplexity's CEO said it received 780 million queries in May 2025, a volume rivals already exceed."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Court finding (ECF p.46): Perplexity had 30 million daily queries versus ChatGPT's 1.2 billion (March 2025)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"AI Mode passed 1 billion monthly users within about a year: the best alternatives are far larger."},{"url":"https://storage.courtlistener.com/recap/gov.uscourts.dcd.223205/gov.uscourts.dcd.223205.1436.0.pdf","date":"2025-09-02","support":"Google receives nine times more queries daily than all rivals combined (ECF p.83)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"perplexity","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"ai-search":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google (19 May 2026): AI Mode has passed 1 billion monthly users, one of several answer engines that includes ChatGPT search, Copilot and Gemini."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Perplexity beside ChatGPT, Gemini, Claude, Grok, Meta AI, Copilot and Bing on its mobile and web rankings: six or more substitutes."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://apptopia.com/en/insights/gen-ai-chatbots-march-2026-apptopia-data-brief-claude-gets-traction/","date":"2026-03-06","support":"Apptopia: Perplexity's US share peaked at about 6% in Oct 2025 and fell below 2% by March 2026; worldwide it fell from near 8% to about 4%."},{"url":"https://www.socialsamosa.com/news-2/snap-inc-perplexity-400-mn-deal-ai-snapchat-10626726","date":"2025-11-06","support":"Snap's $400 million deal puts Perplexity's chatbot in Snapchat chat from early 2026 while Snap's My AI stays beside it: a distribution deal does not lock users in."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blog.google/innovation-and-ai/sundar-pichai-io-2026/","date":"2026-05-19","support":"Google reports 2.5 billion AI Overviews and over 1 billion AI Mode monthly users, so the best alternative has more scale than Perplexity."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower puts Perplexity under 5% of assistant users in May 2026."}]}}}}},"meitu":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meitu","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."},{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","date":"2026-08-28","support":"Meitu's own global monthly users are 282 million, below CapCut's 736 million."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"meitu","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Meitu."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."},{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","date":"2026-08-28","support":"Meitu (28 Aug 2026): AI credit use rose over 46% sequentially in each of Q1 and Q2 on 282 million monthly users; the company says its Meitu app leads Chinese photo tools, a position users can leave."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z: CapCut has 736 million monthly active mobile users, about 2.6 times Meitu's 282 million (Meitu report), so the best alternative is larger."}]}}}}},"adobe":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"adobe","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","date":"2025-12-11","support":"Adobe faces increasing competition from AI design platforms including Figma and Canva (Reuters)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."},{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"A week after OpenAI said it would shut Sora, rivals such as Kling and Runway were already gaining ground."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva alone had more than 265 million monthly users, above Adobe's 70 million freemium AI users."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"adobe","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Adobe's AI tools."},{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","date":"2025-12-11","support":"Adobe's CFO says monthly users of its freemium AI offerings rose 35% to over 70 million (Dec 2025), against rivals Figma and Canva."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.storyboard18.com/brand-makers/adobe-projects-up-to-26-1-bn-in-2026-revenue-on-surging-ai-adoption-85675.htm","date":"2025-12-11","support":"Adobe says it embeds AI in existing tools to drive adoption (Dec 2025); its 70 million AI users are below CapCut's 736 million monthly users (a16z), so the best alternative is larger."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): CapCut has 736 million monthly active mobile users."}]}}}}},"jd-com":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"jd-com","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"Qwen has full access to 4 billion Taobao and Tmall products; Doubao's 'Help You Choose' completes purchases in-app."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"Doubao had 345 million monthly users in Q1 2026 and already offers in-app shopping, so users can move at once."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"JD's Jingyan served nearly 80 million users in Q1 2026, fewer than rival assistants with larger catalogues."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"jd-com","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"36Kr (6 Jun 2026): Qianwen has access to about 4 billion Taobao and Tmall products, and Doubao's 'Help You Choose' sits in Douyin's navigation bar (345 million monthly users in Q1 2026): three to four comparable shopping assistants."},{"url":"https://eu.36kr.com/en/p/3836808118778754","date":"2026-06-03","support":"36Kr (3 Jun 2026): Doubao connects to Douyin's local life services and Qianwen to Alibaba's life services for ordering and payment."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"36Kr says rivals compete over the 'first access point' for shoppers, moving decisions from the search bar to the dialog box; it gives no switching data, so thin evidence."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://eu.36kr.com/en/p/3835998714016904","date":"2026-06-06","support":"36Kr says AI shopping assistants mainly suit low-decision categories and fall short for clothing, makeup and high-value appliances; JD's Jingyan served nearly 80 million users in Q1; Qianwen reaches about 4 billion Taobao and Tmall products (JD's catalog size is not stated)."}]}}}}},"naver":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"naver","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://gna.org.gh/2026/08/meitu-2026-interim-results-ai-applications-for-productivity-continue-to-break-new-ground-as-net-profit-grows-39-5-yoy/","date":"2026-08-28","support":"Meitu reports 282 million global monthly users for its photo and video apps (June 2026)."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"naver","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Snow and B612."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z's mobile top 50 (Mar 2026) includes B612 and Snow beside Remini, Meitu, Wink, Hypic, Picsart and Photoroom; larger rivals such as CapCut (736 million monthly users) exist. No Snow or B612 AI-user count was found, so thin evidence."}]}}}}},"qihoo-360":{},"ant-group":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"ant-group","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"JD.com, ByteDance and Baidu have all built online medical consultation tools and AI-doctor chatbots."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Users increasingly turn to AI for health questions; ChatGPT and Claude analyse medical reports and fitness data."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"AQ itself reached 30 million monthly users by January after a June launch; rivals already operate (rater inference)."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Users increasingly turn to AI for health questions; ChatGPT and Claude analyse medical reports and fitness data."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"An analyst says Ant's partnerships with regulators, hospitals and doctors give it an edge."},{"url":"https://restofworld.org/2026/ai-health-care-is-taking-off-in-china-led-by-jack-mas-ant-group/","date":"2026-01-30","support":"Ant acquired Haodf, a consultation portal with more than 300,000 registered physicians."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"ant-group","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://www.caixinglobal.com/2026-02-05/in-depth-chinas-tech-giants-burn-cash-to-try-to-dominate-ai-health-care-102411854.html","date":"2026-02-05","support":"Caixin (5 Feb 2026): competitors include Baidu's Ernie Health Manager, JD Health's Dawei, Alibaba's Quark Health, ByteDance's Xiaohe, iFlyHealth and Medlinker, and consumers also use DeepSeek, ChatGPT, Doubao and Kimi for health."},{"url":"https://regional.chinadaily.com.cn/wic/2026-01/12/c_1153870.htm","date":"2026-01-12","support":"China Daily (12 Jan 2026): Baidu Health offers 360,000 doctor services and over 100 AI tools to partners."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.caixinglobal.com/2026-02-05/in-depth-chinas-tech-giants-burn-cash-to-try-to-dominate-ai-health-care-102411854.html","date":"2026-02-05","support":"Caixin: most consumer AI health consultations are currently free, so users face no cost to move."},{"url":"https://regional.chinadaily.com.cn/wic/2026-01/12/c_1153870.htm","date":"2026-01-12","support":"Ant says Afu's answers are not medical diagnoses and it links users to about 300,000 doctors (Jan 2026)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://regional.chinadaily.com.cn/wic/2026-01/12/c_1153870.htm","date":"2026-01-12","support":"Ant's Afu connects about 300,000 doctors while Baidu Health reports 360,000 doctor services (China Daily, Jan 2026): the best alternative's network is comparable."}]}}}}},"picsart":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"picsart","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Top-50 lists include many AI creation tools: CapCut, Canva, Picsart, VN, Wink, YouCut, Edits, Photoroom, Lightroom, Meitu, Snow, B612, Hypic."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Creative tools churn fast: Midjourney fell from the top 10 to #46; most early image generators left the list."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"CapCut has 736 million monthly active mobile users (Sensor Tower, January 2026), the largest creation tool listed."},{"url":"https://techcrunch.com/2026/02/18/canva-gets-to-4b-in-revenue-as-llm-referral-traffic-rises/","date":"2026-02-18","support":"Canva had more than 265 million monthly users in 2025."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"picsart","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Pixverse, Picsart, Photoroom, CapCut, Canva, Remini, Lightroom, Meitu, Wink and Hypic on its mobile top 50, with Kling, Higgsfield, Freepik and Veed on the web list: six or more substitutes for Picsart."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Picsart among mobile creation apps beside CapCut (736 million monthly users), Canva and Lightroom, so larger rivals exist; Picsart publishes no AI-user count, so thin evidence."}]}}}}},"zuoyebang":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"zuoyebang","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Mobile top 50 includes homework helpers Gauth, Photomath and Brainly."},{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/07/29/openai-launches-study-mode-in-chatgpt/","date":"2025-07-29","support":"ChatGPT Study Mode is free for logged-in users; Anthropic launched a similar Learning Mode for Claude in April 2025."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Gauth, Photomath and Brainly are on the mobile top 50; Question.AI is not, so rivals are at least as large."},{"url":"https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/","date":"2026-06-16","support":"Sensor Tower, May 2026 monthly users: ChatGPT over 1.1 billion, Gemini 662 million, Claude 245 million; others each under 5% share."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"zuoyebang","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies (27 Jan 2026): Question.AI, backed by Zuoyebang, is #3 on iOS education apps behind Gauth, with Photomath, Chegg, Brainly and general assistants as alternatives."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026) lists Brainly, Gauth, Photomath, Learna AI, Quillbot and NotebookLM on its learning lists."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): users add tools rather than replace them; homework apps can be swapped in days."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ucstrategies.com/news/gauth-ai-review-can-this-tool-really-help-you-study-like-a-real-teacher/","date":"2026-01-27","support":"UC Strategies: Gauth is #2 and Question.AI #3 on iOS education apps, so a larger rival exists; no Zuoyebang-specific user count was found."}]}}}}},"genspark":{},"walmart":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"walmart","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says over 350 million customers used Alexa for Shopping in the last 12 months (Q2 2026 call, 30 July 2026)."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Alexa for Shopping users nearly doubled year on year; shoppers already use rival assistants (Q2 2026 call)."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says over 350 million customers used Alexa for Shopping in the last 12 months (Q2 2026 call, 30 July 2026)."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google's Shopping Graph has over 50 billion product listings, 2 billion updated every hour."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"walmart","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://www.modernretail.co/technology/amazon-says-its-ai-shopping-assistant-is-gaining-traction-with-rufus-users-up-115/","date":"2026-04-30","support":"Amazon says Rufus had 300 million customers in 2025 (Modern Retail, 30 Apr 2026), the largest retail shopping assistant."},{"url":"https://www.modernretail.co/technology/walmart-says-open-partnerships-are-central-to-its-ai-strategy-while-amazon-goes-it-alone/","date":"2026-01-13","support":"Modern Retail (13 Jan 2026): Walmart integrates Google's Gemini checkout and OpenAI's ChatGPT purchases beside Sparky, so ChatGPT and Gemini shopping are rivals as well as partners."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","date":"2026-02-26","support":"Walmart says about half of Walmart app users have interacted with Sparky and its order values run about 35% higher (Retail Dive, 26 Feb 2026); the company calls investments early-stage."},{"url":"https://www.modernretail.co/technology/walmart-says-open-partnerships-are-central-to-its-ai-strategy-while-amazon-goes-it-alone/","date":"2026-01-13","support":"Walmart's own strategy is to sell inside ChatGPT and Gemini as well as its app, i.e. it expects shoppers to start elsewhere (my inference)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.modernretail.co/technology/amazon-says-its-ai-shopping-assistant-is-gaining-traction-with-rufus-users-up-115/","date":"2026-04-30","support":"Rufus's reported 300 million customers exceed any Sparky count (none published), so the best alternative has more scale."},{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","date":"2026-02-26","support":"Walmart describes Sparky as early-stage, with capabilities still to be added (Retail Dive, 26 Feb 2026)."}]}}}}},"minimax":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"minimax","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Companion apps Character.AI and PolyBuzz are on both top-50 lists; Janitor AI, CrushOn, Spicychat and others on the web list."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Companion apps Character.AI and PolyBuzz are on both top-50 lists; Janitor AI, CrushOn, Spicychat and others on the web list."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.thestandard.com.hk/market/article/319916/Chinese-AI-firm-MiniMax-to-launch-HK-IPO-in-early-January-to-raise-up-to-US700-million","date":"2025-12-22","support":"All MiniMax products averaged 27.6 million monthly users by September 2025, small next to rival companion apps."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Companion apps Character.AI and PolyBuzz are on both top-50 lists; Janitor AI, CrushOn, Spicychat and others on the web list."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"minimax","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): about 6% of Americans talked with an AI companion; Character.AI, Nomi and Replika are named."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): Character.ai, Candy Network, CrushOn, Janitor AI, Ourdream.ai, Spicychat and Polybuzz are on its lists, six or more companions."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo concludes that for most consumers AI is still a bridge to other people, and says users add tools freely when switching is free."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z (Mar 2026): Character.ai is on both the web and mobile lists, i.e. a larger or equal rival; MiniMax's own user count was not found, so thin evidence."}]}}}}},"pinterest":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"pinterest","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."},{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says over 350 million customers used Alexa for Shopping in the last 12 months (Q2 2026 call, 30 July 2026)."},{"url":"https://www.retaildive.com/news/walmart-sees-speed-convenience-boosting-trust-ai-agent/813111/","date":"2026-02-26","support":"Walmart says about half of Walmart app users have interacted with its Sparky assistant."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"About 20% of weekly ChatGPT web users also use Gemini in the same week: users multi-home (assistant section)."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google rolled out conversational shopping in AI Mode and agentic checkout in Search in the U.S."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.fool.com/earnings/call-transcripts/2026/08/07/amazon-amzn-q2-2026-earnings-call-transcript/","date":"2026-08-07","support":"Amazon says over 350 million customers used Alexa for Shopping in the last 12 months (Q2 2026 call, 30 July 2026)."},{"url":"https://techcrunch.com/2025/11/13/google-expands-ai-shopping-with-conversational-search-agentic-checkout-and-an-ai-that-calls-stores-for-you","date":"2025-11-13","support":"Google's Shopping Graph has over 50 billion product listings, 2 billion updated every hour."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"pinterest","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"specialised-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/transcript/Q2-2026-Transcript.pdf","date":"2026-08-04","support":"Pinterest says (Q2 2026 call) it made Pinterest Assistant available to most US users by end of July and that research finds shoppers value chatbots for comparing products; ChatGPT, Gemini and Rufus offer comparable shopping research."},{"url":"https://www.retaildive.com/news/walmart-sparky-chatgpt-instant-checkout/815647/","date":"2026-03-25","support":"Retail Dive (25 Mar 2026): merchants including Target, Sephora and Wayfair integrate with ChatGPT's commerce protocol."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/transcript/Q2-2026-Transcript.pdf","date":"2026-08-04","support":"Pinterest's CEO says the assistant is woven through the app with contextual entry points (Q2 2026 call); no usage count is published, so thin evidence."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo (July 2026): 26% of AI-using shoppers let AI complete a purchase and 37% decided on its recommendation; they use multiple tools."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://s204.q4cdn.com/369458543/files/doc_earnings/2026/q2/transcript/Q2-2026-Transcript.pdf","date":"2026-08-04","support":"Pinterest says its open-source models post-trained on its Taste Graph beat closed third-party models for its use cases (company claim)."},{"url":"https://menlovc.com/perspective/2026-the-state-of-consumer-ai/","date":"2026-09-16","support":"Menlo: most shoppers use AI to compare prices and narrow shortlists, tasks general assistants also do."}]}}}}},"kuaishou":{"a":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"kuaishou","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Video generators Higgsfield, PixVerse, Veed and Google Labs (Veo 3) rank alongside Kling AI."},{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"RunwayML is named as a rival gaining ground alongside Kling."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"A week after OpenAI said it would shut Sora, rivals such as Kling and Runway were already gaining ground."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"Google Labs rose from #36 to #25 on the strength of Veo 3, a comparable video model."},{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Kling averaged 7.8 million monthly mobile users in March 2026, a small base for rivals to absorb."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-consumer","entityId":"kuaishou","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"creation-tools":{"alternatives":{"level":2,"evidence":[{"url":"https://www.deeplearning.ai/the-batch/bytedance-adds-state-of-the-art-seedance-2-0-video-to-capcut-while-openai-retreats","date":"2026-05-08","support":"The Batch (8 May 2026): Seedance 2.0 narrowly leads arena.ai text-to-video (1,460) over Alibaba's HappyHorse-1.0 (1,444); SkyReels V4 and OpenAI's discontinued Sora are the other names: four to five video-model alternatives."},{"url":"https://a16z.com/100-gen-ai-apps-6/","date":"2026-03-09","support":"a16z names Kling AI, Hailuo and Pixverse as video apps that have all built real traction, and says Chinese models lead on output quality."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://news.bloomberglaw.com/ip-law/the-ai-video-apps-gaining-ground-after-openais-sora-shutdown","date":"2026-04-01","support":"Bloomberg (1 Apr 2026): after OpenAI said it would shut Sora, Kling had already passed it (7.8 million vs 4.7 million monthly users in March) and RunwayML was gaining ground; creation users move apps within weeks."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.deeplearning.ai/the-batch/bytedance-adds-state-of-the-art-seedance-2-0-video-to-capcut-while-openai-retreats","date":"2026-05-08","support":"The Batch (8 May 2026): leaderboard gaps between leading video models are about 16 Elo points (1,460 vs 1,444), preliminary; the article does not compare Kling directly, so thin evidence for a Kling-specific gap."},{"url":"https://www.thailand-business-news.com/pr-news/kuaishou-technology-announces-second-quarter-and-interim-2026-unaudited-financial-results","date":"2026-08-19","support":"Kuaishou says Kling earned over RMB 850 million in Q2 2026, up over 200% (company claim); Kling 3.0 adds native 4K video output."}]}}}}},"superhuman":{},"moonshot":{},"iflytek":{}},"validation":[]}