Over 7% of Claude's US consumer subs pay $100+/month vs ~1% for ChatGPT
omooretweets · x · 2026-10-09
Analyst omooretweets notes Anthropic, which promises no ads in Claude, monetizes by aggressively converting users to high-cost subscriptions.
- Claude converts users to expensive plans more aggressively than ChatGPT
- More than 7% of its US paying consumer subscribers are on $100+/month plans, versus roughly 1% for ChatGPT and Gemini
- Fewer users but far higher ARPU for Anthropic
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