Claude’s share of UK AI subscription spending quadruples in seven months
Analysis of UK bank and card data reveals a significant market shift in AI subscription spending. Claude's market share quadrupled over seven months, capturing nearly 30% of consumer spending, while ChatGPT saw its dominance erode from three-quarters of the market. The findings come from a working paper titled 'Who Pays for AI?' examining subscription payment patterns.
Key points
- Claude's share surged from 7.4% (Dec) to 29.4% (July).
- ChatGPT's share fell from 73.5% to 52.5% in the same period.
- Data based on UK bank and card transactions.
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