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

TechCrunch AI · Jun 25, 2026, 5:38 PM

Key takeaways

  • 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.

Why this matters: a development in AI with implications for how people work, create, and decide.

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.

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