Claude Overtakes ChatGPT in Market Share After Pentagon Ethics Clash; Anthropic's Refusal Becomes Competitive Advantage

Claude overtook ChatGPT in US App Store downloads following Anthropic's refusal to allow Pentagon use for mass surveillance and autonomous weapons guidance. Daily active users surged to 11.3 million (up 183% from January). In the enterprise market, OpenAI still leads subscriptions 34.4% to 24.4%, but Anthropic's share grew 4.9% month-over-month while OpenAI's fell 1.5%. The ethical stand that cost Anthropic a federal contract became a commercial differentiator.