Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost (Ara Kharazian/Ramp)

Ara Kharazian / Ramp: Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost — Dear Colleagues: Today's letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI.

Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (Berber Jin/Wall Street Journal)
Sources: OpenAI is considering drastically lowering its price for tokens in anticipation of similar cuts the company expects at Anthropic (Wall Street Journal)
Source: OpenAI engineers earlier this month told some colleagues they had figured out a way to more than halve the cost of inference (Stephanie Palazzolo/The Information)
Internal memo: OpenAI Chief Revenue Officer says Anthropic is 'grossing up rev share with Amazon and Google' and overstating its 'run rate by roughly $8B' (Hayden Field/The Verge)

Source: Techmeme | 2026-08-13

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