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OpenAI is gaining on Anthropic with business users, new data indicates
Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how "sticky" enterprise AI spending really is.
AI Summary
New data from Ramp, a corporate credit‑card and expense‑management firm, shows OpenAI slipping behind Anthropic among U.S. business users. In May, Anthropic captured 41% of Ramp’s paying business accounts while OpenAI fell to 39%, ending OpenAI’s prior lead. By July, Anthropic’s share rose to nearly 44% and OpenAI’s to just under 40%, indicating a widening gap. Both companies have not disclosed financials ahead of their planned IPOs, so the Ramp figures serve as the latest proxy for their business performance.
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