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The reported shift in market share between OpenAI and Anthropic highlights the inherent volatility of enterprise AI spending, suggesting that customer loyalty remains fragile as models iterate rapidly. This data underscores that neither company has secured a permanent dominance in the corporate sector, with growth rates fluctuating significantly based on new model releases. Investors should view these percentage swings as indicators of a highly competitive landscape rather than stable revenue streams for either provider.

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OpenAI is gaining on Anthropic with business users, new data indicates

TechCrunchAugust 20, 20262 min read

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.

Until both OpenAI and Anthropic get close enough to their planned IPOs to release their financials, we have to look to other sources for signs of how well their businesses are doing. One of those sources, Ramp, the corporate credit card and expense management company, has…

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