Claude's US New Paid Subs Fell for 3 Months as ChatGPT Reclaims Net-Add Lead
omooretweets · x · 2026-10-09
Analyst omooretweets reports ChatGPT has reclaimed a clear lead in net new paid subscribers in the US (likely wider internationally), while Claude's new subscription count has declined for roughly three months — a potential limit on consumer growth. Meanwhile, over 7% of Claude's US consumer subs are on $100+/month plans versus 1% for ChatGPT and Gemini, showing Anthropic converts to premium tiers far more aggressively, in line with its no-ads promise.
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