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Why are Elon Musk and Donald Trump fighting?

Why are Elon Musk and Donald Trump fighting?

President Donald Trump and his biggest political supporter Elon Musk are breaking up in the most public and 21st century way — via their own social networks. And while many predicted the Trump-Musk pair up would eventually sour, it’s still worth asking and trying to answer, “How did we get here?”

Until recently, Musk has been a key figure in Trump’s inner circle. The connection has affected broad swaths of the government, notably through the “Department of Government Efficiency,” an organization created by an executive order and advised by Musk.

Musk, once a fixture at Trump’s Mar-a-lago Resort in Palm Beach, Florida and the White House, has now turned against the president. The source of his discontent: the One Big Beautiful Bill Act, a 1,038-page piece of legislation that was passed May 22 by the House of Representatives. It now heads to Senate, the next step in the bill’s path toward becoming a law.

Days later, Trump withdrew his nomination of Jared Isaacman , Musk’s pick to head NASA — a move widely viewed as evidence of their faltering relationship. But even through the end of the month, Trump and Musk publicly played nice.

The mood shifted — in a public, scorched earth kind of way — this week.

“I’m sorry, but I just can’t stand it anymore,” Musk wrote on X on Tuesday. “This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination. Shame on those who voted for it: you know you did wrong. You know it.”

The bill is presented as an effort to cut taxes and invest in American businesses. However, the Congressional Budget Office (CBO) estimates that while the bill will cut taxes by $3.7 trillion, it will increase the national debt by $2.4 trillion over 10 years and raise the country’s debt ceiling by $4 trillion. This impact on the country’s existing debt crisis has two Republican Senators, Rand Paul (R-KY) and Ron Johnson (R-WI) breaking from their party’s stance to oppose the bill in its current state.

The bill’s impacts are vast; among numerous other effects, it removes taxes from social security income, tips, and overtime pay. The bill also makes massive cuts to federal healthcare programs like Medicaid and SNAP. The CBO estimates that, by making massive cuts to federal healthcare programs, almost 11 million more people will lack health insurance by 2034.

The bill would also make the effects of Trump’s Tax Cuts and Jobs Act from his first term permanent, though economists have found that these cuts had more benefit for the richest Americans than the poorest. Additional tax cuts in Trump’s new bill are also expected to benefit wealthy families more than those in need.

Musk isn’t wrong when he says some representatives who voted for the bill are already regretting it. Marjorie Taylor Greene (R-GA) admitted that she had not read the thousand-page bill in its entirety and regrets endorsing it because it would prevent individual states regulating AI for the next decade.

The dispute between Trump and Musk escalated further Thursday, when the president was asked about the Tesla and SpaceX leader’s rejection of the bill.

Trump claims that Musk was deeply familiar with his plans for the bill, but recoiled when he learned it would negatively impact his business.

“He only developed a problem when he found out that we’re going to have to cut the EV mandate,” Trump said, referring to policies that incentivize the production and sale of electric vehicles, like the ones Tesla makes. “That’s billions and billions of dollars.”

Musk went on to claim that Trump only won the election because of his help.

“Without me, Trump would have lost the election, Dems would control the House and the Republicans would be 51-49 in the Senate,” Musk said on X.

The two entrepreneurs have continued to make jabs at each other on their respective social media platforms — and it’s escalating.

“Elon was ‘wearing thin,’ I asked him to leave, I took away his EV Mandate that forced everyone to buy Electric Cars that nobody else wanted (that he knew for months I was going to do!), and he just went CRAZY!” Trump wrote on Truth Social.

In another post, Trump added, “The easiest way to save money in our Budget, Billions and Billions of Dollars, is to terminate Elon’s Governmental Subsidies and Contracts. I was always surprised that Biden didn’t do it!”

Musk posted a screenshot of Trump’s post and added that he would decommission SpaceX’s Dragon spacecraft as a result of the president’s statement.

Musk has continued on with a tirade of posts on X against the president who he spent $288 million to help elect. Musk then accused Trump of being part of the Epstein Files, referring to the financier Jeffrey Epstein’s sexual exploitation of children. Trump has not responded to the allegation.

Musk also declared that the Trump tariffs will cause a recession in the latter half of this year, and he posted in agreement with another user’s post saying that Trump should be impeached.

While the public fight has launched frantic levels of posting on X, popcorn emojis, and memes declaring that “the girls are fighting,” the fallout between the world’s richest person and a sitting U.S. president promises to have broader implications for the tech industry.

Following Trump’s lead, other tech billionaires like Meta founder Mark Zuckerberg, Google CEO Sundar Pichai, Amazon founder Jeff Bezos, OpenAI CEO Sam Altman, and Apple CEO Tim Cook donated to Trump’s inauguration fund. Trump’s policies have already had negative repercussions for some of these companies’ businesses through enforcing heavy tariffs on international imports.



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On May 4, 2026, the U.S. Securities and Exchange Commission filed an amended complaint to add the Elon Musk Revocable Trust dated July 22, 2003 (the “Revocable Trust”) as a defendant to this action. The amended complaint alleges that the defendants failed to timely file a beneficial ownership report with the Commission after the Revocable Trust acquired beneficial ownership of more than five percent of the outstanding shares of Twitter, Inc. common stock, in violation of the beneficial ownership reporting requirements under the Securities Exchange Act of 1934 (“Exchange Act”).

The SEC simultaneously moved for entry of a consent final judgment as to the Revocable Trust. Without admitting or denying the allegations of the complaint as to the Revocable Trust, the Revocable Trust consented to entry of a final judgment, subject to court approval, that would permanently enjoin it from violating Section 13(d) of the Exchange Act and Rule 13d-1 thereunder and order it to pay a civil penalty of $1.5 million.

As explained in the consent motion, if the court enters the proposed final judgment as to the Revocable Trust as proposed by the Revocable Trust and the SEC, the SEC will file a stipulated dismissal of Elon Musk in his personal capacity, which will resolve this case in its entirety.

#Elon #Musk #settle #feds #Twitter #lawsuit #pocket #changeElon Musk,Law,News,Policy,Tech,Twitter – X">Elon Musk will settle the feds’ Twitter lawsuit with pocket changeOn May 4, 2026, the U.S. Securities and Exchange Commission filed an amended complaint to add the Elon Musk Revocable Trust dated July 22, 2003 (the “Revocable Trust”) as a defendant to this action. The amended complaint alleges that the defendants failed to timely file a beneficial ownership report with the Commission after the Revocable Trust acquired beneficial ownership of more than five percent of the outstanding shares of Twitter, Inc. common stock, in violation of the beneficial ownership reporting requirements under the Securities Exchange Act of 1934 (“Exchange Act”).The SEC simultaneously moved for entry of a consent final judgment as to the Revocable Trust. Without admitting or denying the allegations of the complaint as to the Revocable Trust, the Revocable Trust consented to entry of a final judgment, subject to court approval, that would permanently enjoin it from violating Section 13(d) of the Exchange Act and Rule 13d-1 thereunder and order it to pay a civil penalty of .5 million.As explained in the consent motion, if the court enters the proposed final judgment as to the Revocable Trust as proposed by the Revocable Trust and the SEC, the SEC will file a stipulated dismissal of Elon Musk in his personal capacity, which will resolve this case in its entirety.#Elon #Musk #settle #feds #Twitter #lawsuit #pocket #changeElon Musk,Law,News,Policy,Tech,Twitter – X


Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.

For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image AI models now drive app growth, beating chatbot upgrades | TechCrunch
Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.







For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

	
		
		Techcrunch event
		
			
			
									San Francisco, CA
													|
													October 13-15, 2026
							
			
		
	


Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only 1,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars. 







OpenAI’s 4o image-generation model led to an estimated  million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern. 

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai
Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only $181,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars.

OpenAI’s 4o image-generation model led to an estimated $70 million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern.

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai">Image AI models now drive app growth, beating chatbot upgrades | TechCrunch
Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.







For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

	
		
		Techcrunch event
		
			
			
									San Francisco, CA
													|
													October 13-15, 2026
							
			
		
	


Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only 1,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars. 







OpenAI’s 4o image-generation model led to an estimated  million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern. 

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai

new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.

For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image AI models now drive app growth, beating chatbot upgrades | TechCrunch
Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.







For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

	
		
		Techcrunch event
		
			
			
									San Francisco, CA
													|
													October 13-15, 2026
							
			
		
	


Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only 1,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars. 







OpenAI’s 4o image-generation model led to an estimated  million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern. 

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai
Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only $181,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars.

OpenAI’s 4o image-generation model led to an estimated $70 million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern.

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai">Image AI models now drive app growth, beating chatbot upgrades | TechCrunch


Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.

For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image AI models now drive app growth, beating chatbot upgrades | TechCrunch
Image model releases are driving growth for AI mobile apps, generating 6.5x more downloads than traditional model updates, according to a new report from app intelligence provider Appfigures.

This marks a shift from earlier days, when the release of new models powering the conversational experiences drove more demand, alongside the new features like a voice chat interface.







For instance, ChatGPT and Gemini each added tens of millions of new downloads after releasing their respective image models, Appfigures found.

For Google’s Gemini, the release of its image model Nano Banana drove an additional 22+ million downloads in the 28 days following the introduction of the Gemini 2.5 Flash image model last August. This launch lifted the app’s downloads by more than 4x over that period, the data showed.

Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

	
		
		Techcrunch event
		
			
			
									San Francisco, CA
													|
													October 13-15, 2026
							
			
		
	


Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only 1,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars. 







OpenAI’s 4o image-generation model led to an estimated  million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern. 

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai
Image Credits:Appfigures

Meanwhile, ChatGPT added more than 12 million incremental installs in the 28 days after the introduction of its GPT-4o image model in March of last year. That’s roughly 4.5x more downloads than it saw for its GPT-4o, GPT-4.5, and GPT-5 model releases, Appfigures pointed out.

Other model releases followed similar trends, though on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads in the 28 days after its September 2025 release. (Yes, technically, this is a video model, but it’s ultimately about visual content, not just text.)

Image Credits:Appfigures

Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Instead, new image model releases give people a reason to install the app and try out its improved image-generation capabilities. That doesn’t mean they’ll necessarily convert to paying subscribers. For example, Appfigures noted that Nano Banana drove only $181,000 in estimated gross consumer spending during the 28-day window following its release, even though it produced a larger spike in downloads than ChatGPT’s 4o image model release.

Meta AI’s launch of Vibes also led to additional downloads, but no meaningful revenue.

Among the three, only ChatGPT turned the increased attention into actual dollars.

OpenAI’s 4o image-generation model led to an estimated $70 million in gross consumer spending over the 28 days after its launch, compared with its prior baseline, Appfigures said.

Image Credits:Appfigures

The company also looked at DeepSeek in its analysis, but it didn’t fit the pattern.

While DeepSeek R1 drove 28 million downloads after its January 2025 release, it wasn’t a typical model comparison event. This was DeepSeek’s breakout moment, when it went from being relatively unknown to an overnight sensation as the tech industry learned about the techniques it used to train its AI models at a fraction of the cost of its competitors. This case highlights how curiosity can drive downloads — though in this instance, the interest wasn’t tied to an image model.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#Image #models #drive #app #growth #beating #chatbot #upgrades #TechCrunchai apps,ChatGPT,gemini,image models,meta ai

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