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Claude's consumer growth surge continues after Pentagon deal debacle | TechCrunch
Claude's daily active users are on the rise on mobile devices, as are its new app installs, following the company's fallout with the Pentagon. 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
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Claude hits one million daily signups, passing ChatGPT in Google Play Store
Claude is gaining significant traction, with a new report stating that the company is seeing in excess of one million user signups on a daily basis. If that trend continues, it could surpass other AI firms like OpenAI. A new shift is becoming apparent, as users seem to be on a search for better AI
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Anthropic's Claude AI chatbot is experiencing explosive growth with over one million daily signups, surpassing ChatGPT in both the App Store and Google Play Store. The consumer growth surge follows Anthropic CEO Dario Amodei's refusal to allow Pentagon use of Claude for mass surveillance or autonomous weapons, a stance that resonated strongly with users despite the company being labeled a supply-chain risk.
Anthropic's Claude AI chatbot has reached a milestone of more than one million daily signups, marking a dramatic consumer growth surge that positions it as a formidable competitor in the AI assistant market
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. The company reports that Claude has broken its own signup record every day since early last week, in every country where the service is available1
. This explosive growth trajectory comes at a pivotal moment when users appear increasingly concerned about AI safety and ethical deployment of artificial intelligence systems.The numbers tell a compelling story of shifting user preferences. According to app intelligence provider Appfigures, U.S. downloads of Claude's mobile app continue to surpass those of ChatGPT, with the most recent figures from March 2 showing Claude with 149,000 daily downloads compared with 124,000 for ChatGPT
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. Claude has claimed the No. 1 position on the App Store in the United States and 15 other countries, including Australia, Canada, France, Germany, and the United Kingdom1
. The AI chatbot is also ranking first on the Google Play Store, placing it directly above OpenAI's offering2
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Source: 9to5Google
Beyond app downloads, actual usage metrics reveal even more dramatic growth. 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
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. While ChatGPT still dominates with 250.5 million daily active users across iOS and Android on March 2, Claude's growth trajectory has accelerated significantly. The timing of Claude's jump in usage coincided with news of Anthropic's tense negotiations with the Pentagon, suggesting that the company's ethical stance resonated with consumers1
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The catalyst for this growth appears to be Anthropic CEO Dario Amodei's refusal to allow the government to use Claude AI systems for mass surveillance of Americans or to power fully autonomous weapons
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. Following this decision, the AI model provider was marked as a supply-chain risk by the Department of Defense, a designation that Anthropic plans to challenge in court2
. The company stated that it or any other company has no role in operational decision-making with regard to mass surveillance and autonomous weapons2
. This contrasts with OpenAI, which officially entered a partnership with the US Department of War to deploy AI for classified applications, claiming its safety measures prevent use for autonomous weapons or mass surveillance.Web traffic was up 43% month-over-month in February and up 297.7% year-over-year
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. At least some of this growth could be at the expense of ChatGPT, whose web traffic dropped 6.5% month-over-month during the same time period1
. Meanwhile, ChatGPT's app uninstalls have been growing, according to earlier reports1
. As of the end of February 2026, OpenAI reported 900 million active users per week, with over 50 million consumer subscribers2
. If current trends continue throughout March, Claude could rank higher among AI apps by daily active users, potentially challenging established players like Microsoft Copilot and Perplexity1
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Source: TechCrunch
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