Technology & SoftwareAnthropicOpenAI
Technology & SoftwareAnthropicOpenAI

Modeled Behavior

Will Claude or ChatGPT grow subscribers faster this September?

OpenAI and Anthropic are two of the most valuable private companies on earth and neither reports consumer numbers. Paid subscriptions are the revenue engine for both. This is the only monthly scoreboard of the AI subscription race.

Market opens soon

A
Anthropic
O
OpenAI

Activity

Market opens soon

Activity begins when trading opens.

Market opens soon

A
Anthropic
O
OpenAI

Activity

Market opens soon

Activity begins when trading opens.

MARKET WINDOW

September 1 to 30, compared against August 1 to 31.

DEFINITIONS & SCOPE

Subscribers are distinct cardholders with at least one verified consumer subscription charge processed directly under the Anthropic or OpenAI consumer descriptor during the window. Enterprise, API, and app-store-billed charges are out of scope. Growth is the percentage change in each service's subscriber count versus August.

RESOLUTION METHOD

The service with the higher month-over-month subscriber growth rate wins. Resolution requires a minimum of 10,000 qualifying transactions per side. 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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