Anthropic's Claude Gains Traction Among Paid Consumers

Anthropic's AI model Claude is gaining popularity among paying consumers, challenging the dominance of ChatGPT. According to Indagari's analysis of credit card transactions, Claude's consumer base has grown by 75% since January 2026. This growth is partly due to Anthropic's refusal to allow its models for mass surveillance, which boosted consumer interest. Despite ChatGPT's continued lead, Claude's rising consumer interest and revenue indicate a shifting market dynamic. As Anthropic and OpenAI near potential public listings, Claude's growth could significantly impact their market strategies.