New data from Ramp, the corporate credit card and expense management company, indicates that OpenAI is gaining on Anthropic with U.S. business users. The data, which covers more than 70,000 American businesses that spend billions via Ramp’s bill pay and corporate card products, shows that OpenAI has started to close the gap in market share. As of July, Anthropic has nearly 44% market share, while OpenAI has nearly 40%. This marks a shift from May, when Anthropic held a 41% share to OpenAI’s 39%. OpenAI, which was once the runaway leader with both businesses and consumers, lost the lead among Ramp’s paying business users back in May.
According to Ramp economist Ara Kharazian, OpenAI is currently growing faster among this segment in Q3 to date than Anthropic. However, there’s still a month left in the quarter, and the trend could easily shift again. Ramp declined to provide actual dollars spent, sharing only percentages. The data excludes large enterprises that use spend-management tools from providers like American Express, rather than Ramp. Despite this, the data is enough to show market indications. It suggests that Anthropic hasn’t won permanently, as businesses are willing to switch between models as each lab releases new offerings.
Ramp’s data also suggests that both companies should be growing business revenue, even as they compete for market share, because the market overall is expanding. The percentage of companies that pay for AI among these Ramp customers has been steadily climbing, reaching nearly 56% by July. This indicates a growing demand for AI services, even as companies continue to evaluate different providers and models. Source: techcrunch
