What happened
Per Ramp’s March 2026 AI Index, Anthropic’s business subscription share grew 4.9% in February while OpenAI’s fell 1.5%, OpenAI’s largest single-month decline ever tracked. Among first-time AI buyers, Anthropic now wins 70% of head-to-head matchups.
Reported by The Register. Our analysis is below.
The EMOR AI take
When 1 in 4 businesses are paying for the AI we build on, it validates our entire stack. Anthropic winning enterprise deals at this rate means the tools powering our client systems are becoming the industry default.
Winning first-time buyers matters more than it sounds, because those early choices harden into the standard a whole category builds around. Aligning your systems with where new buyers are landing keeps you compatible with the tools and talent flowing the same way. You build alongside the market, not against its current.
What this means for your business
- Align systems with where new AI buyers land
- Build on the platform becoming your category standard
- Stay compatible with the tools and talent flowing in
Read the original report
The Register
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