As OpenAI and Anthropic approach their anticipated IPOs and the subsequent release of their financial disclosures, market observers must currently rely on alternative data sources to gauge their business performance. One such source, Ramp, a prominent corporate credit card and expense management firm, has unveiled noteworthy new data indicating that OpenAI is experiencing a resurgence in market share among US businesses, now closing the gap on Anthropic.
OpenAI, once the undisputed leader for both business and consumer segments, ceded its dominant position among Ramp's paying business users in May. At that time, Anthropic achieved a 41% market share compared to OpenAI's 39%. The creator of ChatGPT has not since reclaimed that lead, with figures for July showing Anthropic holding nearly 44% to OpenAI's approximately 40%.
This comprehensive dataset encompasses spending by over 70,000 American businesses, channeling billions through Ramp’s bill pay and corporate card offerings. While Ramp’s clientele spans various industries, its strong presence as a popular corporate credit card in Silicon Valley means its data tends to lean towards the technology sector.
According to Ramp economist Ara Kharazian, a deeper dive into the most recent data reveals that OpenAI is currently exhibiting faster growth than Anthropic within this segment for Q3 to date. However, it is crucial to note that with a month remaining in the quarter—a period akin to "30 AI years" given the rapid pace of innovation—this trend could easily shift. Ramp chose to disclose only percentages, without providing actual dollar amounts spent.
Adopting a cautious tone, akin to ChatGPT's own hedging style, it's important to clarify that this data does not represent the entire market. It specifically excludes large enterprises that utilize spend-management solutions from providers such as American Express, rather than Ramp. Nevertheless, it offers sufficient insight to indicate market dynamics. The findings suggest that Anthropic’s current lead is not permanent, as businesses demonstrate a willingness to switch between providers as each lab releases new models. This observed volatility should prompt investors in both companies to consider the true "stickiness" of enterprise AI spending.
Commenting on OpenAI's renewed growth, Kharazian shared on X, saying, "GPT-5.6 Sol is really good, increasingly the choice for developers." He contrasted this with Anthropic's offering, stating, "Fable 5, meanwhile, disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators."
While Kharazian's assessment might be a simplification, Fable—Anthropic’s premium model tier—is indeed costly but is also engineered for more specialized use cases than a general-purpose chatbot. Nonetheless, Anthropic did provoke some controversy when it informed Fable users that their data would be retained for 30 days.
Ramp’s data also suggests a positive outlook for both companies' business revenues, even amidst their intense competition for market share. This is attributed to the overall expansion of the AI market. The proportion of Ramp customers paying for AI services has shown a consistent upward trajectory, surpassing 50% in March and reaching nearly 56% by July.
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