HomeOpenAI Closes Gap With Anthropic Among Business Users, New Data Shows
With OpenAI and Anthropic still distant from their anticipated IPOs and the release of detailed financial reports, we must turn to alternative indicators to gauge their business performance. Ramp, a corporate credit card and expense management platform, has recently published compelling data revealing that OpenAI is rapidly closing the gap with Anthropic among U.S. enterprises.
OpenAI previously held a dominant position with both consumers and businesses, but it ceded its lead among Ramp’s paying business users in May. At that time, Anthropic captured 41% of the market share compared to OpenAI’s 39%. Since then, OpenAI has failed to reclaim that advantage. By July, Anthropic’s share had risen to nearly 44%, while OpenAI’s hovered around 40%.
This dataset encompasses more than 70,000 American businesses utilizing Ramp’s bill pay and corporate card services, collectively spending billions. While Ramp’s client base spans various sectors, its prominence as a Silicon Valley corporate card means its users are heavily concentrated in the technology industry.
According to Ramp economist Ara Kharazian, a deeper analysis of recent data indicates that OpenAI is currently expanding faster than Anthropic within this segment during the third quarter. However, with one month remaining in the quarter—a significant period in the fast-paced AI landscape—the trend could reverse before the quarter ends. Ramp also withheld specific spending figures, providing only percentage breakdowns.
Adopting ChatGPT’s characteristic caution: This metric does not represent the entire market. It omits large enterprises that utilize spend-management tools from competitors like American Express rather than Ramp. Nevertheless, the data offers clear market signals, suggesting that Anthropic’s victory is not permanent. Companies frequently switch between providers as new models are released, creating volatility that should make investors in both companies question the true “stickiness” of enterprise AI spending.
“GPT-5.6 Sol is highly effective and increasingly becoming the preferred option for developers,” Kharazian noted on X regarding OpenAI’s recent growth. “Conversely, Fable 5 underperformed in both adoption and real-world application, largely due to price points and data retention mandates imposed by regulators,” he added.
This assessment may be overly simplistic. Fable, Anthropic’s premium model tier, commands a higher price but is designed for specialized use cases rather than general chatbot interactions. Nonetheless, Anthropic faced backlash after informing Fable users that their data would be retained for 30 days.
Ramp’s findings also indicate that both companies should see revenue growth, even as they compete for market share, because the overall market is expanding. The proportion of Ramp customers paying for AI services has been steadily increasing, surpassing 50% in March and reaching nearly 56% by July.
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With OpenAI and Anthropic still distant from their anticipated IPOs and the release of detailed financial reports, we must turn to alternative indicators to gauge their business performance. Ramp, a corporate credit card and expense management platform, has recently published compelling data revealing that OpenAI is rapidly closing the gap with Anthropic among U.S. enterprises.
OpenAI previously held a dominant position with both consumers and businesses, but it ceded its lead among Ramp’s paying business users in May. At that time, Anthropic captured 41% of the market share compared to OpenAI’s 39%. Since then, OpenAI has failed to reclaim that advantage. By July, Anthropic’s share had risen to nearly 44%, while OpenAI’s hovered around 40%.
This dataset encompasses more than 70,000 American businesses utilizing Ramp’s bill pay and corporate card services, collectively spending billions. While Ramp’s client base spans various sectors, its prominence as a Silicon Valley corporate card means its users are heavily concentrated in the technology industry.
According to Ramp economist Ara Kharazian, a deeper analysis of recent data indicates that OpenAI is currently expanding faster than Anthropic within this segment during the third quarter. However, with one month remaining in the quarter—a significant period in the fast-paced AI landscape—the trend could reverse before the quarter ends. Ramp also withheld specific spending figures, providing only percentage breakdowns.
Adopting ChatGPT’s characteristic caution: This metric does not represent the entire market. It omits large enterprises that utilize spend-management tools from competitors like American Express rather than Ramp. Nevertheless, the data offers clear market signals, suggesting that Anthropic’s victory is not permanent. Companies frequently switch between providers as new models are released, creating volatility that should make investors in both companies question the true “stickiness” of enterprise AI spending.
“GPT-5.6 Sol is highly effective and increasingly becoming the preferred option for developers,” Kharazian noted on X regarding OpenAI’s recent growth. “Conversely, Fable 5 underperformed in both adoption and real-world application, largely due to price points and data retention mandates imposed by regulators,” he added.
This assessment may be overly simplistic. Fable, Anthropic’s premium model tier, commands a higher price but is designed for specialized use cases rather than general chatbot interactions. Nonetheless, Anthropic faced backlash after informing Fable users that their data would be retained for 30 days.
Ramp’s findings also indicate that both companies should see revenue growth, even as they compete for market share, because the overall market is expanding. The proportion of Ramp customers paying for AI services has been steadily increasing, surpassing 50% in March and reaching nearly 56% by July.
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