Brief
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At a Glance
ChatGPT usage continues to climb fast. The number of prompts grew by nearly 70% during the first half of 2025, according to a sample by market intelligence firm Sensor Tower. While the total number of ChatGPT prompts would be much higher, Sensor Tower's sample alone rose from about 17 million in January to slightly less than 29 million in June (see Figure 1).
Figure 1
This growth signals more than just curiosity; it’s a shift in behavior. As usage scales, so does the need to understand what people are doing with these tools (see Figure 2).
Figure 2
Shopping is bigShopping is the biggest mover. It jumped from 7.8% to 9.8% of all searches, a 25% category gain on top of 70% total ChatGPT growth. That means shopping queries doubled in the six months from January to June. That’s a big deal for anyone that counts on search to find customers. Optimizing for AI (AIO)—also called generative engine optimization (GEO)—with ChatGPT and Perplexity is no longer an option for B2B and consumer brands. Other interesting observations:
Drilling down into the shopping data shows some products gaining over others, with the strongest signals coming from personal tech, home improvement, and cosmetics and clothing. These shifts might not be statistically significant yet, but brands in some spaces may already be feeling a drop in traditional search traffic (see Figure 3).
Figure 3
Clicks are growing fastOpenAI has been quietly expanding the number of live links in ChatGPT answers, and users are noticing. Between March and June, click-throughs tripled (from around 100,000 to 300,000), with the average rate jumping from 2.2% to 5.7% (see Figure 4).
Figure 4
This shift suggests that users aren’t using ChatGPT just for recommendations but also to find links to specific products or content, similar to a traditional search engine. If you run a content site or e-commerce business, it’s no longer enough to be mentioned; you need to be linked. What this means for business and investorsAll signs point up, but where this flattens out is still unclear. In the short term, companies should be thinking about how to optimize their online content for AIO platforms—figure out what helps bots find and surface your content. Investors should be looking carefully at companies that rely on search. This could be an opportunity to leapfrog the competition by investing early in this space, or the business could face setbacks if competitors beat them to it. Watch for the introduction of ads or sponsored content in AIO results as those companies look for ways to monetize their efforts. Ad-funded businesses should receive special scrutiny: Will ChatGPT mean fewer visits to websites? Will new business models arise where content creators are compensated in some other way? |