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
Anthropic 的 Claude 正在赢得付费用户，挑战 ChatGPT 的市场主导地位
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. 信用卡交易分析公司 Indagari 的趋势数据显示，为 AI 付费的消费者正越来越多地选择 Anthropic 的 Claude。这表明，该 AI 实验室拥有的客户群体比人们普遍认为的“仅限于使用 Claude Code 的企业和初创公司开发者”这一细分市场要更广泛、更健康。
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. Indagari 分析了来自约 2800 万美国消费者的数十亿笔匿名信用卡交易。因此，虽然这些数据无法提供 Anthropic 营收或总客户数的绝对数值，但其样本量足以识别趋势。就 Anthropic 而言，这一趋势正处于上升通道。
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 gains continued even after the company saw a growth spike from consumers in March, when it refused to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons. 我们分析的数据涵盖了 2025 年至 2026 年 5 月 10 日期间的每周交易，包括订阅和 API 代币等项目的支付。数据显示，Claude 的付费消费者和收入逐月增长，目前该细分市场较 2026 年 1 月增长了约 75%。值得注意的是，即便在 3 月份公司因拒绝让特朗普政府将其模型用于对美国民众进行大规模监控和自主武器开发而引发消费者增长激增后，这种增长势头依然持续。
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. 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. Claude 在消费者中日益普及的另一个指标来自在线教育平台 DataCamp。该平台拥有约 2000 万用户，旨在向消费者和企业员工教授 AI 技能。DataCamp 向 TechCrunch 表示，自今年年初以来，其平台上的消费者对 Claude 的兴趣呈爆炸式增长。“Claude”目前是该网站搜索量最高的词汇，甚至超过了“AI”。
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. 该公司表示，虽然 ChatGPT 课程在进行企业培训的公司中仍然更受欢迎，但在自主学习的消费者中，对 Claude 课程的需求是 ChatGPT 的三倍。仅在过去 30 天内，对 Claude 课程的需求就增长了 18 倍。
Still, while Claude’s growth is impressive, ChatGPT is still far and away the most popular AI with consumers, in every way. For instance, recent data from market intelligence firm Sensor Tower shows Claude growing well this year across all platforms, but still a long way behind ChatGPT. 尽管如此，Claude 的增长令人印象深刻，但 ChatGPT 在各方面仍然是消费者中最受欢迎的 AI。例如，市场情报公司 Sensor Tower 的最新数据显示，Claude 今年在所有平台上的表现都很不错，但与 ChatGPT 相比仍有很大差距。
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. Indagari 的数据表明，虽然 ChatGPT 近期的增长较为温和（很大程度上是因为其覆盖范围已经非常巨大），但它仍然拥有更多的付费用户。
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. 然而，毫无疑问，Claude 今年在从消费者处获得的收入以及大众认知度和兴趣方面，已经开始缩小与 ChatGPT 的差距。
As both OpenAI and Anthropic stand on the threshold of becoming public companies, we’re eager for a peek at the legs supporting their businesses. 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 banned Anthropic from allowing its most powerful, 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. So far, though, every glimpse at data we can find shows Anthropic continuing to grow both its consumer and business/enterprise users. Anthropic declined to comment. 随着 OpenAI 和 Anthropic 都站在成为上市公司的门槛上，我们渴望一窥支撑其业务的基石。目前尚不清楚 Anthropic 与美国政府的最新博弈将对其业务产生何种影响。本月早些时候，政府禁止 Anthropic 向非美国人提供其最强大的网络安全模型 Mythos 5 和 Fable 5，导致该实验室目前已将这些模型从市场上撤下。不过到目前为止，我们所能看到的每一项数据都显示，Anthropic 的消费者和企业用户仍在持续增长。Anthropic 对此拒绝置评。