Technology & Software
Technology & Software

Claude Coded

Will Claude grow subscribers in Q3 versus last year?

A private AI lab with a consumer subscription business and zero filings. The only quarterly print on Claude's paid growth anywhere, resolved on card data in the first week of October.

Closed
Cancelled
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Final Result

Y
Yes63%
N
No37%
Market Cancelled

Activity

Closed
Cancelled
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Final Result

Y
Yes63%
N
No37%
Market Cancelled

Activity

MARKET WINDOW

July 1 to September 30, 2026, compared against July 1 to September 30, 2025.

DEFINITIONS & SCOPE

Subscribers are distinct cardholders with at least one verified consumer subscription charge processed directly under the Anthropic consumer descriptor during the window. Enterprise, API, and app-store-billed charges are out of scope. The target line is the distinct subscriber count over Q3 2025.

RESOLUTION METHOD

Yes wins if the Q3 2026 subscriber count exceeds the Q3 2025 line; No wins otherwise. In the event of a tie, all positions are refunded in full.

DATA SOURCE

Powered by verified transaction data from American Spend's oracle. Anonymized, aggregated, and secured. Real, objective, verified proof of spend sourced from a representative sample of consumer spending.

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