Original Reddit post

The most interesting AI revenue signal in September wasn’t just ChatGPT holding #1. It was how AI features were packaged—Grok’s new model limited to higher paid tiers, Meta One bundling higher Meta AI/Business Agent quotas, and Google Photos tying Gemini/AI wardrobe features to Pro/Ultra. Top 30 AI signals

  • ChatGPT remained the global revenue champion with $417.3M in September, still growing MoM, with its top position hard to challenge.
  • The AI category continued to show revenue resilience: besides ChatGPT’s continued revenue expansion, Claude’s revenue dipped slightly but its rank moved up a little.
  • xAI’s Grok took #25, and the revenue ceiling for AI apps continues to rise. Grok
  • Grok: $29.2M two-platform revenue in September, nearly 18% MoM growth.
  • US contributed the most at 41%, followed by Japan 6% and Germany 4%.
  • On Sep 19, Grok Imagine and voice features were updated: Imagine opened text-in-image editing and precise editing, and paid tiers support keyframes mid-video.
  • On Sep 21, Grok 4.7 launched. The new model is only available to higher paid tiers—free and $10 Lite users would need to upgrade to at least $30/month SuperGrok, directly pulling revenue. Facebook
  • Facebook: $28.4M two-platform revenue in September, >185% MoM growth; US contributed the most at 32%.
  • Meta officially launched the new Meta One subscription service globally on Sep 15.
  • Meta One bundles verification and business benefits with higher Meta AI/Business Agent quotas into a unified subscription plan, with tiers from $14.99/month up to $499/month.
  • The higher-tier plans pulled up average contribution per paying user. Google Photos
  • Google Photos: $19.3M two-platform revenue in September, >528% MoM growth; US contributed the most at 28%, followed by Japan 8% and Brazil 6%.
  • Of five September updates, only two were money-related:
  • Gemini Spark connected to the photo library: with one sentence, users can have AI pick photos, brighten, batch-crop and share. Available from Sep 5, only for US Pro/Ultra subscribers.
  • Wardrobe (AI digital wardrobe): scans outfits in your photos from the last four years, automatically builds a digital wardrobe, and supports virtual try-on. Expanded in the US from Sep 7; opened on both platforms to the US, India and Brazil on Sep 24; requires Pro or Ultra subscription. AI apps outside the Top 30 with high September growth
  • Goodnotes, an AI note-taking and document management app: $13.3M two-platform revenue, nearly 69% MoM growth; US 14%, Japan and Germany 7%.
  • Tipsy Chat, an AI role-playing app: $8M, about 55% MoM growth; US 35%, Germany 13%, Italy 6%.
  • Plaud, an AI recording tool: $6M, >22% MoM growth; US 18%, Japan 13%, Brazil 8%.
  • Suno, an AI music creation app: $5M, nearly 27% MoM growth; China 48%, US 13%.
  • Chai, an entertainment-oriented AI character social app: $4.9M, about 63% MoM growth; US 28%, China 25%.
  • Quizlet, an AI flashcard learning tool: $4.5M, >41% MoM growth; US 50%. submitted by /u/Excellent_Chance9457

Originally posted by u/Excellent_Chance9457 on r/ArtificialInteligence