Overseas numbers are likely worse for Claude.
Try and ask someone not in tech what they think of Claude or Anthropic. There's a high chance they've never heard of either.
Things might have changed with Anthropic showing up at the Superbowl, and in the news over their fight with the Pentagon.
I'm bullish on Claude. It will see a surge in users, and will likely surpass Perplexity this year. However I don't think it will catch up to even Meta AI (which had 10x the number of users) this year.
I am also a software developer. So while the numbers of "people" that use one AI or another may be higher than either of these, it's not a useful metric for myself.
I'm only pushing back against someone thinking "oh HN talks about Claude a lot, therefore Claude must be extremely popular". The information bubble is a real problem.
Anthropic’s revenue in Q1 2026 has skyrocketed.
a) they are private and revenue numbers for private companies are hopelessly unreliable, and
b) they are planning an IPO, so there's an extra incentive to big up the numbers. Anthropic always brings up ARR, which is very gameable when the year hasn't ended yet
https://www.microsoft.com/en-us/corporate-responsibility/top...