A Sensor Tower “State of AI” report finds that ChatGPT remains the leading generative AI assistant by user base, while Anthropic’s Claude generates more revenue per user. According to the report, ChatGPT’s mobile apps reach more users overall, with its user base surpassing 1 billion monthly users, reported as the fastest mobile app to hit that milestone. Even with this scale, the report indicates that the revenue-per-user metric is moving in Anthropic’s favor. While OpenAI’s apps still dominate in total usage, the amount of money earned per user is higher for Claude than for ChatGPT, suggesting stronger monetization relative to its audience size.
The outlets also frame the findings as a shift in how the market is measuring performance: not just who has the most users, but who converts users into revenue more effectively. The report does not describe broader financial results beyond the app-tracking metrics cited, focusing instead on mobile app performance.
