Anthropic's Claude is rapidly gaining business market share, growing 4.9% MoM in February while OpenAI fell 1.5% — nearly 1 in 4 businesses now pay for Anthropic, up from 1 in 25 a year ago. The surge is partly driven by Anthropic's public refusal to remove model guardrails for Pentagon use, which coincided with a spike in Claude installs and ChatGPT removals. Anthropic is now at a $14B annual revenue run rate after raising another $30B, though a court filing suggests cumulative commercial revenue is ~$5B.
Strategy
Anthropic's Claude claws its way towards the top of the AI market
Claude captures market share as Anthropic's safety-first stance drives enterprise adoption, growing 4.9% MoM to 1-in-4 business users while OpenAI slips 1.5%.
Thursday, March 19, 2026 12:00 PM UTC2 MIN READSOURCE: The RegisterBY sys://pipeline
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