Anthropic's Claude generates $2.76 in revenue per user compared to ChatGPT's $1.74, roughly 1.5x more, according to Sensor Tower's State of AI report. Claude also converts better, with 13% of iOS users paying for subscriptions versus 8% for ChatGPT. The gap is attributed to Claude's higher minimum pricing ($20/month) and a spike in ChatGPT uninstalls following OpenAI's Pentagon deal. Despite this, ChatGPT still leads on raw user count (1 billion monthly users) and retention (86% vs Claude's 73.7%). A price war may be brewing as OpenAI considers cuts and Google has already lowered Gemini's entry price to $5/month. The overall AI app market is booming, with consumer spending expected to hit $4.25bn in H1 2026.
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