|
The Key Anthropic Numbers You Need To Know Ahead Of Its IPO
We now know the size of Anthropic’s business. But how about the trajectory of its products? We dig in.
|
| |||||||||||||||
Anthropic’s revenue and (sizable) losses leaked last week ahead of the company’s much anticipated IPO. But there’s much more data that shows how the company is faring vs. the competition.
This week, let’s look at how Anthropic’s Claude is growing and how it compares to rivals like ChatGPT, Gemini, Copilot, Grok, and Muse.
Below are some signals based on a range of data provided to Big Technology by the analytics firms Similarweb and Apptopia:
Claude is winning time away from ChatGPT
 |
ChatGPT users that downloaded Claude spent more time on average on Claude, with ChatGPT users spending 13.5% less time in ChatGPT in the month after downloading Claude, Apptopia data shows
Claude downloads are healthy but slowing
Claude’s monthly US downloads went from nearly 670K in January to a peak of 7.42 million in March, Apptopia also noted downloads dropped to 3.26 million in September.
Claude’s March surge outgrew the entire market.
Claude’s download gain from January to March (+6.75M) was bigger than the entire gain across all apps (+6.46M), per Apptopia.
Claude isn’t tiny anymore
After starting the year with just 1.4% of daily active user market share across AI apps, Claude rose to 14.9% in September, according to Apptopia. Meanwhile, ChatGPT’s DAU market share fell from 41.8% in January to 30.7% in September.
Claude’s website is also skyrocketing
In August, Claude’s website hit 950 million visits with 111 million unique visitors, according to Similarweb, marking year-over-year growth of 540% and 562% for both metrics. Claude’s share of website traffic versus other top AI assistants rose from 2% to 9.6% as ChatGPT’s share fell from 79% to 57%.
Claude users stay longest
In September, Claude had the highest average minutes per DAU (27), ahead of Grok (23.4) and ChatGPT (23.1), Apptopia said.
Enterprises are using Claude much more
Claude’s SSO login traffic (Similarweb’s proxy for enterprise usage) has roughly jumped 4x since March.
How Top Startups Build With AI (sponsored)
 |
AI is rewriting the startup playbook. What used to take years to create can now be shipped within weeks. If a small team can build anything, the real question is: what’s worth building?
I’m incredibly excited to sit down with Vanta’s SVP of Engineering, Iccha Sethi, to share what the top startups are doing before it becomes conventional wisdom.
You’ll learn:
How engineering teams turn AI demos into production-grade tools
Why small teams have more leverage than ever, and where to put it to work
Which fundamentals still matter when everything else is changing
Register to save your spot. Can’t make the time? Register anyway, and you’ll get the recording.