Welcome to Eye on AI. In this edition…Anthropic is winning over business customers, but how are its own engineers using its Claude AI models…OpenAI CEO Sam Altman declares a “code red”…Apple reboots its AI efforts—again…Former OpenAI chief scientist Ilya Sutskever says “it’s back to the age of research” as LLMs won’t deliver AGI…Is AI adoption slowing?
OpenAI certainly has the most recognizable brand in AI. As company founder and CEO Sam Altman said in a recent memo to staff, “ChatGPT is AI to most people.” But while OpenAI is increasingly focused on the consumer market—and, according to news reports declaring “a code red” in response to new, rival AI models from Google (see the “Eye on AI News” section below)—it may already be lagging in the competition for enterprise AI. In this battle for corporate tech budgets, one company has quietly emerged as the vendor big business customers seem to prefer: Anthropic.
Anthropic has, according to some research, moved past OpenAI in enterprise marketshare. A Menlo Ventures survey from the summer showed Anthropic with a 32% market share by model usage compared to OpenAI’s 25% and Google’s 20%. (OpenAI disputes these numbers, noting that Menlo Ventures is an Anthropic investor and that the survey had a small sample size. It says that it has 1 million paying business customers compared to Anthropic’s 330,000.) But estimates in a HSBC research report on OpenAI that was published last week also give Anthropic a 40% marketshare by total AI spending compared to OpenAI’s 29% and Google’s 22%.
