Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp. Why it matters: The AI race is shifting from who has the best model to who can monetize the fastest — and Anthropic is pulling ahead with the customers that matter most: enterprises.
By the numbers: Just 10 weeks ago, the split with OpenAI was 50/50. It was 60/40 in OpenAI's favor as recently as early December. Between the lines: Amid the tightening race, the Wall Street Journal reported Tuesday that OpenAI is considering a strategy shift, from its wide-ranging consumer bets (like video generators, browsers and devices) to a tighter focus on enterprise. Reality check: OpenAI says it's on pace to generate $25 billion in revenue this year, versus Anthropic's $19 billion. Yes, but: Multiple Fortune 500 executives tell Axios they don't want to pick just one model yet, given how fast the technology is evolving. Zoom out: The battle comes as we've entered an "inflection point" in the AI race, according to Circle CEO Jeremy Allaire. The bottom line: AI companies are building the plane while it's flying.