ChatGPT Is Losing Ground to Rivals—Here Are Some Numbers
Ramp lead economist Ara Kharazian called it “a stunning reversal.” A year ago, only 9% of businesses on the platform were paying for Anthropic at all. That number has now quadrupled. OpenAI, meanwhile, grew its business adoption by just 0.3% over the same 12 months. The engine behind Anthropic‘s business surge is largely Claude Code, the company’s agentic coding tool, which has been expanding rapidly in developer teams at firms of every size. Ubers CTO publicly noted the company blew through its entire 2026 AI budget in four months—driven largely by Claude Code usage—with per-engineer monthly API costs running between $500 and $2,000. One nuance the Ramp data can‘t fully capture: OpenAI pushed back through a spokesperson, noting that its biggest enterprise deals don’t flow through corporate cards. “We are driving enterprise transformation at scale,” the company said, per Axios. “These are not engagements where customers pay with a credit card.” That‘s a fair point—Ramp’s methodology captures a wide but imperfect slice of business spending. Still, Ramp doesn‘t think the lead will be easy to hold. The report flagged three specific risks: Anthropic’s token-based pricing model incentivizes pushing users toward more expensive models; Claude has experienced service outages and quality complaints in recent








