Corporate credit card and expense management company Ramp has released new data showing OpenAI is gaining ground on Anthropic among US business users, narrowing a market share gap that opened earlier this year. The data, drawn from more than 70,000 American businesses spending billions through Ramp bill pay and corporate card products, reveals a fluid competitive landscape where companies readily switch between AI providers as new models launch. Ramp economist Ara Kharazian shared the findings on social media, noting that GPT-5.6 Sol has become an increasingly popular choice among developers.
The Shifting Enterprise Landscape
Anthropic had seized the lead among Ramp paying business users back in May, when Claude maker hit 41% market share compared to OpenAI 39%. That gap widened further by July, with Anthropic reaching nearly 44% to OpenAI nearly 40%. However, the most recent Q3 data shows OpenAI growing faster than Anthropic within the Ramp customer base, suggesting the lead may be stabilizing or reversing.
The volatility underscores a critical dynamic in the enterprise AI market: customer loyalty appears limited. Businesses are willing to switch providers as each lab releases new models, a pattern that should give both companies investors pause about how sticky enterprise AI spending really is. Ramp customers span multiple industries, though they skew toward the technology sector given the platform popularity in Silicon Valley.
Kharazian pointed to several factors driving the shift. OpenAI new GPT-5.6 Sol model has been well received by developers, while Anthropic Fable 5 model has faced headwinds. Fable is priced higher and is designed for more targeted use cases than a general chatbot, and Anthropic drew criticism when it warned Fable users that it must retain their data for 30 days under regulatory requirements.
A Growing Overall Market
Despite the competitive back-and-forth, Ramp data suggests both companies should be growing business revenue because the overall market is expanding. The percentage of companies paying for AI among Ramp customers has climbed steadily, topping 50% in March and reaching nearly 56% by July. This means the pie is getting larger even as the slices shift between providers.
GPT-5.6 Sol is really good, increasingly the choice for developers, Kharazian posted on X, while noting that Fable 5 disappointed both in adoption and real-world application given price and data retention requirements imposed by regulators.
Both OpenAI and Anthropic have filed confidential IPO documents with US regulators and are targeting public listings at valuations approaching one trillion dollars. The enterprise market data will be closely watched by investors evaluating which company can sustain revenue growth and customer retention in an increasingly crowded field that also includes Google Gemini and various Chinese AI models.
The Ramp dataset excludes large enterprises that use spend management tools from providers like American Express, so it does not capture the full market. Still, it provides one of the most concrete pictures available of how AI spending patterns are evolving at mid-market companies, just as both leading AI labs approach their highly anticipated public debuts.
Sources: TechCrunch; Ramp; X/Twitter
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