Where are we in the consumer AI cycle? I went on @technology to discuss what we @a16z are seeing from studying the data since 2023. So far, a rising tide has lifted all boats. But, we're starting to see ChatGPT, Claude, and Gemini diverge in approach to winning the consumer. My main takeaways 👇 1. ChatGPT is still dominant - but the race for "default AI" is on. On web, ChatGPT is 2.7x larger than #2 Gemini. On mobile, 2.5x larger. But, ~20% of weekly ChatGPT users are now also using Gemini…