Anthropic’s Claude popularity with paying consumers is skyrocketing
Whatever the final outcome for Anthropic from its feud with the Department of Defense, the attention it has generated — coupled with the company’s funny Super Bowl ads taking aim at OpenAI and the surging popularity of Claude Code — has made Anthropic more popular with consumers than ever.
An examination of billions of anonymized credit card transactions from about 28 million U.S.
consumers, conducted for TechCrunch by Indagari , a consumer transaction analysis company, shows Claude gaining paid subscribers in record numbers.
Now, as with all big-data analysis, caveats exist.
While this data is substantive, it doesn’t include every consumer.
That means that Indagari can’t calculate Anthropic’s total current or new user numbers.
It also doesn’t include Claude’s enterprise business (which is its bread and butter) or its free-tier users (those not paying Anthropic at all).
Estimates for total Claude consumer users are all over the map (we’ve seen figures ranging from 18 million to 30 million) but Anthropic has not disclosed this data.
A spokesperson did tell TechCrunch, however, that Claude paid subscriptions have more than doubled this year.
What’s notable is that consumers pulled out their wallets in record numbers for Claude between January and February.
Also interesting, previous users returned to Claude in record numbers in February as well, Indagari told TechCrunch.
Indagari tells us that the majority of new subscribers are at its lowest tier, “Pro” users ($20 per month, compared with $100 or $200 per month).
Data through early March confirm that subscriber growth is continuing.
(Data is available with a two-week delay.) To recap why consumers may have become so much more aware of Claude since January: Anthropic released several Super Bowl commercials that mocked ChatGPT’s decision to show ads to its users — and promised Claude would never do the same.
The spots were funny and effective (and also got under the skin of OpenAI CEO Sam Altman ).
