OpenAI · Status at source date: Newsletter archive
ChatGPT keeps gaining US share as AI chat interfaces reach 2% of retail traffic
Two data points this week underline AI's steady encroachment on discovery. Vladimir Hanzlik noted that ChatGPT continues to add roughly 3 million new US site visitors per month, with its share of US internet users still climbing and no sign of a slowdown despite pressure from Gemini in the consumer market and Claude in the business market.
What changed
Separately, Juozas Kaziukėnas noted that AI chat interfaces now drive nearly 2% of web traffic for Walmart and Target: a small share, but one that has tripled in a year.
Taken together, the figures describe a channel that is still minor in absolute terms but growing fast and consistently, with the largest retailers seeing the earliest measurable effects.
Why it matters for advertisers
For you, this means AI-assistant referrals are worth tracking now, even at low volume, because the growth curve is steep. Worth setting up reporting to isolate AI-chat traffic so you can see the trend in your own accounts before it becomes material.
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ChatGPT keeps gaining US share as AI chat interfaces reach 2% of retail traffic
Two data points this week underline AI's steady encroachment on discovery. Vladimir Hanzlik noted that ChatGPT continues to add roughly 3 million new US site visitors per month, with its share of US internet users still climbing and no sign of a slowdown despite pressure from Gemini in the consumer market and Claude in the business market. Separately, Juozas Kaziukėnas noted that AI chat interfaces now drive nearly 2% of web traffic for Walmart and Target: a small share, but one that has tripled in a year.
Taken together, the figures describe a channel that is still minor in absolute terms but growing fast and consistently, with the largest retailers seeing the earliest measurable effects.
For you, this means AI-assistant referrals are worth tracking now, even at low volume, because the growth curve is steep. Worth setting up reporting to isolate AI-chat traffic so you can see the trend in your own accounts before it becomes material.
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