ChatGPT uninstalls surged by 295% after DoD deal
What Happened
Many consumers ditched ChatGPT's app after news of its DoD deal went live, while Claude's downloads grew.
Our Take
Look, a 295% uninstall spike means something—people care enough to act on their ethics (or at least the appearance of it). OpenAI went from "we're the safety company" to "we're a defense contractor" and users voted with their phones.
Here's the thing: Claude picked up those downloads because Anthropic's positioning works. But honestly? Both companies are doing the same thing—training models, selling access, making money. The difference is the narrative.
Branding matters more than actual tech. OpenAI owned the consumer market and threw it away for a messaging disaster.
What To Do
If you're building AI products, nail your positioning before scandal hits—your narrative matters more than your tech.
Builder's Brief
What Skeptics Say
App uninstall counts are a poor proxy for actual usage abandonment — the same users access ChatGPT via browser, return within weeks, and the DoD deal has zero impact on API or enterprise revenue where OpenAI makes its margin. This is a PR metric, not a business metric.
Cited By
React
Get the weekly AI digest
The stories that matter, with a builder's perspective. Every Thursday.