ChatGPT 卸载率飙升 413%，增长神话褪色：OpenAI 上市计划蒙上阴影
ChatGPT downloads are slowing — and may cause problems for OpenAI’s IPO
ChatGPT 正在经历增长失速。市场研究机构 Sensor Tower 数据显示，ChatGPT 四月份卸载率同比激增 132%，前一个月更是暴涨 413%，背景是 OpenAI 二月与五角大楼签署合作协议。每月活跃用户增速从一月的 168% 降至四月的 78%。与此同时，Claude 下载量同期增长 11 倍，将 ChatGPT 的 14% 同比增速远远甩在身后。首席财务官莎拉·弗里亚尔已被曝对 IPO 计划表达担忧，公司近期在新用户和收入目标上均未达标。
ChatGPT is struggling to maintain its explosive growth as users uninstall the app or switch to rival chatbots. Sensor Tower data shows ChatGPT’s April uninstall rate surged 132 percent year over year, following a 413 percent spike the prior month after OpenAI’s Pentagon deal in February. While still growing, ChatGPT’s monthly active user growth slowed from 168 percent in January to 78 percent in April. Notably, Claude’s downloads grew 11x during the same period, significantly outpacing ChatGPT’s 14 percent growth. CFO Sarah Friar has reportedly expressed concerns about IPO plans, with internal targets for new users and revenue recently missed.
对 AI 行业的影响
ChatGPT 的增长神话正在被 Claude 的快速崛起打破。卸载潮与军事合作协议高度相关，暗示部分用户对 OpenAI 商业路线的价值观排斥。若 Claude 维持当前增速，OpenAI 上市估值将面临严重压力。
原文参考
来源：The Verge AI · 2026-04-29
ChatGPT is struggling to keep up its once-explosive growth as users uninstall the app or opt for rival chatbots instead. According to data from market intelligence firm Sensor Tower, ChatGPT experienced a 132 percent increase in uninstalls year over year in April. Its uninstall rate was even higher last month, up 413 percent year-over-year, following […]