Ramp: Anthropic Maintains Edge Over OpenAI as Paid Usage Reaches 56%

At Ramp's clients, paid adoption of AI has surpassed half of the companies since March and is approaching 56% in July. Anthropic has been leading in this area since May (41% versus 39%), with nearly 44% in July compared to almost 40% for OpenAI. According to Ramp economist Ara Kharazian, OpenAI is, however, growing faster in the third quarter at this stage, with a trend that may still evolve. The game is played on a tech-oriented sample, measured in percentages, amidst debates surrounding models and data retention.

At Ramp, paid AI usage rises from 50% to nearly 56%

Among Ramp's client companies, the proportion of firms paying for AI tools is steadily increasing. It crossed the 50% threshold in March and reached almost 56% in July. According to insights drawn from this data, both OpenAI and Anthropic are expected to see their business revenues increase as the market expands.

Since May, Anthropic has maintained the lead over OpenAI among these clients

OpenAI lost its status as the leader among Ramp's paying professional users in May. At that time, Anthropic held a 41% market share, compared to 39% for OpenAI, and this lead has not been reclaimed since. In July, the gap persists in this area, with nearly 44% for Anthropic and almost 40% for OpenAI.

A large but partial and tech-oriented sample

Ramp's data encompasses over 70,000 American companies, which spend billions through its invoice payment solutions and professional credit cards. Although this clientele is spread across various sectors, it remains primarily concentrated in the technology field. Ramp has not disclosed absolute amounts, only percentages. This scope does not claim to measure the total market and notably excludes large groups equipped with expense management tools from players like American Express.

Recent growth for OpenAI and debate around Fable and data

Ramp economist Ara Kharazian notes that OpenAI is currently growing faster than Anthropic in the third quarter among these companies. There is one month left in the quarter, and the trend could still change before its conclusion. On X, Kharazian praises "GPT-5.6 Sol," deemed highly effective and increasingly favored by developers, and believes that "Fable 5" has disappointed in terms of adoption and real-world applications given its price and the data retention requirements imposed by regulators. Fable is Anthropic's high-end model, expensive and designed for more targeted uses than a general-purpose chatbot. Additionally, Anthropic has warned Fable users that it must retain their data for 30 days, an announcement that has sparked outraged reactions.