OpenAI is gaining on Anthropic with business users, new data indicates
TechCrunch Julie Bort ● Covered by 9 sources
OpenAI is catching Anthropic with US business users, new Ramp data says. The gap flipped this year, and AI spending is still climbing overall.
Based on reporting by TechCrunch, Julie Bort — read the original for the full story.
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OpenAI is closing the distance on Anthropic with U.S. business users, according to new data from Ramp, the corporate card and expense management company. It’s a small but telling snapshot, since neither company has to open its books yet and this is one of the few places to watch real spending move around.
Ramp’s numbers cover more than 70,000 American businesses that run billions of dollars through its bill pay and card products. Those customers skew tech-heavy, which makes the data a bit Silicon Valley-shaped, but it still gives a useful read on where companies are putting their AI budget.
The swing is straightforward. OpenAI was ahead with Ramp’s paying business users earlier on, then lost the lead in May when Anthropic reached 41% market share to OpenAI’s 39%. OpenAI has not taken that top spot back. By July, Anthropic was at nearly 44% and OpenAI at nearly 40%.
Ramp economist Ara Kharazian says OpenAI is growing faster in the current quarter so far, which suggests the race is moving again. But the quarter still has time left, and this market has already shown how quickly business buyers can change their minds when a new model lands or a product stumbles.
Ramp wouldn’t share dollar figures, only percentages. And the dataset is not the whole market: it leaves out large enterprises that use other spend tools, including American Express. Even so, the direction is clear enough. Anthropic has not locked up the business market, and AI spending among Ramp customers keeps rising anyway — from above 50% of companies in March to nearly 56% in July.
My take — AI-written commentary, not fact-checked reporting
This is the part of the AI boom everyone keeps pretending is settled when it plainly isn’t. Business buyers are shopping model by model, not signing lifelong vows, which is bad news for anyone building a moat out of brand alone. The real moat is still usefulness, and that is annoyingly hard to keep.
Read more about this at: TechCrunch
