ChatGPT just hit 1 billion users, but Sensor Tower says Claude earns 1.5x more revenue per user, $2.76 versus $1.74, and converts more to paying plans.

SemiAnalysis has calculated how big that gap really is. After testing subscription tiers from both OpenAI and Anthropic – running long-horizon coding and agentic tasks until…

The mobile app tracking firm Sensor Tower’s “State of AI” report found that while ChatGPT continues to have the largest user base, Anthropic’s app is earning more money per user.