The AI spending flip

Anthropic is now capturing over 73 percent of all spending among companies buying AI tools for the first time, according to customer data from Ramp. Just 10 weeks ago, the split with OpenAI was 50/50. It was 60/40 in OpenAI's favor as recently as early December. Amid the tightening race, the Wall Street Journal reported 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. While OpenAI is the most popular chatbot for consumers, it's losing money from them since it's subsidizing the cost of their token usage. Still, OpenAI says it's on pace to generate $25 billion in revenue this year, versus Anthropic's $19 billion. But Anthropic appears to be accelerating faster.