OpenAI gains ground on Anthropic in enterprise AI market

New data reported by TechCrunch shows OpenAI narrowing Anthropic's lead among business customers. Companies frequently switch between the two labs' models as each releases updates, rather than staying loyal to one vendor.

Why it matters: This volatility undercuts the assumption that enterprise AI spending is "sticky," meaning neither lab can bank on long-term revenue without continuously shipping best-in-class models. It raises the stakes of each new release as a genuine competitive event and should give investors in both companies pause about retention-based valuations.