Ramp data: enterprise AI loyalty is fragile as OpenAI claws back on Anthropic
Ramp's spend data across 70,000+ U.S. businesses shows enterprise AI loyalty is thin. Anthropic took the lead from OpenAI back in May and now holds ~44% of paying accounts to OpenAI's ~40%, but OpenAI is growing faster this quarter, boosted by GPT-5.6 Sol while Anthropic's pricier Fable tier struggles, partly due to its 30-day data-retention mandate. Investors in both labs should treat "sticky" enterprise AI spending with suspicion.