OpenAI's Partnership with U.S. Department of Defense Sparks 300% Surge in ChatGPT Uninstallations on Announcement Day

marsbit2026-03-04 tarihinde yayınlandı2026-03-04 tarihinde güncellendi

Özet

On February 28th, the number of ChatGPT app uninstalls by U.S. users surged by 295% compared to the previous day, following the announcement of OpenAI's partnership with the U.S. Department of Defense (referred to as the "Department of War" during the Trump administration). Data from Sensor Tower indicates this was a significant deviation from ChatGPT’s average 30-day uninstall rate of 9%. In contrast, downloads of Claude, the AI app from OpenAI competitor Anthropic, increased by 51% on the same day. This shift in user behavior is attributed to Anthropic’s public refusal to collaborate with the Defense Department due to ethical concerns, including potential use of AI for citizen monitoring and autonomous weapons. ChatGPT’s download numbers fell by 13% on Saturday and a further 5% on Sunday. User sentiment was reflected in app reviews, with 1-star ratings for ChatGPT increasing by 775% on Saturday. Meanwhile, Claude rose to the top of the U.S. App Store’s free apps chart and also led charts in several other countries. Data from Appfigures and Similarweb corroborated these trends, noting Claude’s rapid growth in the U.S. and internationally.

Author: TechCrunch / Sensor Tower

Compiled by: Deep Tide TechFlow

Deep Tide Insight: News of OpenAI's collaboration with the U.S. Department of Defense (renamed the "Department of War" under the Trump administration) has triggered strong backlash among users.

Meanwhile, Anthropic gained user trust by refusing to cooperate, with Claude's daily downloads surging and topping the App Store. This data directly quantify the practical impact of AI ethics stances on user behavior.

Full Text:

On February 28 (Saturday), the number of U.S. users uninstalling the ChatGPT mobile app increased by 295% compared to the previous day. This reaction was directly triggered by the news of OpenAI's partnership with the U.S. Department of Defense (DoD)—a department renamed the "Department of War" during the Trump administration.

This data comes from market research firm Sensor Tower. Compared to ChatGPT's average 9% daily uninstallation rate over the past 30 days, the 295% single-day spike is a significant anomaly.

At the same time, downloads of Claude, developed by OpenAI's competitor Anthropic, saw a reverse trend in the U.S. On February 27 (Friday), downloads increased by 37% compared to the previous day, and on February 28 (Saturday), they rose by another 51%. Earlier, Anthropic announced its refusal to collaborate with the U.S. Department of Defense, citing an inability to agree on terms—Anthropic expressed concerns that AI would be used for surveilling U.S. citizens and deployed in fully autonomous weapon systems lacking safety capabilities.

The data indicates that a significant portion of users support Anthropic's stance on this issue.

ChatGPT's download numbers were also affected. On the Saturday following the announcement of the partnership, its U.S. downloads decreased by 13% compared to the previous day. The decline continued into Sunday, with another 5% drop. In contrast, on the Friday before the announcement, the app had recorded a 14% day-over-day growth in downloads.

These rapid changes were also reflected in Claude's App Store ranking. On Saturday, Claude climbed to the top of the U.S. App Store's free app chart, maintaining this position as of March 2 (Monday). This represents a rise of over 20 spots compared to about a week earlier (February 22, 2026).

Users also expressed their opinions on OpenAI's decision through app ratings. Sensor Tower data shows that on Saturday, the number of 1-star reviews for ChatGPT surged by 775%, with a further 100% increase on Sunday. Meanwhile, 5-star reviews decreased by 50% during the same period.

Other third-party data providers corroborated Sensor Tower's findings.

For example, Appfigures noted that on Saturday, Claude's total daily downloads in the U.S. surpassed ChatGPT's for the first time. The agency also observed an increase in Claude's U.S. downloads, though its estimates were higher: an 88% day-over-day increase on Saturday.

Appfigures also noted that Claude has now topped the free iPhone app charts in six countries outside the U.S., including Belgium, Canada, Germany, Luxembourg, Norway, and Switzerland.

A third market research firm, Similarweb, reported that Claude's U.S. downloads over the past week were approximately 20 times higher than in January. However, the agency cautioned that this may not be entirely due to political factors and could involve other reasons.

İlgili Sorular

QWhat was the 295% surge in ChatGPT mobile uninstallations on February 28th a direct reaction to?

AThe 295% surge in ChatGPT mobile uninstallations on February 28th was a direct reaction to the news of OpenAI signing a cooperation agreement with the U.S. Department of Defense (DoD).

QWhich competitor's app saw a significant increase in downloads and topped the U.S. App Store charts following its refusal to work with the Department of Defense?

AAnthropic's Claude app saw a significant increase in downloads and topped the U.S. App Store charts after it announced its refusal to cooperate with the Department of Defense.

QWhat were Anthropic's stated reasons for refusing to cooperate with the U.S. Department of Defense?

AAnthropic refused to cooperate due to concerns that AI would be used for surveillance of U.S. citizens and for fully autonomous weapon systems that do not yet have safety capabilities.

QHow did the user ratings for ChatGPT change, specifically the number of 1-star and 5-star reviews, after the news of the DoD partnership?

AAfter the news, the number of 1-star reviews for ChatGPT surged by 775% on Saturday and increased by another 100% on Sunday, while 5-star reviews decreased by 50% during the same period.

QAccording to the data, in how many countries outside the U.S. did Claude's app top the free iPhone application chart?

AClaude's app topped the free iPhone application chart in six countries outside the U.S.: Belgium, Canada, Germany, Luxembourg, Norway, and Switzerland.

İlgili Okumalar

Must-Watch Events Next Week|CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

**Summary: Key Events and Developments to Watch (August 3-9)** The upcoming week is marked by significant financial disclosures, key legislative deadlines, and notable product updates. **Major Financial Events:** Several companies are scheduled to release their Q2 2026 earnings. American Bitcoin (ABTC) will report on August 3, followed by SpaceX and Hut 8 Mining Corp. on August 4, and Circle on August 5. Notably, a significant portion of SpaceX shares (up to 12% of total shares) will be unlocked on August 6 following their earnings release. **Key Legislative Deadline:** The U.S. Senate faces an August 7 deadline to secure 60 votes for the CLARITY Act, a bipartisan bill aiming to establish a federal regulatory framework for cryptocurrencies. The Senate may hold a full vote on the bill during the week. **Economic Data:** The U.S. July Non-Farm Payrolls report will be released on August 7, providing crucial labor market data. **Technology & Product Updates:** * **Shutdowns:** DeFi portfolio tracker Zapper and wallet app Ctrl Wallet will cease operations on August 3. * **Upgrades:** LayerZero will deprecate its v1 relayers on August 3. XRP Ledger's new version 3.3.0, featuring five new functions, is expected next week. * **AI:** Elon Musk announced that the advanced Grok 4.6 AI model is set for release around August 7. * **Bitcoin:** The BIP-110 forced signaling for a potential Bitcoin network change is scheduled to begin around August 8. **Other Notable Events:** Chinese robotics firm Unitree Tech has set its preliminary price inquiry for its IPO for August 5. South Korean exchange Upbit will delist AQT and AERGO tokens on August 3.

marsbit13 dk önce

Must-Watch Events Next Week|CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

marsbit13 dk önce

Stocks Are Plummeting More Sharply Than Cryptocurrencies. Where Has the Money Gone?

Stock Markets Plunge Deeper Than Cryptocurrencies: Where Did the Money Go? In late July, Seoul's Kospi index triggered circuit breakers for two consecutive days, plummeting over 40% from its June high. The collapse was led by heavyweight stocks like SK Hynix, whose record profits still disappointed investors, and devastating leveraged ETFs, with one major product losing over 83% of its value. This signaled a global, forced deleveraging targeting the most crowded trades. Interestingly, while stocks exhibited extreme volatility akin to crypto markets, Bitcoin rose nearly 15% in July after a prior steep drop. Analysis shows the money fleeing equities did not flow into Bitcoin. Instead, Bitcoin had already absorbed its sell-off in May-June, when U.S. spot Bitcoin ETFs saw historic outflows. The true safe-haven beneficiary was gold, whose price rose over 20% year-on-year, highlighting a decoupling between Bitcoin and gold as "digital gold." The sell-off was a targeted unwinding of leveraged positions in tech and semiconductors, accelerated by broker-dealer risk management and shifts in the AI narrative, including new competition from Chinese memory chipmakers. The retreat path was clear: from high-valuation tech stocks to cash and U.S. Treasuries, then to gold. For Bitcoin to attract sustained institutional inflows, conditions like eased global liquidity pressure, a "soft-landing" Fed rate cut, and U.S. regulatory clarity via legislation like the stalled CLARITY Act are needed. Currently, Bitcoin is not a safe haven but an already-cleared asset. Its low correlation with tech stocks, however, makes it a potential diversification play for institutional portfolios once the storm passes. The money isn't here yet, but the positioning is underway.

marsbit13 dk önce

Stocks Are Plummeting More Sharply Than Cryptocurrencies. Where Has the Money Gone?

marsbit13 dk önce

In Conversation with Ray Dalio: We Are Currently in an AI Bubble, with 1% of My Portfolio in Bitcoin

Ray Dalio, founder of Bridgewater Associates, warns in an interview that the current AI boom shows classic bubble characteristics, which could lead to significant economic downturns as seen in past cycles like 1929 or 2000. He explains that speculative enthusiasm, fueled by debt and overvaluation, often precedes a crash when rising rates or taxation force asset sales, causing widespread losses and recession. Dalio also outlines his "Big Cycle" theory, describing an approximate 80-year pattern where widening wealth gaps, massive government deficits, and shifting geopolitical power (like China's rise) create internal conflict and global instability. He emphasizes that we are in a late-cycle, transitional phase where traditional powers like the US and UK face decline. For personal wealth protection, Dalio advises diversification beyond cash into assets like stocks, bonds, real estate, and particularly gold, which he prefers over Bitcoin. While he holds about 1% of his portfolio in Bitcoin as a non-printable hard asset, he views gold as more secure from technological or governmental threats. Regarding AI's impact, Dalio believes it will disproportionately benefit capital owners, worsening inequality by replacing both physical and cognitive labor. He suggests that human intuition and emotional intelligence, combined with AI, will be key for future workers. On taxation, Dalio argues that wealth taxes are impractical and risk triggering asset sell-offs, reducing productive investment. He points to the UK as a cautionary example of debt, low productivity, and political strife. Geopolitically, Dalio foresees a more regionalized world, with the US showing weakness in prolonged conflicts like with Iran, akin to past imperial declines. The ideal outcome, he suggests, is coexisting powerful blocs (e.g., Americas, China-Asia Pacific) without major war.

marsbit4 saat önce

In Conversation with Ray Dalio: We Are Currently in an AI Bubble, with 1% of My Portfolio in Bitcoin

marsbit4 saat önce

Daily 7.2 Trillion KRW: Foreign Capital's Record Net Buying on Friday! Wall Street Says Headwinds for Korean Stock Fund Flows Have Subsided

South Korean stock market sees a dramatic shift in fund flows. On July 31, foreign investors made a record net purchase of approximately KRW 7.2 trillion in KOSPI stocks, marking a fundamental reversal from the persistent large-scale net outflows seen in previous months. This contributed to a significant narrowing of foreign net selling in July to KRW 9.8 trillion, down sharply from KRW 48.4 trillion in June and KRW 44.5 trillion in May. Simultaneously, domestic institutional pressure eased. South Korean pension funds and asset managers turned to a net buying position in July, purchasing KRW 1.0 trillion worth of KOSPI shares, contrasting with net sales in May and June. Market volatility is expected to be dampened by new financial regulations. Effective July 31, the Financial Services Commission tightened access for retail investors to single-stock leveraged ETFs by raising the minimum cash deposit requirement. Trading volumes for these products subsequently dropped to about 50% of their monthly average. Citigroup Research maintains its year-end KOSPI target of 10,000 points. The firm cites several supportive factors: the substantial easing of headwinds from capital outflows, a robust fundamental outlook for the semiconductor sector, historically low market valuations, strong economic fundamentals, and the potential for policy support from financial authorities if needed.

marsbit4 saat önce

Daily 7.2 Trillion KRW: Foreign Capital's Record Net Buying on Friday! Wall Street Says Headwinds for Korean Stock Fund Flows Have Subsided

marsbit4 saat önce

İşlemler

Spot
活动图片