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Claude’s consumer growth surge continues after Pentagon deal debacle

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Claude’s daily active users are on the rise on mobile devices, as are its new app installs, following the company’s fallout with the Pentagon. After Anthropic CEO Dario Amodei refused to allow the government to use its AI systems for mass surveillance of Americans or to power fully autonomous weapons, the AI model provider behind Claude was marked as a supply-chain risk.

However, Anthropic’s stance led many consumers to favor the model, data suggests.

App intelligence provider Appfigures reports that the U.S. downloads of Claude’s mobile app continue to surpass those of ChatGPT. The most recent figures from March 2 show Claude with 149,000 daily downloads, compared with 124,000 for ChatGPT, the company’s estimates indicate.

Image Credits:Appfigures

While download figures offer a window into how many new users are installing the app for the first time, active users offer insight into how many people are actually using it.

On that front, another market intelligence provider, Similarweb, found that Claude’s app on iOS and Android devices saw 11.3 million daily active users on March 2, up 183% from the start of the year when usage was around 4 million, and up from 5 million daily active users at the beginning of February.

Claude’s growth put it ahead of other AI apps by daily active users, like Perplexity and Microsoft Copilot, but not other top rivals like ChatGPT. This is partially due to the fact that Claude’s jump in usage began later in the month, timed around the news of Anthropic’s tense negotiations with the Pentagon. If these trends continue throughout March, it could rank higher.

Image Credits:Similarweb

Of course, ChatGPT still dominates the market by a significant factor, as its daily active users on March 2 were 250.5 million across iOS and Android.

Similarweb also reports that Claude’s web traffic has been growing.

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