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CHART 1 • Anthropic now leads the AI industry
I don’t think we’ve ever seen a software industry this dynamic (if that’s the right word). Anthropic turned the cards on OpenAI in a matter of months this year. Watch to see!!
You would be mistaken in thinking that this is a duel between OpenAI and Anthropic. Both companies have led the market in Frontier models, introducing ever-powerful features and new capabilities since the start of this year.
There are, however, few things to bear in mind.
1. During this period the market grew tremendously. Total business AI adoption went from 35% to over 50%.
2. What’s insane is that Anthropic managed to take a disproportionate slice of that growth in a very short period of time.
3. These companies are not necessarily always rivals, nor are their products substitutes. Roughly 79% of Anthropic’s customers also pay for OpenAI.
Source: Eeagli
Ramp, which actually built this data set, confirmed that the churn between the two is nearly identical at 4% a month. So this was never really a switching story.
Within companies, teams might use both, side-by-side. Another reason is that different teams inside a company might use different frontier models for different tasks, from different providers.
So when you watch this chart, just be careful how you interpret it. This was not a knife fight between two tech giants, but a remarkable land grab by Anthropic while the market was still expanding.
Paid subscribers get access to the other four charts: companies’ model choices, Adobe’s software economics, billion-dollar AI start-ups and US technology concentration. Together, they show how adoption, revenue and market power are separating as the industry matures.
