Good morning, AI enthusiasts.
Just two months ago, OpenAI’s Fidji Simo reportedly warned staff that the company was in “code red” as Anthropic gained momentum in enterprise AI. Now, new spending data suggests the race may have officially shifted.
In today’s AI rundown:
Anthropic overtakes OpenAI in enterprise AI adoption
Amazon pushes deeper into AI shopping with Alexa+
Anthropic pulls ahead in the business AI market
Fintech company Ramp just released its latest AI Index, and for the first time, Anthropic has pulled ahead of OpenAI in paid business adoption. Over the past year, Anthropic’s enterprise usage has grown 4x, while OpenAI’s growth appears to be flattening.
The details:
Ramp’s data comes from corporate card and invoice spending across 50,000+ U.S. businesses, so it reflects where companies are actually spending money on AI- not total market share.
In April, Anthropic’s adoption climbed 3.8% to reach 34.4%, while OpenAI dropped 2.9% to 32.3%. At the same time, overall AI adoption across businesses kept rising, hitting 50.6%.
Much of Anthropic’s momentum seems tied to Claude Code, which helped the company expand beyond engineering teams into workflows like finance, legal, and research.
Ramp also noted that Anthropic still faces challenges despite the growth, including recent Claude outages and higher costs compared to OpenAI and some open-source alternatives.
Why it matters:
OpenAI is far from out of the race. Ramp’s data doesn’t include every major enterprise deal, and ChatGPT still dominates as the bigger consumer AI brand. But the long-term trend is hard to ignore and it may explain why OpenAI, under Fidji Simo’s leadership, has been aggressively shifting toward coding and enterprise products like Codex throughout 2026.
What’s next: “We’re building city saves,” Park said. “Every stop adds materials, patterns, and creator collabs to the library so the wardrobe gets smarter. By 2026, we want a network of pop-ups creators can spin up in a weekend.”
Amazon pushes deeper into AI-powered shopping with Alexa+
Amazon is rolling its standalone shopping chatbot Rufus into a broader experience called “Alexa for Shopping”-an AI assistant designed to take over search, remember your preferences, and follow your shopping activity across devices.
The details:
Rufus attracted more than 300 million users during its beta run in 2025, and its product knowledge plus shopping-history data are now being integrated directly into Alexa for Shopping.
Amazon says the assistant can pull from product listings, customer reviews, delivery estimates, previous purchases, and even past Alexa conversations to give more personalized responses.
Users can now ask shopping questions directly in Amazon’s search bar, compare products side-by-side, track price drops, and even enable Auto-Buy purchases once an item hits a chosen price.
Amazon also introduced “Buy for Me,” which can complete purchases on non-Amazon websites, alongside Scheduled Actions that automatically reorder products on a recurring schedule.
Why it matters:
Rufus may be disappearing as a standalone brand, but folding everything into Alexa could be the smarter long-term move. Amazon already has years of shopping behavior and customer history to train these experiences on a massive advantage in AI commerce. The bigger question is whether consumers, who are increasingly using outside AI assistants for shopping, will stick with Alexa or expect it to work seamlessly alongside other AI platforms.
That’s it for today.
The AI space doesn’t slow down - and neither should your thinking.
See you in the next drop.