Anthropic’s user base surged 11% after a viral Super Bowl ad targeting OpenAI, positioning it among the top 10 free apps on the Apple Store, as reported by BNP Paribas. Website visits to Claude’s creator increased by 6.5%, overshadowing other competitors like Meta and Gemini. Although OpenAI saw a modest 2.7% growth in daily active users post-game, Claude still trails behind ChatGPT and Gemini. This escalating rivalry, marked by competitive advertising, adds tension as both companies approach potential IPOs. Anthropic’s Chief Commercial Officer, Paul Smith, emphasized a revenue-focused strategy without ads, prioritizing model improvement over flashy marketing. In response, OpenAI’s CEO, Sam Altman, criticized the ad as misleading, asserting that ChatGPT’s diverse pricing plans cater to a wider audience. Altman defended OpenAI’s advertising approach while highlighting ethical concerns regarding Anthropic’s practices. This fierce competition among AI companies underscores the rapidly evolving dynamics within the industry.
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