OpenAI is gaining on Anthropic with business users, new data indicates
Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how "sticky" enterprise AI spending really is.
Data from a corporate credit card company tracking spending across more than 70,000 American businesses shows that one AI company has recently begun gaining market share on its competitor among business users. Until May, the two companies had roughly equal shares, but one had pulled ahead to 44 percent by July while the other held 40 percent. The data matters because the two companies have not yet released public financials ahead of planned initial public offerings, making this spending data one of the few available indicators of their business performance. The volatility in market share between the two companies suggests that businesses switch between their offerings as new models are released, raising questions about how stable enterprise AI spending will be long-term.
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