Four partners at Silicon Valley venture capital firm Andreessen Horowitz recently looked ahead to the 2026 AI market in a podcast, analysing competition among LLMs including ChatGPT, Gemini, Claude, Cursor, Perplexity and Grok.

Business Insider reported on Thursday that Justin Moore said Gemini 3’s video and image models could gain a significant edge over ChatGPT. He said demand for those functions is enormous among both experts and general users. Moore forecast that if Gemini maintains its current growth pace, it could overcome the barrier of ChatGPT’s brand awareness.

He also said multimodal technology will be a key factor in differentiating AI and that it will have a big impact on the design field.

Partner Olivia Moore said ChatGPT’s app store strategy next year will be a key factor determining success or failure. Companies such as Spotify and Zillow have already joined the app store, and an SDK, or software development kit, that lets developers build apps directly has also been released. That could be an important turning point in expanding ChatGPT from a simple LLM into an app platform.

The podcast also raised the possibility that the LLM market could move toward a winner-takes-all structure. ChatGPT holds an advantage with 800 million to 900 million weekly active users. Gemini, by contrast, stands at just 35 percent on the web and 40 percent on mobile, while other models are limited to 8 to 10 percent. Against that backdrop, Moore added that ChatGPT’s enterprise version is growing rapidly and that expansion in the corporate market is likely to lead to higher consumer usage rates.