Anthropic’s AI assistant Claude has experienced a sharp rise in paid consumer subscriptions in early 2024, according to data analyzed by Indagari for TechCrunch. The analysis, based on billions of anonymized U.S. credit card transactions, shows record growth in paid sign-ups between January and February, with continued momentum through early March. Most new subscribers joined at the $20-per-month Pro tier. Anthropic confirmed that paid subscriptions have more than doubled this year, though it has not disclosed total user figures.
The surge coincided with heightened public attention from Anthropic’s humorous Super Bowl commercials mocking ChatGPT’s ad model and the company’s public dispute with the U.S. Department of Defense. The feud centered on Anthropic’s refusal to let its AI be used for lethal autonomous operations or mass surveillance, leading to a temporary federal court block on the DOD’s attempt to label the company a supply risk.
New features such as Claude Code, Claude Cowork, and the Computer Use tool have also driven subscriptions. Despite the growth, Indagari’s data indicates that OpenAI’s ChatGPT remains the largest consumer AI platform.
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 Anthropi
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