Traffic to claude.ai has risen sharply
But ChatGPT remains the industry leader
Open Rivalry
Since its launch in November 2022, ChatGPT has become synonymous with AI chatbots, inspiring a swathe of competitors. One of those, Claude, is gaining serious traction with users.
From a company called Anthropic — a startup founded by former OpenAI employees (see here for how lucrative being an ex-OpenAI employee can be) — Claude has seen a surge in popularity since the release of Claude 3 in March. And yesterday, the Amazon-backed company announced its latest product, Claude Enterprise.
By entering the enterprise market, Anthropic is now competing for OpenAI’s 1 million corporate users. Like OpenAI, Anthropic’s offering boasts a promise that interactions with Claude won’t be used to train the model itself — a feature designed to appeal to the ongoing concerns around data privacy.
Last month, claude.ai received over 15 million visits across web and mobile platforms in the US, according to data from Similarweb. While those numbers are impressive, they still pale in comparison to ChatGPT’s 337 million visits in the same month — a gap that’s also reflected in the relative valuations, with Anthropic’s ~$18 billion valuation significantly overshadowed by OpenAI’s $100+ billion price tag.
With over 90% of Fortune 500 companies reportedly using some iteration of its products, OpenAI has a serious head start. But history shows that being first doesn’t guarantee long-term success. After all, Amazon wasn’t the first online marketplace, and Google wasn’t the first search engine. The chatbot wars are just getting started.
