Image AI models now drive app growth, beating chatbot upgrades

The first StrictlyVC of 2026 hits SF on April 30. Tickets are going fast. Register now. Buy one Disrupt pass, and get the second at 50% off. Ends May 8. Register now. TechCrunch Desktop Logo TechCrunch Mobile Logo LatestStartupsVentureAppleSecurityAIApps EventsPodcastsNewsletters SearchSubmit Site Search Toggle Mega Menu Toggle Topics Latest Image AI models now drive app growth, beating chatbot upgrades Sarah Perez 12:12 PM PDT · May 4, 2026 Image model releases are driving growth for AI mobile apps, generating 6.5 times 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 four times over that period, the data showed. 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 4.5 times 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.) Still, the report cautioned, additional downloads don’t always translate into increased mobile revenue. Techcrunch event Meet your next investor or portfolio startup at Disrupt Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $410. Meet your next investor or portfolio startup at Disrupt Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $410. San Francisco, CA | October 13-15, 2026 REGISTER NOW 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. 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. Sarah Perez Consumer News Editor May 27 Athens, Greece StrictlyVC Athens is up next. Hear unfiltered insights straight from Europe’s tech leaders and connect with the people shaping what’s ahead. Lock in your spot before it’s gone. 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