Oh my!

Yesterday, Claude passed ChatGPT in daily US downloads for the first time.

Apptopia's monthly Gen AI Chatbot app update. Chat has lost US DAUs for 4 consecutive months. Claude reduces churn by 19 percentage points. apptopia.com/en/blog/gen-...

Claude hit #1 Overall in the US App Store for the first time yesterday. It remains there today. Its rank has been trending up recently, likely helped by an ad install campaign. I do not think people are changing app preferences based on the Pentagon's recent classification.

Narrative violation alert: Older Americans are spending more time on their phones each day than younger Americans. Take a look at more of our time spent data here - apptopia.com/en/blog/amer...

Great tidbit here. Claude has highest % of users >60 min per day.

Kalshi hit >3M downloads in January, something no sportsbook, fantasy sports, or real money gaming app has ever done in a single month. Also, 10% of DraftKings Sportsbook users also used Kalshi in January. apptopia.com/en/blog/pred...

The GenAI chatbot market is flattening but most people have never used a GenAI chatbot app, so we're not near peak yet. Just an inflection point between somewhat early adopters and the rest of society. apptopia.com/en/blog/gen-...

December 31 is when news broke of Grok sexualizing images of people upon request.

Anyone know why VPN apps are jumping in the US? Usually this only happens where something is being banned. 6 of the top 20 apps are VPNs in the US iOS App Store right now. Never seen anything like that for the US. 2 in the top 5.

Apple tells Patreon to move creators to in-app purchase for subscriptions by November

The olds are a big part of Bluesky's engagement growth.

Apptopia likes to look at Sessions of Uber Driver and Lyft Driver to get an indication of business activity. The idea is if they're opening the app, they're about to do a job. In Q425, Uber Driver's dominant market share in this metric has dropped to 82.7%, its lowest point since Q223. #$UBER #$LYFT

TikTok had negative YoY DAU growth in the US every month of 2025. Churned users are also reducing time spent on Instagram, Snapchat and Facebook. They now spend more time in apps like Pluto TV, YouTube Kids, DraftKings Casino, and BetMGM Casino. apptopia.com/en/blog/tikt...

Heavy GenAI users saw a significant decrease in time spent on mobile browsers (search) until AI Mode was pushed out to Google apps in Q3. Since then there was a rebound in time spent on mobile browsers. Maybe Google's changes in AI Mode satisfied Heavy users of GenAI, changing their behavior.

Kalshi is ripping. Mobile app DAUs hit all-time high yesterday (660k) with the college football championship. Data is Apptopia.

54% say LOCAL JOBS decide #datacenter support. 63% back community-linked projects. The lesson? Impact = approval Watch now- digitalinfranetwork.com/videos/commu... #AIinfrastructure #Colocation #Hyperscale #Digitalinfrastructure #Communityimpact #Economicdevelopment

Looking to step up your career and get into a Director of Engineering role? @jfruh.bsky.social has you covered in his latest for LeadDev. leaddev.com/hiring/what-...