Paying users are flocking to Claude faster than expected. Insider transaction data suggests millions of new subscribers amid DoD friction.
Regardless of how the conflict between Anthropic and the U.S. Department of Defense ends, attention to the company is rising significantly: witty Super Bowl ads that mock OpenAI, together with the rising popularity of Claude Code, are making Anthropic more visible to consumers than ever before.
According to an analysis of billions of anonymized credit-card transactions, Claude is attracting paying subscribers at rates not seen before among American consumers. The data do not cover the corporate sector or free users. Estimates of Claude’s total consumer user base range from 18 to 30 million, but Anthropic does not disclose these figures….
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