ChatGPT's website traffic has been declining for three consecutive months, and AI is in urgent need of a new strategy!

When people lose interest in ChatGPT, what does AI have left?

Wall Street News previously reported that ChatGPT's website traffic has been declining for three consecutive months - a 3.2% decrease in August for both PC and mobile, and a 10% decrease in the previous two months.

In the United States, ChatGPT's traffic has been continuously declining since May, gradually stabilizing in August.

The global trend of declining traffic data is even more apparent.

Analysis suggests that approximately one-fourth of ChatGPT users worldwide are between the ages of 18 and 24, so when schools are on summer break, website traffic decreases accordingly.

David F. Carr, Senior Insights Manager at Similarweb, wrote in his August report:

One theory for the decline in ChatGPT's web traffic during the summer is that schools are on break, which helps explain why the traffic trend stabilizes in August, as more students return to school at the end of the month.

As students return to school, user numbers may partially recover in September.

There are also opinions that the decline of ChatGPT is related to its diminishing capabilities.

A research paper published by Stanford University and the University of California, Berkeley found that the latest ChatGPT model has shown significant declines in several areas, especially in math-related questions.

Researchers tested ChatGPT in March and June, and in one example, its accuracy in identifying prime numbers dropped to only 2.4% in June, compared to 97.6% in March.

On one hand, there is a decline in capabilities, and on the other hand, ChatGPT faces intensifying competition.

Similarweb stated in the report that when ChatGPT was released, it almost had a monopoly in the field, but now there are nine chatbot applications of comparable scale to ChatGPT.

What's next for AI?

Chatbots are just the beginning for AI, and what comes next is a question that both OpenAI and the capital market want to figure out. According to Wall Street News, the momentum of the AI sector's further upward movement has weakened.

Due to limited revenue growth driven by AI, Microsoft, the main supporter of OpenAI, has seen its stock price fall by 7.4% since mid-July, while social media platform Snapchat has suffered from profit squeeze due to AI investments and has been sold off. Bank of America Merrill Lynch cited EPFR data indicating that in the week ending September 6, technology stocks saw a net outflow of $1.7 billion, facing the first sell-off in 11 weeks, which may indicate that the AI hype is receding.

Mark Goldberg, a partner at Index Ventures, said that the emergence of commercial AI applications had once been expected to achieve "instant success," but now there is a "shallow sense of disillusionment":

The initial surge in users of ChatGPT has led to investors overestimating the speed at which consumers will use tools driven by generative AI.

Investors have been eager to support startups building these products before they have customers or revenue, which has raised concerns about the market possibly overheating.

As the industry trends become increasingly clear, investors are becoming less patient. Citigroup analyst Scott Chronert told the media that the AI hype has now entered the "show me results" stage.

OpenAI's current solution is ToB commercialization.

According to the minutes of a closed-door meeting leaked by OpenAI in early June, CEO Sam Altman mentioned that the mission of ChatGPT is to attract more businesses to access its API.

AI startups have unanimously shifted their focus to providing technical services for B2B customers, and they need to attract new customers to keep up with the still "inflating" valuations, while tech giants like Salesforce, which have deep-rooted enterprise software for many years, have a large customer base.

In a previous blog post, OpenAI stated that ChatGPT Enterprise will provide enterprise customers with an advanced version of the robot, with "enterprise-level" security and privacy enhancements like previous versions.

ChatGPT Enterprise will be supported by OpenAI's highest-performing model, GPT-4, just like the company's personal subscription version, ChatGPT Plus, but enterprise customers will receive special benefits, including faster speed.