Anthropic pulls ahead of OpenAI in enterprise business
Five charts to start your day
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CHART 1 • Anthropic pulls ahead of OpenAI in enterprise business
OpenAI still owns much of the public imagination. The surprise in Ramp’s spending data, which you can see in the chart below, is that being first to market does not guarantee loyalty. Among US businesses paying for AI tools, Anthropic has caught up through its ruthless pursuit of enterprise revenue.
As a business owner myself, I think recurring spend is a better test of endurance than launch buzz. Claude appears to have found its way into coding teams and knowledge-work routines. But there is one issue that is not discussed enough – cost. Claude Code is very expensive compared with OpenAI’s tools, including Codex. Personally, I have found Codex far more stable and reliable. I have even built my own agents using it, without the hype, drama and wild claims that are constantly posted on social media.
If token bills rise faster than productivity, finance departments will become the real AI sceptics. In my opinion, they are already starting to wise up. The commercial race is no longer about whose model sounds cleverest. It is about whose tool survives budget review.
Source: Chartr
The useful lesson I have learnt about money is that it is less impressive than people. It does not clap at demos, which I learnt when launching Eeagli. It renews the subscription, funds the Azure server you are using and allows you to keep getting better at what you do. But behind that money is someone who believes in you and what you are building.
Paid subscribers get access to the other four charts: NVIDIA’s data-centre revenue surge, Oracle’s AI cash-flow squeeze, the split inside technology shares and the spread of AI research through economics. Together, they show where the AI boom is turning from story into measurable strain.
