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