Fordel StudiosClaude’s consumer growth surge continues after Pentagon deal debacle
What Happened
Claude's app is now seeing more new installs than ChatGPT and is growing its daily active users.
Our Take
Claude's crushing ChatGPT on new installs and DAU. The Pentagon dust-up didn't matter because 99% of Claude's users don't care about military contracts—they care about quality. OpenAI's been coasting on brand for months while Claude's legitimately better at reasoning and instruction-following. The market's voting with installs, not headlines.
That said, ChatGPT's still got the network effects moat and enterprise sales force. This won't flip the market overnight. But Claude's winning the product war, which eventually becomes the market war.
What To Do
If you're evaluating Claude vs. GPT-4 for production, the install growth is a signal that engineering resources are flowing to Claude—use it as a tiebreaker for long-term support bets.
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