Anthropic moves into the consumer market with Claude

Anthropic is moving to the consumer market. The company has decided to make Claude more attractive to regular users, Bloomberg reports. Until now, the strategy was focused primarily on corporate clients, which ensured rapid growth of the user base and revenue.

Why the corporate focus The B2B choice was logical for a startup.

Corporate clients pay more, buy in volume, and don't require cheap free tiers. Enterprise contracts help grow MRR and make it easier to attract investors. Anthropic has indeed shown impressive growth: in two years, it entered the top three of the AI market.

• Rapid revenue growth through Enterprise Contracts with major corporations More stable net income than through free users * Reputation in the B2B space ## Why the change now But the corporate market is saturated. OpenAI took it first with ChatGPT, Google is expanding Gemini, Microsoft has invested billions in integration. The consumer market is also captured, but there's room for an alternative — for people annoyed by the gap between free and paid plans, or who want different UI/UX. Anthropic now has around 20 million monthly users compared to 200+ million for OpenAI. To compete at the consumer level, you need scale. And despite Claude's power as a model, if people don't know about it or don't see a reason to spend money, growth will slow.

What this means

Expect more aggressive marketing of Claude for regular users, UI improvements, and possibly negotiations about preinstallation on devices. Anthropic is slower than OpenAI in promotion, but if it starts actively winning consumers, the market will become even more polarized around two or three leaders. For other AI startups, this is a signal: B2B alone is not enough.