I think you're both right. Prior to the other day, Claude had nowhere near as much mindshare with regular people as ChatGPT did. But now that they've stood up to Orange Man, they're heroes to a large segment of the population who would otherwise have never given them a second thought.

On a related note, since OpenAI is playing ball with Orange Man, they're public enemy #1 for this same segment, hence the calls to cancel subscriptions and boycott OpenAI.

By this time next week, most people will have forgotten about all of this.