Decoding Anthropic's Record IPO Through Similarweb
Anthropic's offering will put one number in front of the market. Similarweb's web and app data show what's building underneath it, across claude.ai, claude mobile app usage, and the enterprise funnel, before it reaches a reported figure.
We've tracked claude.ai usage monthly since 2023.
Across 66 pages and 29 exhibits, the primer tracks claude.ai and the Claude apps against ChatGPT, Gemini, DeepSeek, Grok and Perplexity, monthly through August 2026.
What's inside:
- How consumer, developer, and enterprise demand are each showing up in the data and how different parts of the business are growing
- Why retention patterns here tell a different story than a typical surge-and-fade traffic spike
- Where the audience is being won, and where a new competitor is quietly gaining ground
Six-month retention rose to 45% from 25%
Claude's newest cohorts retain better than its earliest ones, even as users grew 6x. The gap to ChatGPT narrowed from 38pt to 14pt.
Traffic share rose to 9.6% from 2.0%
Across six leading AI sites, in twelve months. Paid channels drove just 0.46% of visits, vs. 3.5% at chatgpt.com and 6.8% at Gemini
Enterprise logins up 4x since March
SSO logins, our proxy for enterprise seats, have risen every month since January. Claude Code on the web shows the same pattern
Omri Shtayer
VP, GM Investor Solutions
Aria Ertefaie
Principal Data Analyst
