OpenAI finds a crack in Anthropic's business AI lead
Executive Take
Anthropic wins on adoption but OpenAI's cheaper model is pulling more dollars, which undercuts Anthropic's bet that businesses will pay a premium for top-tier AI ahead of its IPO. Buyers are choosing cost over cutting-edge performance.
Executive Summary
Ramp's July AI Index shows Anthropic still leads OpenAI in business adoption, with 43.5% of US firms paying for its products versus 39.7% for OpenAI. But OpenAI's GPT-5.6 Sol generated more spend than Anthropic's top model Fable 5, which drew only 75% as much. xAI rose to 4% share and Google fell to 6.2%.
Why It Matters
Technology and AI leaders benchmarking vendor spend should note that price, not just capability, is now driving enterprise AI adoption decisions. This shifts the calculus for anyone negotiating AI contracts or planning IPO-linked vendor bets.
Bizquad Perspective
The real story isn't Anthropic versus OpenAI, it's that coding agents are quietly becoming the biggest and most unpredictable line item in corporate software budgets.