tech
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.
TL;DR
- OpenAI is gaining on Anthropic among US businesses using AI services, according to data from Ramp.
- Anthropic overtook OpenAI in market share among Ramp's business users in May and held a lead as of July.
- OpenAI is showing faster growth in the third quarter to date among this segment.
- The data covers over 70,000 American businesses on Ramp's platform, skewed towards the tech industry.
- The market for AI services among Ramp customers is expanding, with over 50% of companies paying for AI by March.
- User preference may be influenced by model capabilities, pricing, and data retention policies, with OpenAI's 'GPT-5.6 Sol' praised and Anthropic's 'Fable 5' facing criticism for data retention.