What Landed
The Ramp AI Index (May 2026) shows Anthropic overtaking OpenAI in enterprise adoption share for the first time: 34.4% versus 32.3%. Anthropic's enterprise growth has been near-vertical for roughly 12 months against a flat OpenAI curve, and Anthropic's revenue now exceeds OpenAI's. Matthew Berman also cites Dario Amodei's claim of 80x growth, which Berman treats as credible without independent verification.
Why It Matters
A revenue crossover is a harder signal than adoption survey data and suggests Anthropic is winning higher-value contracts, not just trials. But enterprise AI adoption overall is still only ~50%, so this share flip is happening in half the eventual market, not the whole of it. For BlueAlly, the relevant fact is directional (Anthropic's commercial position has strengthened materially), not the specific percentages, which come from one survey vendor and one unverified growth claim from Anthropic's own CEO.
Worth Raising With Customers
- Customers who standardized on OpenAI APIs or fine-tunes should be asked whether their agent frameworks and tooling are provider-portable, since switching costs are easy to underestimate until a vendor's relative position shifts.
- Frame this as a data point for vendor-risk reviews, not a signal to migrate: the Ramp Index is one source, and Amodei's 80x figure is unverified.