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Anthropic’s Claude Continues To Grow Its Paying Consumer Base

Anthropic’s Claude is increasingly winning over paying consumers, according to transaction data from Indagari, a credit card analytics firm that tracks billions of anonymized transactions across roughly 28 million U.S. consumers.

The takeaway is significant. Claude is no longer best understood as a niche tool for enterprise teams and developers using Claude Code. The data points to a broader, healthier customer base that extends deeper into consumer spending.

Paying Users Continue To Rise

Indagari’s analysis covers weekly transactions from 2025 through May 10, 2026, including subscriptions and API token purchases. While the dataset does not provide a complete picture of Anthropic’s revenue or total customer base, it offers an indication of broader spending trends.

According to the firm, Anthropic’s paying consumer base and related revenue have increased steadily throughout the year, with this segment growing by around 75% since January 2026.

Growth continued following a surge in March, when Anthropic drew attention after declining to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons.

Consumer Interest Is Spreading Beyond Transactions

Additional indicators also point to rising consumer interest. DataCamp, an online learning platform with around 20 million users, said Claude has become the most searched term on its platform, surpassing even “AI.”

The company also reported that demand for Claude-related courses among self-directed learners is running three to one ahead of ChatGPT, while interest in those courses has increased 18-fold over the past 30 days.

ChatGPT Still Leads The Market

Despite Claude’s growth, ChatGPT remains the leading consumer AI product.

Recent data from Sensor Tower shows Claude expanding across platforms this year while still trailing ChatGPT by a considerable margin. Indagari’s transaction data reflects a similar pattern, indicating that ChatGPT continues to have significantly more paying users, although its growth has moderated as its user base has expanded.

A Business Story Investors Will Watch Closely

Anthropic’s growth comes as both the company and OpenAI move closer to becoming public companies, with investors expected to focus on customer growth, revenue quality and diversification.

Earlier this month, the U.S. government barred Anthropic from making its cybersecurity-focused models, Mythos 5 and Fable 5, available to non-Americans. The company subsequently withdrew the models from the market.

Available data nevertheless suggests Anthropic continues to expand across both its consumer and business segments.

A New Twitter-Inspired Social Network Is Taking Shape

A new social network called Twitter.now is entering the market, with a founding team that includes former Twitter trademark counsel Stephen Coates. The service is being developed by startup Operation Bluebird.

As Ars Technica reported, X sued the company last year and asked a Delaware judge to block the launch. Operation Bluebird argued in a petition that X had abandoned trademarks including “Twitter” and “Tweet.”

Coates has said the project is not an attempt to recreate the original Twitter. In a LinkedIn post, he described the platform as a new public space focused on trust, transparency and user choice.

AI System To Rate Posts

Twitter.now is currently being tested, with early access priced at $20. Its main feature is VERA, an AI system designed to evaluate posts, verify claims and provide sources and context.

Posts receive a trust score, with users eventually able to set a minimum score to filter their feeds. The company says this approach will give people more control over what they see instead of leaving those decisions entirely to an algorithm.

Moderation Remains A Challenge

Scaling moderation will be one of the platform’s biggest tests. Social networks have repeatedly struggled with content moderation as their communities grow, and newer platforms such as Bluesky have faced similar criticism.

Operation Bluebird says VERA will form the basis of its moderation and verification system. A second version is already planned, with expanded tools that would let users set a specific trust threshold for the posts appearing in their feeds.

For now, Twitter.now remains in an early testing phase, combining the familiarity of the Twitter name with an AI-driven approach to evaluating online information.

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