Bank of America data shows ChatGPT at 664 million mobile daily users while Meta's new AI agent app gets off to a fast start
The consumer AI race added more runners in September, and the leaders kept their pace. OpenAI’s ChatGPT hit 664 million mobile daily active users, while Google’s Gemini reached 151 million, according to Sensor Tower data cited by Bank of America analyst Justin Post.
Meanwhile, Meta’s brand-new agent app, Muse, climbed to 1.96 million mobile daily users within weeks of launching.
The September scorecard
ChatGPT’s 664 million mobile daily users represent a 7% gain from August and a 69% jump from a year earlier.
Gemini’s 151 million mobile daily users mark an 11% month-over-month rise and a 321% increase year over year.
The broader usage figures tell a similar story. OpenAI said on September 29, 2026 that ChatGPT has 1.2 billion weekly users. Google’s Gemini app passed 1 billion monthly users in August 2026.
Meta’s Muse bets on doing, not chatting
Muse launched on September 8 as a personal AI agent. By October 5, it had reached 1.96 million mobile daily users, per the same Sensor Tower data.
The app runs on Meta’s Muse Spark model. It is built to handle errands like managing email, booking reservations, and working toward goals a user sets.
Bank of America’s report frames this as part of a bigger shift in consumer AI, away from simple chat windows and toward more autonomous, “agentic” systems that take actions on a user’s behalf.
For context on Muse’s start, compare it with other apps in the same dataset. xAI’s Grok sits at 2 million mobile daily users, and Meta’s own Meta AI app stands at 6 million.
The report also points to strong early engagement and downloads for Muse.
What the numbers mean for the AI landscape
The most important open question for Muse is retention. Bank of America flags whether users will keep coming back and form a daily habit, which is the metric that separates a novelty from a platform.
For investors following the space, the research suggests watching a few specific signals. One is whether Muse’s daily user count keeps climbing past the launch window or plateaus. Another is whether ChatGPT can sustain mid-single-digit monthly growth at its current size. A third is whether Gemini’s growth rate holds as its base gets larger.
