New data from Ramp, the corporate card and expense-management firm, indicates shifting market shares between OpenAI and Anthropic among U.S. business customers. Anthropic led in Ramp’s sample for several months, but Ramp’s economist says OpenAI’s recent growth has narrowed the gap.
Market shares and sample limits
Ramp reports that Anthropic reached roughly 41% market share in May compared with OpenAI’s 39%, and by July Anthropic’s share rose to nearly 44% while OpenAI held nearly 40%. The dataset covers more than 70,000 American businesses that use Ramp’s bill pay and corporate card products. Ramp declined to provide dollar figures and shared only percentage-based market shares.
The company’s customers span industries but skew toward the tech sector, and Ramp’s data exclude large enterprises that use other spend-management providers such as American Express. Ramp’s economist Ara Kharazian cautioned that reported Q3 growth trends could change before the quarter ends.
Model adoption, pricing and data rules
Ramp’s account of developer and customer preferences includes comments attributed to Ara Kharazian on X, who wrote that “GPT-5.6 Sol is really good, increasingly the choice for developers.” He also posted that “Fable 5, meanwhile, disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators.”
Reports note that Fable, Anthropic’s higher-end model tier, is designed for a narrower set of use cases and carries higher pricing. Anthropic also warned some Fable users that the model would retain their data for 30 days, a policy that drew criticism from parts of the user base.
Ramp’s figures also indicate that the share of Ramp customers paying for AI products has grown overall, topping 50% in March and reaching nearly 56% by July. Those concrete percentages underline rising business adoption within Ramp’s customer base even as vendor market share fluctuates.
Original source: TechCrunch AI