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

Anthropic’s Claude is winning over paid consumers, a market owned by ChatGPT
Despite ChatGPT's commanding market lead, consumers who pay for AI have been increasingly choosing Anthropic's Claude, data shows.

<p id="speakable-summary" class="wp-block-paragraph">Consumers who pay for AI have been increasingly choosing Anthropic’s Claude, trend data from credit card transaction analysis company <a href="https://www.indagari.com/" target="_blank" rel="noreferrer noopener nofollow">Indagari</a> shows.</p>
<p class="wp-block-paragraph">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.</p>
<p class="wp-block-paragraph">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.</p>
<p class="wp-block-paragraph">And the trend, in Anthropic’s case, is up and to the right.</p>
<img loading="lazy" decoding="async" height="434" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?w=680" alt="" class="wp-image-3135906" srcset="https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png 1988w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=150,96 150w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=300,192 300w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=768,491 768w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=680,434 680w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=1200,767 1200w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=1280,818 1280w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=430,275 430w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=720,460 720w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=900,575 900w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=800,511 800w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=1536,981 1536w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=668,427 668w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=587,375 587w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=966,617 966w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=708,452 708w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-sales-2026.png?resize=50,32 50w" sizes="auto, (max-width: 680px) 100vw, 680px"><strong>Image Credits:</strong>TechCrunch/Indagari <p class="wp-block-paragraph">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.</p>
<p class="wp-block-paragraph">Notably, the gains continued even <a href="https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/" target="_blank" rel="noreferrer noopener">after the company saw a growth spike from consumers in March</a>, when it refused to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons.</p>
<img loading="lazy" decoding="async" height="428" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?w=680" alt="" class="wp-image-3135907" srcset="https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png 1960w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=150,94 150w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=300,189 300w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=768,484 768w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=680,428 680w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=1200,756 1200w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=1280,806 1280w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=430,271 430w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=720,453 720w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=900,567 900w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=800,504 800w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=1536,967 1536w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=668,421 668w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=596,375 596w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=980,617 980w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=708,446 708w, https://techcrunch.com/wp-content/uploads/2026/06/Claude-consumer-customers-2026.png?resize=50,31 50w" sizes="auto, (max-width: 680px) 100vw, 680px"><strong>Image Credits:</strong>TechCrunch/Indagari <p class="wp-block-paragraph">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.</p>
<p class="wp-block-paragraph">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.</p>
<p class="wp-block-paragraph">While ChatGPT courses are still far more popular with businesses doing corporate training, among self-directed consumers, demand for Claude courses is outpacing ChatGPT by three to one, the company says. Demand for courses on Claude has increased 18x in the last 30 days alone, it says.</p>
<img loading="lazy" decoding="async" height="494" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?w=680" alt="Datacamp Claude course demand" class="wp-image-3135953" srcset="https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png 2066w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=150,109 150w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=300,218 300w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=768,558 768w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=680,494 680w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=1200,872 1200w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=1280,931 1280w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=430,313 430w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=720,523 720w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=900,654 900w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=800,582 800w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=1536,1117 1536w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=2048,1489 2048w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=668,486 668w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=516,375 516w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=849,617 849w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=708,515 708w, https://techcrunch.com/wp-content/uploads/2026/06/Datacamp-Claude.png?resize=50,36 50w" sizes="auto, (max-width: 680px) 100vw, 680px">Datacamp Claude course demand.<strong>Image Credits:</strong>Datacamp <p class="wp-block-paragraph">Still, while Claude’s growth is impressive, ChatGPT is still far and away the most popular AI with consumers, in every way.</p>
<p class="wp-block-paragraph">For instance, recent data from market intelligence firm <a href="https://sensortower.com/report/state-of-ai-2026" target="_blank" rel="noreferrer noopener nofollow">Sensor Tower</a> shows Claude growing well this year across all platforms, but still a long way behind ChatGPT.</p>
<img loading="lazy" decoding="async" height="523" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?w=680" alt="" class="wp-image-3135945" srcset="https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png 2030w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=150,115 150w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=300,231 300w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=768,591 768w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=680,523 680w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=1200,923 1200w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=1280,985 1280w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=430,331 430w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=720,554 720w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=900,693 900w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=800,616 800w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=1536,1182 1536w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=668,514 668w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=487,375 487w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=802,617 802w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=690,531 690w, https://techcrunch.com/wp-content/uploads/2026/06/SensorTower-ChatGPT-vs-Claude-.png?resize=50,38 50w" sizes="auto, (max-width: 680px) 100vw, 680px"><strong>Image Credits:</strong>Sensor Tower <p class="wp-block-paragraph">While ChatGPT’s growth has, the data implies, been more modest of late (largely due to its already enormous reach), it still has many more paying users, the Indagari data indicates.</p>
<img loading="lazy" decoding="async" height="457" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?w=680" alt="" class="wp-image-3135908" srcset="https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png 2046w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=150,101 150w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=300,202 300w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=768,517 768w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=680,457 680w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=1200,807 1200w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=1280,861 1280w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=430,289 430w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=720,484 720w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=900,605 900w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=800,538 800w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=1536,1033 1536w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=668,449 668w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=558,375 558w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=917,617 917w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=708,476 708w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs.-Claude-customers-through-mid-May.png?resize=50,34 50w" sizes="auto, (max-width: 680px) 100vw, 680px"><strong>Image Credits:</strong>TechCrunch/Indagari <p class="wp-block-paragraph">Yet, there’s no question that Claude has started to gain on ChatGPT this year in terms of dollars collected from consumers, as well as general consumer awareness and interest.</p>
<img loading="lazy" decoding="async" height="505" width="680" src="https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?w=680" alt="" class="wp-image-3135909" srcset="https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png 2218w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=150,111 150w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=300,223 300w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=768,571 768w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=680,505 680w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=1200,892 1200w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=1280,951 1280w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=430,319 430w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=720,535 720w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=900,669 900w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=800,594 800w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=1536,1141 1536w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=2048,1522 2048w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=668,496 668w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=505,375 505w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=830,617 830w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=708,526 708w, https://techcrunch.com/wp-content/uploads/2026/06/ChatGPT-vs-Claude-sales-through-mid-May.png?resize=50,37 50w" sizes="auto, (max-width: 680px) 100vw, 680px"><strong>Image Credits:</strong>TechCrunch/Indagari <p class="wp-block-paragraph">As both OpenAI and Anthropic stand on the threshold of <a href="https://techcrunch.com/2026/06/01/anthropic-files-to-go-public/" target="_blank" rel="noreferrer noopener">becoming public companies</a>, we’re eager for a peek at the legs supporting their businesses.</p>
<p class="wp-block-paragraph">It’s especially unclear what impact Anthropic’s latest battle with the U.S. government will have on its business. Earlier this month, the government <a href="https://techcrunch.com/2026/06/15/the-us-governments-anthropic-models-ban-was-never-about-an-ai-jailbreak/" target="_blank" rel="noreferrer noopener">banned Anthropic from allowing its most powerful</a>, cybersecurity-focused models, Mythos 5 and Fable 5, from being used by non-Americans, causing the AI lab to pull them from the market altogether for now.</p>
<p class="wp-block-paragraph">So far, though, every glimpse at data we can find shows Anthropic continuing to grow both its consumer and <a href="https://techcrunch.com/2026/06/16/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data-suggests/" target="_blank" rel="noreferrer noopener">business/enterprise users</a>.</p>
<p class="wp-block-paragraph">Anthropic declined to comment.</p>