Ramp's August AI Index, built from what its corporate customers actually pay for, puts Anthropic at 43.5% of eligible US businesses in July, up 1.1 points on the month, against OpenAI at 39.7%, up 0.23. xAI sits at 4%.
So Anthropic keeps extending its lead on adoption. Then you look at what the money does inside each vendor. GPT-5.6 Sol took 25% of OpenAI tokens and 23% of OpenAI spend. Anthropic's newer Fable 5, a month after launch, took 6% of Anthropic tokens and 11.4% of the dollars.
⚠️ Two caveats worth carrying. Ramp only sees its own customers, and its economist notes this particular sample "skews slightly more tech-y" than usual. Separately, TechCrunch reported on 20 August that OpenAI has been growing faster than Anthropic so far in Q3.
📈 The honest summary: signing up is cheap, tokens are not. Share counted in logos and share counted in invoices are two different races, and right now nobody is winning both 🧾
