OpenAI Is Adding Business Users Faster Than Anthropic. That May Matter More Than Valuation

New data shows the ChatGPT maker outpacing Anthropic among business customers, even as its rival remains the revenue leader.

Two months after losing its status as the artificial intelligence tool of choice among American businesses, OpenAI is regaining ground on Anthropic.

The latest data from the corporate expense management company Ramp shows that spending on the ChatGPT maker’s products by business customers is growing 82 percent quarter over quarter, versus 76 percent for Anthropic.

Anthropic overtook OpenAI among Ramp’s paying business customers

Anthropic overtook OpenAI among Ramp’s paying business customers for the first time in May, capturing a 41 percent market share compared with OpenAI’s 39 percent. As of July, Anthropic’s share had increased to nearly 44 percent, while OpenAI’s rose to almost 40 percent.

But the numbers indicate a shift in momentum.

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“Why?” Ramp Lead Economist Ara Kharazian wrote on X. OpenAI’s GPT-5.6 Sol“is really good, increasingly the choice for developers. [Anthropic’s Claude] Fable 5, meanwhile, disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators.”

OpenAI’s rebound may also be linked to the company’s decision to dramatically lower the cost of its two newest models just three weeks after their release. Luna’s price was slashed 80 percent, to 20¢ for 1 million input tokens and $1.20 for 1 million output tokens. Terra prices were reduced by 20 percent, to $2 for 1 million input tokens and $12 for 1 million output tokens.

“Businesses are willing to flop back and forth as each lab releases new models,” TechCrunch reported, adding that the volatility “should give both companies’ investors pause about how ‘sticky’ enterprise spending really is.”

Source: www.inc.com