{"id":26994,"date":"2026-10-08T09:56:40","date_gmt":"2026-10-08T02:56:40","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=26994"},"modified":"2026-10-08T09:56:40","modified_gmt":"2026-10-08T02:56:40","slug":"gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store-26994\/","title":{"rendered":"Gemini Melonjak 321%, Muse Meta Salip ChatGPT"},"content":{"rendered":"<p>Persaingan aplikasi kecerdasan buatan (AI) semakin ketat. Google Gemini mencatat pertumbuhan pengguna mobile yang jauh lebih cepat dibandingkan ChatGPT, sementara aplikasi AI terbaru Meta, Muse, mulai menarik perhatian setelah mencapai posisi teratas App Store AS.<\/p>\n<p>Berdasarkan data Sensor Tower yang dikutip analis Bank of America Justin Post, jumlah pengguna aktif harian ChatGPT dan Gemini sama-sama meningkat pada September 2026. Namun, pertumbuhan Gemini mencapai 321% secara tahunan, dibandingkan 69% pada ChatGPT.<\/p>\n<p>Di sisi lain, Muse yang baru diluncurkan pada September berhasil menggeser ChatGPT dari posisi teratas peringkat aplikasi gratis App Store AS. Perkembangan tersebut menunjukkan persaingan AI konsumen semakin melibatkan pemain baru, meskipun ChatGPT masih memiliki basis pengguna harian yang jauh lebih besar.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/berita\/gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store-26994\/#Gemini_Melonjak_321_ChatGPT_Masih_Unggul\" >Gemini Melonjak 321%, ChatGPT Masih Unggul<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/berita\/gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store-26994\/#Muse_Meta_Geser_ChatGPT_dari_Puncak_App_Store\" >Muse Meta Geser ChatGPT dari Puncak App Store<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/berita\/gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store-26994\/#Google_Masih_Kuasai_Hampir_90_Pasar_Pencarian\" >Google Masih Kuasai Hampir 90% Pasar Pencarian<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/berita\/gemini-melesat-muse-meta-salip-chatgpt-dari-puncak-app-store-26994\/#AI_Agent_Jadi_Perhatian_Menjelang_Earnings_Alphabet\" >AI Agent Jadi Perhatian Menjelang Earnings Alphabet<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Gemini_Melonjak_321_ChatGPT_Masih_Unggul\"><\/span>Gemini Melonjak 321%, ChatGPT Masih Unggul<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Menurut data Sensor Tower, pengguna aktif harian aplikasi mobile ChatGPT mencapai 664 juta pada September 2026, meningkat 69% dibandingkan periode yang sama tahun sebelumnya dan 7% dari Agustus.<\/p>\n<p>Gemini mencatat pertumbuhan lebih tinggi, yakni 321% secara tahunan dan 11% secara bulanan, sehingga jumlah pengguna aktif hariannya mencapai 151 juta.<\/p>\n<p>Dengan demikian, ChatGPT masih memiliki basis pengguna mobile sekitar 4,4 kali lebih besar daripada Gemini. Namun, pertumbuhan tahunan Gemini menunjukkan bahwa Google terus memperluas jangkauan layanan AI-nya.<\/p>\n<p>Pertumbuhan juga terjadi pada aplikasi AI lainnya. Meta AI mencatat kenaikan pengguna aktif harian sebesar 646% secara tahunan menjadi sekitar 6 juta, sedangkan Grok yang dioperasikan SpaceX tumbuh 145% menjadi 2 juta pengguna.<\/p>\n<p>Meski persentase pertumbuhan Meta AI lebih tinggi, basis penggunanya masih jauh lebih kecil dibandingkan Gemini dan ChatGPT. Perbedaan skala tersebut menjadi konteks penting dalam membaca pertumbuhan masing-masing layanan.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Muse_Meta_Geser_ChatGPT_dari_Puncak_App_Store\"><\/span>Muse Meta Geser ChatGPT dari Puncak App Store<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Persaingan aplikasi AI semakin ramai setelah Meta memperkenalkan Muse pada September 2026.<\/p>\n<p>Menurut data yang dikutip Bank of America, Muse telah mencapai sekitar 1,96 juta pengguna aktif harian mobile pada 5 Oktober. Aplikasi tersebut juga berhasil menempati posisi teratas peringkat aplikasi gratis App Store AS, menggeser ChatGPT.<\/p>\n<p>Muse merupakan asisten AI personal yang dirancang untuk membantu pengguna menyelesaikan berbagai aktivitas digital, termasuk mencari informasi, berbelanja, dan menjalankan tugas melalui aplikasi maupun situs web.<\/p>\n<p>Adopsinya berlangsung cepat sejak peluncuran. Sensor Tower memperkirakan Muse telah melampaui 5 juta unduhan pada akhir September, sekitar tiga pekan setelah dirilis.<\/p>\n<p>Meski demikian, posisi teratas App Store tidak berarti Muse telah melampaui ChatGPT dalam jumlah pengguna aktif. Peringkat aplikasi terutama mencerminkan performa unduhan, sedangkan data pengguna aktif harian menunjukkan tingkat penggunaan layanan.<\/p>\n<p>Dengan basis pengguna harian yang masih berada di bawah ChatGPT dan Gemini, perkembangan berikutnya akan bergantung pada kemampuan Muse mempertahankan pengguna setelah periode awal peluncurannya.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Google_Masih_Kuasai_Hampir_90_Pasar_Pencarian\"><\/span>Google Masih Kuasai Hampir 90% Pasar Pencarian<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Di luar aplikasi mobile, posisi <a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=GOOGL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DGOOGL\">Google (GOOGL)<\/a> dalam pencarian web masih relatif dominan.<\/p>\n<p>Berdasarkan data Similarweb yang dikutip dalam analisis Bank of America, kunjungan harian global ke Google meningkat 3% secara tahunan menjadi sekitar 2,8 miliar pada September.<\/p>\n<p>Sebaliknya, kunjungan harian ChatGPT turun 1% menjadi sekitar 196 juta, sementara Gemini mencatat pertumbuhan kunjungan web sebesar 144%.<\/p>\n<p>Google juga masih menguasai 89,9% pangsa pasar pencarian global, meskipun turun sekitar satu poin persentase dari bulan sebelumnya. Bing berada di posisi berikutnya dengan pangsa 5,3%.<\/p>\n<p>Angka tersebut menunjukkan bahwa pertumbuhan layanan AI belum serta-merta menghilangkan dominasi Google dalam pencarian tradisional.<\/p>\n<p>Namun, data pengguna aplikasi mobile, kunjungan web, dan pangsa pasar pencarian menggunakan metrik yang berbeda. Karena itu, angka-angka tersebut tidak dapat dibandingkan secara langsung untuk menentukan jumlah pengguna unik maupun tingkat keterlibatan antarlayanan.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"AI_Agent_Jadi_Perhatian_Menjelang_Earnings_Alphabet\"><\/span>AI Agent Jadi Perhatian Menjelang Earnings Alphabet<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Selain pertumbuhan pengguna, Bank of America menyoroti perkembangan agentic AI sebagai salah satu faktor yang dapat memengaruhi bisnis pencarian dan layanan digital.<\/p>\n<p>Berbeda dengan chatbot yang terutama memberikan jawaban, AI agent dirancang untuk membantu menyelesaikan tugas pengguna, termasuk pencarian produk, perbandingan pilihan, hingga proses pembelian.<\/p>\n<p>Justin Post menilai teknologi tersebut berpotensi memperluas aktivitas online karena pengguna dapat menyelesaikan lebih banyak kebutuhan melalui bantuan AI.<\/p>\n<p>Dalam konteks ini, Google dinilai memiliki sejumlah keunggulan, termasuk jangkauan distribusi yang luas, akses terhadap data pihak pertama, dan hubungan dengan pedagang melalui ekosistem layanannya.<\/p>\n<p>Namun, perkembangan AI agent juga membawa tantangan monetisasi. Jika semakin banyak aktivitas pengguna diselesaikan langsung melalui asisten AI, pola kunjungan ke hasil pencarian dan interaksi dengan iklan dapat berubah.<\/p>\n<p>Hal tersebut menjadi perhatian bagi Alphabet, yang selama ini memperoleh pendapatan besar dari bisnis periklanan pencarian.<\/p>\n<p>Bank of America mempertahankan rating Buy dengan target harga US$430 untuk Alphabet. Investor selanjutnya akan memperhatikan bagaimana perusahaan mengembangkan layanan AI tanpa mengganggu bisnis pencarian yang sudah ada, terutama menjelang laporan keuangan Alphabet yang dijadwalkan pada 28 Oktober 2026.<\/p>\n<p>Bagi investor, pertumbuhan pengguna Gemini, adopsi Muse, perubahan pangsa pencarian, dan strategi monetisasi AI menjadi beberapa indikator penting untuk melihat perkembangan persaingan <a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=GOOGL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DGOOGL\">Alphabet (GOOGL)<\/a>, <a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=META&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMETA\">Meta (META)<\/a>, dan perusahaan teknologi lainnya.<\/p>\n<div style=\"background: linear-gradient(135deg, #111827, #1F2937); padding: 24px; border-radius: 14px; margin: 28px 0; text-align: center; color: #ffffff;\">\n<p style=\"margin: 0 0 8px; font-size: 21px; line-height: 1.4; color: #ffffff;\"><strong>Persaingan AI Kini Berebut Pengguna<\/strong><\/p>\n<p style=\"max-width: 650px; margin: 0 auto 20px; font-size: 14px; line-height: 1.7; color: #e5e7eb;\">Gemini tumbuh pesat, Muse menarik pengguna baru, dan ChatGPT masih unggul dalam skala. Pantau GOOGL, META, dan saham teknologi AS lainnya melalui Nanovest.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; justify-content: center; gap: 10px;\">\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #7C3AED; color: #ffffff; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi di Nanovest<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #ffffff; color: #7c3aed; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">Baca News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"max-width: 650px; margin: 16px auto 0; font-size: 11px; line-height: 1.55; color: #9ca3af;\">Investasi memiliki risiko. Lakukan riset mandiri dan pertimbangkan profil risiko sebelum mengambil keputusan investasi. Nanovest terdaftar dan diawasi oleh OJK.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Persaingan aplikasi kecerdasan buatan (AI) semakin ketat. Google Gemini mencatat pertumbuhan pengguna mobile yang jauh lebih cepat dibandingkan ChatGPT, sementara aplikasi AI terbaru Meta, Muse, mulai menarik perhatian setelah mencapai posisi teratas App Store AS. Berdasarkan data Sensor Tower yang dikutip analis Bank of America Justin Post, jumlah pengguna aktif harian ChatGPT dan Gemini sama-sama<\/p>\n","protected":false},"author":38,"featured_media":26997,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[80,39],"tags":[68,74,173,276,28,52,29],"class_list":["post-26994","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-ai","tag-berita","tag-google","tag-meta","tag-saham-amerika","tag-saham-as","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Pengguna harian Gemini naik 321% dan ChatGPT capai 664 juta. Meta Muse nyaris 2 juta pengguna dan puncaki App Store. 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