What happened
Ramp, a corporate credit card and expense management company, released data showing OpenAI is now growing faster than Anthropic among its paying U.S. business users in Q3. As of July, Anthropic holds nearly 44% market share to OpenAI's nearly 40%, down from Anthropic's 41% to OpenAI's 39% in May.
Why it matters
The data tracks spending patterns across more than 70,000 American businesses, providing a rare glimpse into how enterprise customers choose between AI providers. It reveals that businesses are switching between the two labs as each releases new models—a sign that enterprise AI spending may not be as "sticky" as investors might hope, and that product quality and pricing decisions directly affect market position.
What to watch
Ramp economist Ara Kharazian attributed OpenAI's growth to GPT-5.6 Sol being "really good, increasingly the choice for developers," while noting that Anthropic's Fable 5 "disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators." The broader market is expanding: the percentage of Ramp's customers paying for AI rose from just over 50% in March to nearly 56% by July.
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Until OpenAI and Anthropic disclose financial results in their planned IPO filings, investor and analyst insight into their relative business performance has been limited. Ramp's corporate spending data fills a useful gap—it covers a substantial subset of the U.S. business market and operates across multiple industries, though it does skew toward tech companies because of Ramp's popularity in Silicon Valley. The data reveals a market in flux: Anthropic's brief lead in May did not stick, and OpenAI's current faster growth reflects the rapid product cycle in generative AI. The underlying market is also expanding: the share of Ramp's customers paying for AI has climbed steadily from just over 50% in March to nearly 56% by July, suggesting that adoption is broadening beyond early adopters. However, the volatility in which vendor businesses choose—shifting between OpenAI and Anthropic based on each new model release and pricing decisions—signals that enterprise AI spending may be less locked in than investors might assume, creating uncertainty about long-term revenue retention for both companies.
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