OpenAI has gained ground on Anthropic, now holding 40% of business users compared to Anthropic's 44%, according to Ramp's latest data. The shift highlights a volatile market as businesses switch between AI providers.
TL;DR
- OpenAI has increased its share of business users to 40%, up from 39% in May, while Anthropic's share has grown to 44%.
- The data, from Ramp's 70,000+ business customers, indicates a competitive and volatile market for enterprise AI services.
- Both companies are likely seeing revenue growth as the overall market for AI services expands, with nearly 56% of Ramp customers now paying for AI.
What happened
OpenAI has narrowed the gap with Anthropic in the business AI market, according to new data from Ramp, the corporate credit card and expense management company. As of July, OpenAI holds nearly 40% of business users, up from 39% in May, while Anthropic has nearly 44%, down slightly from 41% in May. The data covers more than 70,000 American businesses that spend billions via Ramp's bill pay and corporate card products.
Ramp's data shows that OpenAI is currently growing faster among this segment in Q3 to date than Anthropic. However, the trend could easily shift again before the quarter is over, given the rapid pace of change in the AI industry. Ramp declined to provide actual dollars spent, sharing only percentages.
According to Ramp economist Ara Kharazian, OpenAI's new model, GPT-5.6 Sol, is driving its growth among developers. In contrast, Anthropic's higher-end model tier, Fable 5, has disappointed in adoption and real-world application due to its price and data retention requirements imposed by regulators. However, Fable is built for a more targeted set of use cases than a general chatbot.
Why it matters
The data indicates a competitive and volatile market for enterprise AI services, with businesses willing to switch between providers as new models are released. This volatility should give both companies' investors pause about the 'stickiness' of enterprise AI spending.
Despite the competitive landscape, both companies are likely seeing revenue growth as the overall market for AI services expands. The percentage of companies that pay for AI among Ramp customers has been steadily climbing, topping 50% in March and reaching nearly 56% by July.
For developers and startups, the data highlights the importance of staying up-to-date with the latest AI models and understanding the specific use cases for which they are best suited. For investors, the data underscores the need to carefully evaluate the competitive dynamics and market trends in the AI industry.
Key facts
- OpenAI holds nearly 40% of business users, up from 39% in May, according to Ramp data.
- Anthropic holds nearly 44% of business users, down slightly from 41% in May.
- The data covers more than 70,000 American businesses that spend billions via Ramp's bill pay and corporate card products.
- OpenAI is currently growing faster among Ramp's business users in Q3 to date than Anthropic.
- The percentage of companies that pay for AI among Ramp customers has been steadily climbing, reaching nearly 56% by July.
- OpenAI's GPT-5.6 Sol is driving its growth among developers, according to Ramp economist Ara Kharazian.
- Anthropic's Fable 5 has disappointed in adoption and real-world application due to its price and data retention requirements.
- Fable is built for a more targeted set of use cases than a general chatbot.
Context
OpenAI and Anthropic are two of the leading players in the AI industry, with both companies offering a range of AI models and services for businesses and consumers. Until both companies get close enough to their planned IPOs to release their financials, data from sources like Ramp can provide insights into how well their businesses are doing.
The AI industry is rapidly evolving, with new models and use cases emerging all the time. This dynamic landscape can make it challenging for businesses to choose the right AI provider and for investors to evaluate the competitive dynamics of the market.
For developers and startups, the data highlights the importance of staying up-to-date with the latest AI models and understanding the specific use cases for which they are best suited. For investors, the data underscores the need to carefully evaluate the competitive dynamics and market trends in the AI industry.
