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ChatGPT's App Is Crushing It
China Makes 1 in 3 Cars Globally
ChatGPT Mobile App Hits $2B Revenue—Crushing the Competition
Since launching in May 2023, ChatGPT’s mobile app has pulled in a staggering $2 billion in global consumer spending—nearly 30× more than Claude, Grok, and Copilot combined. In 2025 alone, it’s already made $1.35 billion, marking a 673% year-over-year jump, with monthly revenue soaring to $193 million—up from just $25 million last year.
On monetization per download, the app averages $2.91 globally, dwarfing competitors: Claude at $2.55, Grok at $0.75, and Copilot at $0.28. In the U.S., users spend around $10 per install, generating 38% of ChatGPT’s mobile app revenue.
Adoption is equally explosive: the app has been downloaded an estimated 690 million times globally, with 45 million monthly downloads—a 180% increase year-over-year. India leads in installations (13.7%), followed by the U.S. at 10.3%
Who Builds the World’s Cars?
Source: OICA, Visual Cap
The world rolled out 92M vehicles in 2024, but the story is less about total numbers and more about where those cars are made.
China dominates, producing 31M vehicles (1 in 3 cars globally) — nearly triple the U.S. and more than the U.S. and Japan combined. Most of its output is passenger cars (27.5M), while the U.S. is heavily skewed to commercial vehicles (9.1M).
India & Mexico are climbing fast, reflecting shifting supply chains and growing domestic demand in the Global South. Tesla is even building a Gigafactory in Mexico (construction starts 2026).
Meanwhile, traditional leaders Japan (-9%) and the U.S. (-12%) shrank, signaling a potential rebalancing of the global auto map.
Big picture: While China, the U.S., and Japan still make up 54% of global output, emerging markets are reshaping the industry’s future.
Smart Glasses Market Booms—And Meta Rules It
Source: Counterpoint
The global smart glasses market exploded in the first half of 2025, with shipments up 110% year-over-year, led by surging demand for Meta’s AI-powered Ray-Ban glasses. AI-enabled models now make up 78% of all smart glasses shipped, growing over 250% YoY, and Meta captured a dominant 73% market share.
Meta’s success is powered by its partnership with EssilorLuxottica, which ramped up manufacturing and expanded retail reach through Ray-Ban stores and chains like Sunglass Hut and LensCrafters. The company also launched the Oakley-branded AI glasses and plans further device expansion later this year.
The smart glasses sector is expected to stay on this fast track, with projected annual growth exceeding 60% through 2029—opening opportunities not just for Meta, but for component suppliers and new players such as Xiaomi, TCL, and Alibaba.