Claude's October web traffic grew 23.78%, outpacing ChatGPT and Gemini
A morning brief shows Claude's site growing faster than its bigger rivals, while Doubao Work opens to outside models and Tencent denies a layoff rumor.
The short version
- Similarweb: Claude's site visits rose 23.78% in October; ChatGPT rose 2.15%; Gemini fell 0.15%.
- Claude reached 25th among global websites, a record for the site, per the brief.
- Doubao Work added Kimi K3.1 Pro, GLM 5.3 and DeepSeek V4.1 Flash, with quota multipliers shown per model.
- Sources close to Tencent say the '50% layoff' rumor is false; management described an 'army and navy' split.
- Nvidia: Jensen Huang stepped down as CEO but still holds about 3.61% of shares, per Reuters.
Why it matters
The Claude figure shows which AI assistant is gaining attention, but it measures growth, not size. The Doubao change shows workplace AI tools moving toward letting you pick a model per task, with cost visible up front. Both are things you can check against your own habits.
Claude grows fastest, but stays smaller
As iFanr reported in its morning brief, Claude's website traffic rose 23.78% in October compared with September. Similarweb, a firm that tracks web traffic, put ChatGPT's growth for the same period at 2.15%. Gemini slipped by 0.15%.
The brief also says Claude's site hit a record of roughly 12.53 亿 visits in the month (亿 means hundred million). That moved it up to 25th place among the world's most visited websites. Similarweb's count covers desktop and mobile web visits worldwide.
Look closely at what the number means. It is a growth rate, not total traffic. According to the same data, ChatGPT and Gemini still draw more visits than Claude, so this is a smaller service speeding up, not a changing of the guard.
It also counts only web visits. People who use apps, or who reach these assistants through other products, do not show up in a website tally. Treat it as one signal of attention rather than a verdict on which assistant is best.
Doubao Work lets you choose the model
Doubao Work, a workplace AI product, announced on Nov. 12 that it now connects to several third-party models. The new additions include Kimi K3.1 Pro, GLM 5.3 and DeepSeek V4.1 Flash. The platform had already opened third-party models to business customers, so this widens the choice for individual users.
The most practical detail is the model picker. Each model is labeled with a quota multiplier, which shows how fast it uses up your allowance. You can switch between Doubao's own models and outside ones in the same screen and compare the relative cost of the same task.
Some models, including Doubao 2.1 Lite and DeepSeek V4.1 Flash, currently have temporarily lower multipliers. Doubao also plans quota discounts at set times on workdays and holidays for models in its promotions. New users who log in on the desktop version can claim a 30-day subscription for free.
The idea is simple: a cheaper model for routine work, a stronger one for hard problems. Before relying on it, though, ask where your data goes when the tool calls a model built by another company. The brief does not cover that.
Tencent denies the layoff rumor
Jiemian News reported on Nov. 12 that people close to Tencent say a rumor of a 50% layoff is untrue. The denial comes from unnamed sources, so it is not proof, but it comes with a specific explanation of how the rumor may have started.
On an internal livestream for the company's 28th anniversary, management spoke about speeding up its reorganization around AI. It used an 'army and navy' comparison. About half of staff would keep running the existing core business and make it more efficient, while the other half would explore new businesses built around AI from the start.
The sources think outsiders may have misread that half-and-half split as a cut. Management also reportedly wants front-line staff to propose new business ideas and wants to flatten layers of middle management so teams can respond faster.
So the story is a reshuffle of where people work, not a headcount cut, at least by this account.
The Nvidia item and the WeChat test
The brief's headline notes that Jensen Huang remains Nvidia's largest individual shareholder. The context is bigger than the headline suggests. Nvidia announced that Huang resigned as president, CEO and director, effective immediately, ending a leadership run that began when he helped found the company in 1993.
Chief financial officer Colette Kress is interim CEO, and longtime director Harvey Jones becomes the first chair of the board. Per Reuters, Huang still holds about 3.61% of the shares, making him the fourth-largest shareholder overall and the largest individual one. Nvidia says its operations, customer commitments and product plans will continue as planned.
The brief also covers WeChat's 'Look' feature, which is testing an entry point for short dramas. Citing the outlet Science and Technology Innovation Board Daily, it says users can find dramas they recently watched. The test is small in scale, and the sources say it aims to help users find content and give creators more exposure.
What to watch
- Whether Claude's growth continues in November's Similarweb data, or October turns out to be a one-month jump.
- Whether Doubao Work explains how user data is handled when it calls third-party models.
- Whether Tencent says more about how it will split staff between core business and AI work.
Try it
If you use more than one AI assistant, note which ones you actually open each week. Then compare that against the headline traffic numbers to see how much they tell you about your own use.
Sources and links
- ReportingiFanr: the article we sourced
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Listen to the daily showsFirst reported by iFanr · Read the original. Written by the SI Agent News Desk from the reporting above.Written with AI from the source above. Every number is checked against the source. Spot a mistake? Corrections.
