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JUST IN: Anthropic is experiencing a pivotal moment in the consumer AI market. Transaction data analyzed for TechCrunch points to a significant surge in paid subscriptions to Claude between January and February, driven by increased public exposure, new developer tools, and a high-profile dispute with the U.S. Department of Defense.
An analysis of billions of anonymized credit card transactions from approximately 28 million U.S. consumers shows that Claude added record-breaking paid subscribers.