Updated
Updated · TechCrunch · Aug 20
OpenAI Gains on Anthropic in Q3 as AI Adoption Nears 56% Among 70,000 US Businesses
Updated
Updated · TechCrunch · Aug 20

OpenAI Gains on Anthropic in Q3 as AI Adoption Nears 56% Among 70,000 US Businesses

3 articles · Updated · TechCrunch · Aug 20

Summary

  • Ramp data from more than 70,000 US businesses shows OpenAI is growing faster than Anthropic so far in Q3, even though Anthropic still led in July with nearly 44% share versus OpenAI’s nearly 40%.
  • That shift appears tied to product reception: Ramp’s economist said OpenAI’s GPT-5.6 Sol is increasingly winning developers, while Anthropic’s Fable 5 disappointed on adoption and practical use.
  • Anthropic also faced backlash after telling Fable users it must retain their data for 30 days, a requirement that may have added to pressure on its higher-end offering.
  • The spending data is only a market signal—not a full industry read—because Ramp did not disclose dollar volumes and its customer base skews tech and excludes many large enterprises.
  • Even so, the broader market is still expanding: the share of Ramp customers paying for AI topped 50% in March and reached nearly 56% by July.

Insights

If Anthropic is stealing market share from OpenAI, could hidden enterprise contracts mean OpenAI still secretly dominates total revenue?
With AI costs skyrocketing since 2025, are businesses quietly abandoning frontier models for cheaper alternatives to save their budgets?
Why are finance teams suddenly treating AI like a volatile utility expense rather than a standard software subscription?