market share

US companies are spending less on AI even as usage hit a record high at the end of September, according to the latest Ramp AI Index. Ramp economist Ara Kharazian attributes the drop almost entirely to price competition between OpenAI and Anthropic. In the last week of September, Anthropic took 51% of token spending and OpenAI 44.5%.

Three independent data sources — Pangram, OpenRouter, and Similarweb — indicate Google's Gemini is losing market share to ChatGPT and Claude. Pangram reports Gemini's share fell from 12% to 1.9% between tracking periods, while Anthropic climbed from 4.3% to 14.9%.