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● TRACKER Updated 24d ago · 7 sources tracked

OpenAI is gaining on Anthropic with business users, new data indicates

OpenAI is increasing its share of business users and closing the gap with Anthropic, according to data from Ramp. While the company reports a revenue run rate exceeding $40 billion, it faces significant financial pressure, burning $12.3 billion per quarter. Growth in second-quarter sales appeared tepid compared to Anthropic, though OpenAI continues to attract more paying companies. Internal tension exists regarding the company's financial path, as the CFO reportedly downplays the importance of an initial public offering to staff.

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  • ✓ OpenAI's revenue run rate has surpassed $40 billion.
  • ✓ Data from Ramp shows OpenAI is gaining on Anthropic with business users.
🛡️ Source Corroboration: 7 independent reporting domains (70% confidence) ⏱ Read time: ~2 min

What changed

Ramp data indicates OpenAI is gaining ground on Anthropic in the business AI sector.

Live updates

  1. OpenAI Closes Gap with Anthropic Among Business Users

    OpenAI is increasing its share of business users and closing the gap with Anthropic, according to data from Ramp. While the company reports a revenue run rate exceeding $40 billion, it faces significant financial pressure, burning $12.3 billion per quarter. Growth in second-quarter sales appeared tepid compared to Anthropic, though OpenAI continues to attract more paying companies. Internal tension exists regarding the company's financial path, as the CFO reportedly downplays the importance of an initial public offering to staff.

    Why it matters

    The competition between OpenAI and Anthropic defines the current enterprise AI market. Both companies are moving toward potential IPOs, which will eventually require the public release of audited financials. Current market share is tracked through third-party spending data.

    What is confirmed

    • OpenAI's revenue run rate has surpassed $40 billion.
    • Data from Ramp shows OpenAI is gaining on Anthropic with business users.

    Still unconfirmed

    • OpenAI is burning $12.3 billion every quarter.
    • OpenAI's second-quarter sales growth was tepid compared to Anthropic.
    • The OpenAI CFO has downplayed the importance of an IPO to employees.

    What to watch next

    • Official release of financial statements from OpenAI or Anthropic
    • Confirmation of IPO filing dates
    • Updated spending data from Ramp regarding enterprise AI adoption
    Sources used for this update (7)
    1. Bloomberg.com — OpenAI’s Revenue Run Rate Tops $40 Billion Ahead of IPO
    2. wsj.com — Exclusive | OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic
    3. Gizmodo — ‘Another Fundraise’: OpenAI’s CFO Reportedly Downplays Importance of IPO to Staff
    4. TechCrunch — OpenAI is gaining on Anthropic with business users, new data indicates
    5. Yahoo Finance — OpenAI Is Burning $12.3 Billion a Quarter and the Rival It Created Just Passed It
    6. www.briefs.co — Ramp's Latest Data: OpenAI Gains on Anthropic in Business AI
    7. www.businessghana.com — OpenAI is gaining on Anthropic with business users, new data indicates
    confidence 70%
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