OpenAI Narrows Anthropic's Lead Among U.S. Businesses
Get the Tech newsletter
Daily tech — startups, AI labs, chips, the launches that shape the next decade. Free.
- Ramp released data from more than 70,000 American businesses that spend billions via its bill pay and corporate card products, showing OpenAI gaining on Anthropic with U.S. business users.
- Anthropic took the lead among Ramp's paying business users in May with 41% market share to OpenAI's 39%—a lead OpenAI has never regained, though OpenAI is now growing faster in Q3 to date.
- As of July, Anthropic held nearly 44% market share to OpenAI's nearly 40% among Ramp customers, with Ramp declining to share actual dollars spent.
- Ramp economist Ara Kharazian attributed OpenAI's growth to "GPT-5.6 Sol" being "really good, increasingly the choice for developers," while criticizing "Fable 5" for disappointing in adoption and real-world application.
- Anthropic sparked outrage when it warned Fable users that it must retain their data for 30 days, a requirement Kharazian linked to sluggish Fable adoption.
- The percentage of Ramp customers paying for AI has climbed steadily, topping 50% in March and reaching nearly 56% by July.
Why it matters: Ramp's 70,000+ business dataset is the clearest public proxy for the OpenAI-Anthropic corporate race ahead of either company's IPO, and it shows the total market is expanding fast enough for both to grow revenue even while swapping share. Each new model release is flipping business users back and forth, which should give both sets of investors pause about how sticky enterprise AI spending really is.
Ask SkimNews
