Claude's paid subscriptions have more than doubled this year. New users hit record numbers between January and February. Previous users came back in record numbers too.
The news dropped yesterday: OpenAI is shutting down Sora, their AI video app, six months after launch. The Disney $1B deal is off, and the API is going away, too.
The arc is fascinating if you zoom out. The app launched in September 2025, hit the top of the App Store within a day, and reached 1M downloads faster than ChatGPT did. By January, downloads had dropped 45%, and the whole thing had made roughly $2.1M in in-app purchases over its lifetime.