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

New data indicates OpenAI is gaining ground on Anthropic with business users. The article says companies are willing to switch providers as each lab releases stronger models, raising questions about how sticky enterprise AI spending really is.

The trend suggests enterprise AI adoption may be more fluid than traditional software markets, where long contracts and integrations often create durable lock-in. If customers keep chasing the latest model performance, investors may need to discount assumptions about long-term retention for leading AI labs.