---
title: "OpenAI is gaining on Anthropic with business users, new data indicates"
source: "TechCrunch：AI（RSS）"
source_tier: "t2"
url: "https://techcrunch.com/2026/08/20/openai-is-gaining-on-anthropic-with-business-users-new-data-indicates/"
permalink: "https://feed.astralor.com/items/itm_093a040722715e604d6f38f2"
published: "2026-08-20T22:36:37.000Z"
score: 68
channel: "ai"
tags: ["Anthropic","OpenAI","Enterprise AI","Model Competition"]
---

# OpenAI is gaining on Anthropic with business users, new data indicates

## AI commentary

> The most striking takeaway for investors is that enterprise customers are not "buy and hold"; they constantly switch models like short-term contracts. For those focused on AI infra and model-layer startups, this reminds us that the core moat may not be model quality alone, but distribution channels and enterprise service capability.

## At a glance

New market data shows OpenAI is closing the gap with Anthropic among business users. However, enterprise customers frequently switch vendors whenever a lab releases new models, suggesting that the "stickiness" of enterprise AI spending may be far lower than investors expect. As model iteration accelerates, both companies face churn risks, prompting investors to reassess revenue sustainability and moats.

## Key points

- OpenAI is catching up to Anthropic in the enterprise user market share.
- Enterprise customers frequently switch vendors based on model releases, showing limited loyalty.
- The data hints at weak stickiness in enterprise AI spending, warning investors of revenue volatility.

## Full text

Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how "sticky" enterprise AI spending really is.

---

Verify against the original before citing; curated by Astral Feed: https://feed.astralor.com/items/itm_093a040722715e604d6f38f2