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Image AI models now drive app growth, beating chatbot upgrades

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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.

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 4.5 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.)

Image Credits:Appfigures

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

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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.

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Planned Amazon data center could become the biggest climate polluter in the U.S.

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As part of a planned data center in Pecos County, Texas, Amazon is investing in an on-site power plant that could become the largest source of climate pollution in the United States, according to The New York Times.

The NYT says the plant would burn natural gas and is permitted to release 33 million tons of carbon dioxide per year — more than any other power plant in the U.S.

In a statement, an Amazon spokesperson confirmed that the data center will “be powered by new on-site generation that won’t raise electricity costs for Texas families.” (Data centers face growing political opposition for a number of reasons, including their effect on electricity costs.)

AI has already had a significant impact on Amazon’s carbon emissions, which it reported were up 16% last year — the wrong direction for a company that pledged to eliminate its carbon emissions by 2040. And that could get worse as Amazon and tech companies back the development of huge natural gas plants to support their power-hungry data centers.

The Amazon spokesperson said, “The world looks different now than when we co-founded the climate pledge,” while also claiming, “Our commitment hasn’t changed.”

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OpenAI acquires presentation startup NextSlide

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NextSlide recently announced that it’s joining OpenAI, with the presentation startup’s team members now working on ChatGPT.

The NextSlide website currently displays a note from founder Ahmed Beshry describing the startup’s product as one “that could turn prompts, notes, documents, or research into a polished, editable presentation.”

The ultimate goal, Beshry said, was “to make visual communication more accessible and help more people express their ideas clearly.” So by joining OpenAI, the team will “continue pursuing that same mission: building AI products that help people create, communicate, and turn their ideas into meaningful work.”

The financial terms of the deal were not disclosed. In a note on LinkedIn, Beshry said the announcement is coming “a few months late,” as the acquisition took place “earlier this year.”

Beshry was previously a co-founder at Caper AI, a smart cart/cashier-less checkout startup acquired by Instacart in 2021.

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X replaces ‘misaligned’ revenue sharing program with Original Content Rewards

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X, the social media platform now owned by Elon Musk’s SpaceX, is shaking up how it pays influencers and creators.

In announcing the change, the company said it will be winding down its existing Revenue Sharing program and replacing it with something called Original Content Rewards. X will stop accepting new Revenue Sharing participants, while existing participants will continue earning money through September 7.

Then, starting on September 8, they’ll be able to apply for the new program. Participants will still need to subscribe to one of X’s Premium tiers, and there will be qualifying thresholds for follower count (500 verified followers) and impressions (500,000 Home Timeline impressions from verified users in 90 days), but it sounds like the big change is the emphasis on originality. 

What counts as original content? X said it can include original reporting and analysis, photos and videos created by the poster, or memes and graphics they’ve designed themselves. Commentary also counts, but “if your content regularly incorporates material created by others, you’ll need to contribute meaningful original value for it to qualify under our original content guidelines.”

The company also included examples of posts that won’t count as original, such as those just copied over from another account, downloaded from one account and re-uploaded to your own, or reposting content “without meaningful transformation.”

This announcement follows repeated attempts by X to reform the Revenue Sharing program, for example reducing payments to aggregators and “clickbait” accounts in April. But these efforts have also prompted complaints from popular accounts profiting from the current system; Musk even reversed some of those changes (giving a creator’s local audience more weight when calculating payouts) after a backlash.

In a post about the new changes, X’s Allegra Jacchia wrote that the existing program “had reached a point where its incentives were misaligned.”

“Creators should be focused on bringing net new content to the platform instead of maximizing payouts,” she said. “We could have kept adding more rules and exceptions, but ultimately the better decision was to start fresh and build a program designed from day one to reward originality.”

Jacchia added that X be “continue refining the program, improving our models, and raising the bar over time.”

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