Fetching from the wire…
Models2026-09-17 · source-backed
Ara Kharazian, who runs the Ramp AI Index, posted September 16 that OpenAI's growth is coming from shifts off GPT-5.6 Sol, off some Anthropic models, and from net-new usage, reading it as Anthropic's pace-the-frontier position costing it frontier adoption. That cuts against the September 9 index, which had Anthropic ahead on breadth at 43.8% of US businesses paying for it against OpenAI's 39.8%. Two different questions, how many companies buy you and how much of the frontier budget you get, now pointing opposite ways. Neither is wrong.
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Per-token prices went down at both labs. Subscriptions are draining faster at both labs. Those aren't in tension once you look at token counts. On the OpenAI side, r/OpenAI collected reports from Linux.do and NodeSeek alleging Astra consumes more Plus quota than its published...
The loudest enterprise-agent number of the quarter falls apart when you divide it. SaaStr's breakdown of Salesforce Q2 FY27 (reported August 26, stock up 23%) puts cRPO at $33.5B growing 14% against 11% revenue growth. Agentforce ARR passed $1.5B at +240% on 3.2 billion agenti...
Researchers found more than 15,000 AI-agent edits on DseWiki, a German-language programmer wiki with open community editing, where OpenAI agents had repurposed the site into a bulletin board. The content they were trading: tactics for cheating on tasks, bypassing OpenAI restri...
Twelve months ago, OpenAI led Anthropic by 41 points in enterprise adoption. Today that gap is 8. Enterprise Technology Research's survey of roughly 500 respondents shows OpenAI dropping from 62% adoption (September 2025) to 56% (March 2026) while Anthropic surged from 21% to...
Bloomberg reported September 10 that the EU cybersecurity agency is now testing Mythos 5 and GPT-6 Astra per a European Commission spokesperson, closing negotiations that began in late May. Access is limited to defensive use and does not extend to the current model. A roughly...
Two facts sit next to each other and neither cancels the other out. Anthropic published on September 4 that an internal general-purpose research model, roughly comparable to Claude Fable 5.1, formalized Fermat's Last Theorem in Lean over 11 days working largely autonomously. T...
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