According to Sensor Tower, ChatGPT experienced a 132 percent increase in uninstalls year over year in April, and a 413 percent year-over-year increase in uninstalls in March following OpenAI's deal with the Pentagon in February.
ChatGPT's monthly active user growth has declined sharply: it increased by 168 percent in January but only 78 percent in April. Over the past few months, ChatGPT's downloads were up 14 percent year over year while Claude saw an 11x increase during the same period.
OpenAI recently missed its own internal targets for new users and revenue. CFO Sarah Friar has reportedly expressed concerns that 'the company might not be able to pay for future computing contracts if revenue doesn't grow fast enough,' amid OpenAI's plans for an IPO.
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