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Anthropic’s Claude is winning over paid consumers, a market owned by ChatGPT

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Why This Matters

Anthropic’s Claude is gaining significant traction among paid consumers, indicating a broader and more diverse customer base beyond enterprise users. This growth reflects increasing consumer interest in AI tools, challenging the dominance of ChatGPT in the market. The trend highlights the shifting landscape of AI adoption, emphasizing the importance of accessible and user-friendly AI solutions for a wider audience.

Key Takeaways

Consumers who pay for AI have been increasingly choosing Anthropic’s Claude, trend data from credit card transaction analysis company Indagari shows.

This is a sign that the AI lab has a wider and healthier set of customers than the niche it is generally considered to command — enterprise and startup developers using Claude Code.

Indagari analyzes billions of anonymized credit card transactions from about 28 million U.S. consumers. So while that data can’t give us absolute numbers about Anthropic’s revenue or total customers, it is a large enough sampling to spot trends.

And the trend, in Anthropic’s case, is up and to the right.

Image Credits:TechCrunch/Indagari

The data we analyzed covers weekly transactions from 2025 through May 10, 2026, and includes payments for items like subscriptions and API tokens. It shows Claude’s paying consumers and revenue growing, month by month, currently up about 75% since January 2026 among this segment.

Notably, the gains continued even after the company saw a growth spike from consumers in March, when it refused to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons.

Image Credits:TechCrunch/Indagari

Another indicator of Claude’s growing popularity with consumers comes from DataCamp, an online education platform that teaches AI skills to consumers and business employees, with about 20 million users, it says.

Interest in Claude among consumers on DataCamp has exploded since the start of the year. “Claude” is now the most searched term on its site, even more than the term “AI,” DataCamp tells TechCrunch.

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