Uninstalls of ChatGPT Are Spiking at the Worst Time Imaginable for OpenAI

Sensor Tower data shows ChatGPT app uninstalls rose 132% year over year in April, with a bigger spike after March controversy over a Pentagon contract.

OpenAI also reportedly missed internal targets for users and revenue, raising concern about slowing momentum in its core consumer product.

At the same time, Anthropic’s Claude is growing downloads faster, intensifying competition in the AI chatbot market.

The trend increases pressure on OpenAI to boost subscriptions and prove growth to support heavy infrastructure spending and any future fundraising.