wild how quickly enterprise spend moved once OpenAI had a strong frontier model in market.
OpenAI reached roughly 13% of enterprise AI spend versus Anthropic at about 8%.
also shows enterprise model loyalty is fairly weak. If another provider closes the quality gap, devs and companies can move workloads much faster than traditional enterprise software markets would suggest.
OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1...