SaaStr: OpenAI 36% vs Anthropic 12% Enterprise Penetration on Ramp — But Velocity Curves Show Anthropic Closing the Gap Fast

SaaStr·medium signal

Ramp spending data cited by SaaStr shows OpenAI at 36% enterprise penetration vs Anthropic at 12% across corporate cards tracked on the Ramp platform, but Anthropic is growing faster in absolute new customer additions. OpenAI is at $12B ARR vs Anthropic $4B ARR, but the revenue gap has compressed from 20x in 2022 to 3x today; Anthropic is projected to reach $9B ARR by year-end 2026. For SaaS vendors, the implication is that enterprise spend is bifurcating between two AI platform winners rather than distributing broadly.