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ChatGPT launched afterward and got insane traction, and that pulled OpenAI naturally toward consumers. Anthropic went another way. It was the smallest, least well-funded player in the space, without the free cash flow of Meta or Google, and its focus settled on coding and business customers.
Had Claude launched first, it might be the other way around, even with all that focus.
Why did ChatGPT draw users so fast?
OpenAI released ChatGPT on November 30, 2022, as a free research preview that needed only an email address to try. Sam Altman wrote that it passed one million users in five days. A UBS analysis of Similarweb data later estimated 100 million monthly users by January 2023, calling it the fastest-growing consumer app in history at that point.
How did ChatGPT's launch change rival labs?
Google leaders declared an internal code red in December 2022, according to the New York Times, and redirected teams toward AI products. Google announced its Bard chatbot in February 2023, and Microsoft added OpenAI's models to Bing the same month. Anthropic released Claude to the public in March 2023.
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