Claude gains paid consumer market share from ChatGPT, up 75% since January 2026

According to TechCrunch analysis of Indagari credit card transaction data covering 28 million U.S. consumers, Anthropic's Claude has increased its share of paying consumers by approximately 75 percent since January 2026 through May 2026. The data, drawn from billions of anonymized transactions for subscriptions and API tokens, indicates Claude is expanding beyond its traditional enterprise and developer niche into broader paid consumer adoption, a market historically dominated by OpenAI's ChatGPT.