tech
OpenAI finds a crack in Anthropic's business AI lead
Although OpenAI trails Anthropic in business adoption, it won a moneymaking battle in July with its most advanced model, GPT-5.6 Sol.
TL;DR
- OpenAI's GPT-5.6 Sol model was more popular in terms of spend in July compared to Anthropic's Fable 5.
- Anthropic still leads in overall business adoption, with 43.5% of businesses using their AI products in July, versus 39.7% for OpenAI.
- Ramp, a financial technology firm, tracks AI spending data from over 70,000 US business customers.
- Anthropic's Fable model faced challenges including a temporary government takedown and pricing adjustments in July.
- The success of OpenAI's cheaper GPT-5.6 Sol model could be a concern for Anthropic, which is banking on customers paying for premium tech.
- AI agents, especially coding agents, are a major driver of revenue growth and increased AI spending per employee.
- Spending on AI tools for the top 1% of spenders increased significantly from June to July.