新数据显示：OpenAI 正在企业用户市场追赶 Anthropic

在 OpenAI 和 Anthropic 都接近其计划中的 IPO、从而需要披露财务数据之前，我们只能从其他来源寻找其业务表现的迹象。其中一个来源是企业信用卡及费用管理公司 Ramp，该公司刚刚发布了一组令人意外的新数据：OpenAI 已开始在美国企业市场追赶 Anthropic。

OpenAI 曾经在企业和消费者市场都遥遥领先，但在 Ramp 的付费企业用户中，它早在 5 月就失去了领先地位。当时 Anthropic 的市场份额达到 41%，OpenAI 为 39%。ChatGPT 的开发商此后一直未能重夺领先位置。截至 7 月，Anthropic 的份额接近 44%，OpenAI 则接近 40%。

这份数据覆盖了超过 7 万家通过 Ramp 账单支付和企业卡产品支出数十亿美元的美国企业。Ramp 的客户分布于各个行业，但作为硅谷颇受欢迎的企业信用卡，其客户确实更偏向科技行业。

Ramp 经济学家 Ara Kharazian 表示，进一步观察最新数据可以发现，在第三季度迄今为止，这一细分市场中 OpenAI 的增长速度目前快于 Anthropic。需要注意的是，本季度还剩一个月，而这相当于 30 个 AI 年，因此趋势完全可能在季度结束前再次转变。Ramp 也拒绝提供实际支出金额，仅分享了百分比数据。

借用一下 ChatGPT 惯用的保留式表述：这并不是对整体市场的衡量。它不包括那些使用 American Express 等服务商的支出管理工具、而非 Ramp 的大型企业。但这些数据足以反映市场动向。而它所显示的是，Anthropic 并未永久获胜。随着各家实验室发布新模型，企业愿意在不同供应商之间来回切换；这种波动性应当让两家公司的投资者重新思考，企业 AI 支出究竟有多大“黏性”。

Kharazian 在谈及 OpenAI 的最新增长时发文称：“GPT-5.6 Sol 非常出色，正日益成为开发者的首选。”他继续写道：“与此同时，Fable 5 在采用率和实际应用方面都令人失望，原因在于其价格，以及监管机构施加的数据保留要求。”

这或许是过度简化的说法。Fable——Anthropic 的高端模型层级——价格昂贵，但它面向的用例也比通用聊天机器人更具针对性。尽管如此，当 Anthropic 警告 Fable 用户其必须将用户数据保留 30 天时，确实引发了一些愤怒。

Ramp 的数据还表明，尽管两家公司为争夺市场份额激烈交锋，但由于整体市场正在扩张，它们的企业营收都应该在增长。在这些 Ramp 客户中，付费使用 AI 的公司比例一直稳步上升：该比例在 3 月超过 50%，到 7 月已接近 56%。

Until both OpenAI and Anthropic get close enough to their planned IPOs to release their financials, we have to look to other sources for signs of how well their businesses are doing. One of those sources, Ramp, the corporate credit card and expense management company, has just released some surprising new data: OpenAI has started gaining on Anthropic with U.S. businesses.

OpenAI, which was once the runaway leader with both businesses and consumers, lost the lead among Ramp’s paying business users back in May. That’s when Anthropic hit 41% market share to OpenAI’s 39%. The ChatGPT maker has never regained that lead. As of July, Anthropic has nearly 44% to OpenAI’s nearly 40%.

The data covers more than 70,000 American businesses that spend billions via Ramp’s bill pay and corporate card products. Ramp’s customers are spread across industries but, as a popular Silicon Valley corporate credit card, they do skew toward the tech industry.

A closer look at the most recent data, according to Ramp economist Ara Kharazian, shows that OpenAI is currently growing faster among this segment in Q3 to date than Anthropic. Mind you, there’s still a month left in the quarter and that’s like 30 AI years, so the trend could easily shift again before it’s over. Ramp also declined to provide actual dollars spent, sharing only percentages.

To borrow ChatGPT’s own hedging style for a moment: This isn’t a measure of the total market. It excludes large enterprises that use spend-management tools from providers like American Express, rather than Ramp. But it’s enough data to show market indications. And what it shows is that Anthropic hasn’t won permanently. Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies’ investors pause about how “sticky” enterprise AI spending really is.

“GPT-5.6 Sol is really good, increasingly the choice for developers,” Kharazian posted on X about OpenAI’s new growth. “Fable 5, meanwhile, disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators,” he continued.

That may be an over simplification. Fable — Anthropic’s higher-end model tier — is expensive but it’s also built for a more targeted set of use cases than a general chatbot. Still, Anthropic did cause some outrage when it warned Fable users that it must retain their data for 30 days.

Ramp’s data also suggests that both companies should be growing business revenue, even as they duke it out for market share, because the market overall is expanding. The percentage of companies that pay for AI among these Ramp customers has been steadily climbing. It topped 50% in March. It reached nearly 56% by July.