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Anthropic’s Claude has seen a 75% increase in paying consumer revenue since January 2026, according to credit card data from Indagari, even as the company rolls out a new identity verification policy and faces a U.S. government ban on its most powerful models. Source: TechCrunch
Anthropic updated its privacy policy on June 17, effective July 8, to require some Claude users to upload government-issued IDs and selfies for age or identity verification. The measure applies to a "small subset" of accounts flagged for suspicious activity or suspected underage use, and is handled by third-party vendor Persona, which collects facial geometry templates. Source: Infobae, The Next Web The policy excludes Enterprise and API users. Source: Infobae
Despite the verification changes and a ban on Claude's Fable 5 and Mythos 5 models, consumer interest in Claude is surging. DataCamp reports Claude is now its most searched term, and demand for Claude courses outpaces ChatGPT by 3-to-1 among self-directed learners. Source: TechCrunch However, ChatGPT remains the dominant AI assistant with a much larger user base. Source: TechCrunch
The Trump administration ordered Anthropic to restrict Fable 5 and Mythos 5 to U.S. users only, leading the company to withdraw them globally. Source: TechCrunch, Gizmodo While the ID policy predates this ban, sources differ on whether the timing is coincidental or politically charged. Gizmodo notes the policy was planned since December, but The Next Web points to Persona's ties to Peter Thiel as a source of scrutiny.
“It shows Claude’s paying consumers and revenue growing, month by month, currently up about 75% since January 2026 among this segment.”
“Anthropic solicitará el escaneo o fotografía de pasaportes, licencias de conducir o el documento nacional de identidad, o bien que el usuario registre su rostro en vivo con un sistema que procesará la plantilla de geometría facial a través de un tercero.”
“The updated policy, which takes effect on July 8, introduces a new category of personal data collection that includes facial geometry templates, a data type that may qualify as biometric information under state privacy laws.”
“Anthropic’s plans to implement an age-verification mechanism long predate the Trump administration’s Fable/Mythos ban.”