The AI industry is witnessing a significant subscriber exodus as OpenAI and Anthropic face cancellations amid shifting market dynamics. Reports indicate that the generative AI subscription boom is faltering, echoing the late 90s dotcom era. Analysts warn of a bubble burst as user fatigue sets in, especially with OpenAI’s ChatGPT experiencing a plateau in subscriptions despite 800 million weekly users. Only about 5% are paying for the premium service, raising concerns over its sustainability. Simultaneously, Anthropic’s Claude AI is losing high-paying subscribers due to imposed usage limits and rising competition, making users turn to more affordable alternatives like Zhipu AI’s GLM-4.6 and Google’s Gemini. Industry insiders note that 95% of AI projects fail to deliver ROI, which has led to companies re-evaluating their strategies. As users seek better value, this could signal the start of a major correction in the AI subscription market.
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