OpenAI narrows gap with Anthropic among business customers, according to Ramp data

New data from credit-card and expense-management firm Ramp show OpenAI, which lost the lead in May, is growing faster in the current quarter, but Anthropic still holds a sizable advantage.

In May Anthropic overtook OpenAI for the first time among 70 thousand U.S. businesses that pay through Ramp, capturing 41% market share versus OpenAI’s 39%. By July the picture had partially reversed: Anthropic at roughly 44%, OpenAI at roughly 40%. Ara Kharazian, Ramp’s economist, notes that in the third quarter to date OpenAI is expanding more quickly in this segment, although a full month remains in the quarter, in an AI landscape comparable to a geological era, and the trend could flip again. Ramp does not disclose dollar amounts, only percentages.

The sample is technology-biased, Ramp is popular in Silicon Valley, and it excludes large enterprises that manage expenses through American Express and similar providers. This is not a full market picture, but it clearly signals that the “stickiness” of AI spending in organizations is lower than investors hope: firms swing between vendors with each new model release.

According to Kharazian, GPT-5.6 Sol from OpenAI “is very good, and becomes the preferred choice for developers.” By contrast, Anthropic’s higher-priced Fable 5 disappointed both in adoption and real-world implementation, due to pricing and a regulator-mandated 30-day data-retention requirement. Anthropic faced sharp criticism after warning Fable users that their data would be retained for a month; the model targets more focused use cases than a general-purpose chatbot, but the retention demand became a hurdle.

Despite the tussle over share, both firms are expected to see revenue growth because the pie itself is widening. The proportion of Ramp customers paying for AI rose from 50% in March to 56% in July. Volatility between suppliers does not halt adoption; it merely reallocates the pie each quarter.