Anthropic is catching up to OpenAI in the realm of business AI.

Brief overview of the situation

* In February Anthropic’s subscriptions grew by 4.9 % compared with the previous month, while OpenAI’s share fell by almost 1.5 %.

* Despite the decline, OpenAI still leads: 34.4 % of the corporate market versus 24.4 % for Anthropic. The gap is narrowing, especially after the scandal surrounding military collaboration and increased interest in Claude.

What experts say
Economist Key takeaways Ramp Ara Kharazian • Almost every fourth company at Ramp now uses Anthropic, whereas a year ago it was 1 out of 25.
• OpenAI’s share decline of 1.5 % is the strongest among all AI producers throughout the observation history.
• New clients choose Anthropic in ~70 % of cases.

Critical view • OpenAI is revising its strategy, strengthening focus on the business segment and software developers – exactly where Anthropic shows growth.

Conflict with the U.S. Department of Defense
1. Situation

* At the end of January Reuters reported disagreements: Anthropic refused to lift protective restrictions from models so they would be suitable for military purposes.

* In February the company openly opposed pressure from DoW.

2. Consequences

* On March 4 Anthropic received a notice that it is considered a “high‑risk organization” for the U.S. national security supply chain.

* The company filed a lawsuit, contesting exclusion from engagement with DoW.

3. Market reaction

* According to Sensor Tower, the conflict coincided with a spike in Claude downloads and an increase in ChatGPT subscription cancellations.

* Speculation arose that OpenAI’s partnership with Pentagon and Sam Altman’s stance could negatively affect its image.

“Public support” and demand impact
* After the conflict, public statements were made by:

* Katy Perry – American singer.

* Brian Schatz – U.S. senator.

* Kharazian notes that Anthropic changed its positioning, and a certain audience noticed it. These are users willing to pay from $20 to $200 per month for access to Claude who are dissatisfied with OpenAI’s advertising in ChatGPT.

Financial growth
* February: Anthropic’s annual revenue pace – $14 billion.

* The company announced an additional $30 billion of investment.

* In a court filing, Krishna Rao, CFO, indicated that since the commercial launch the company has already earned over $5 billion.

Conclusion: Anthropic is accelerating growth in the corporate AI market despite the political conflict and OpenAI’s share decline. The company attracts new clients, strengthens its positioning, and continues to demonstrate significant financial gains.