Source: Financial Times
Anthropic's paid business customer base jumped 6.2 percentage points month-over-month to 30.6% of US businesses, nearly closing the gap with OpenAI's stalled 35% adoption rate. The acceleration shows real competitive pressure in the enterprise LLM market. Anthropic's Claude is displacing OpenAI through technical improvements and a direct sales push that appeals to risk-averse corporate buyers, not price alone. OpenAI's flat numbers despite ChatGPT's brand dominance suggest the installed base isn't expanding, only consolidating. The contest isn't whether enterprises adopt AI, but whose platform becomes standard.