According to @LexSokolin, Similarweb’s 2026 Global AI Tracker shows Gemini’s worldwide Gen AI website traffic share has risen to 21.5% while ChatGPT has fallen to 64.5% as of January 2, with DeepSeek at 3.7% and Grok at 3.4% (Source: Similarweb — https://x.com/Similarweb/status/2008805674893939041). Over 12 months, ChatGPT dropped from 86.7% and Gemini climbed from 5.7%, indicating a significant redistribution of user traffic among leading AI platforms (Source: Similarweb — https://x.com/Similarweb/status/2008805674893939041). @LexSokolin adds that private market AI valuations are likely to be pressured as IPOs arrive and advises traders to handle secondaries cautiously (Source: Lex Sokolin on X — https://twitter.com/LexSokolin/status/2008998306672988213). For trading, the traffic-share momentum offers a concrete adoption signal to map relative strength across AI platforms when sizing exposure in public names and pricing private secondaries, anchored on Similarweb’s data and Sokolin’s guidance (Source: Similarweb — https://x.com/Similarweb/status/2008805674893939041; Lex Sokolin — https://twitter.com/LexSokolin/status/2008998306672988213).