Claude's consumer growth surge continues after Pentagon deal debacle | TechCrunch

"After Anthropic CEO Dario Amodei refused to allow the government to use its AI systems for mass surveillance of Americans or to power fully autonomous weapons, the AI model provider behind Claude was marked as a supply-chain risk. However, Anthropic's stance led many consumers to favor the model, data shows."

"On that front, another market intelligence provider, Similarweb, found that Claude's app on iOS and Android devices saw 11.3 million daily active users on March 2, up 183% from the start of the year when usage was around 4 million, and up from 5 million daily active users at the beginning of February."

"Claude's growth put it ahead of other AI apps by daily active users, like Perplexity and Microsoft Copilot, but not other top rivals like ChatGPT. This is partially due to the fact that Claude's jump in usage began later in the month, timed around the news of Anthropic's tense negotiations with the Pentagon."

Anthropic's Claude experienced significant growth in mobile app downloads and daily active users after CEO Dario Amodei refused to permit the Pentagon to use Claude for mass surveillance or autonomous weapons systems. This stance, which resulted in Anthropic being marked a supply-chain risk, resonated with consumers. According to Appfigures, Claude's U.S. mobile app downloads reached 149,000 daily on March 2, surpassing ChatGPT's 124,000. Similarweb data shows Claude achieved 11.3 million daily active users on iOS and Android devices, representing 183% growth from the year's start. While Claude ranks behind ChatGPT's 250.5 million daily active users, it surpassed competitors like Perplexity and Microsoft Copilot. Claude's web traffic also grew substantially, increasing 43% month-over-month and 297.7% year-over-year.

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