"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."
"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.)"
OpenAI has the most recognizable brand in AI. Sam Altman stated, "ChatGPT is AI to most people." OpenAI is increasingly focused on the consumer market and reportedly declared a "code red" in response to new rival models from Google. Anthropic has emerged as a preferred vendor among many enterprise customers. A Menlo Ventures survey showed Anthropic with 32% model usage market share versus OpenAI's 25% and Google's 20%. A HSBC report estimated Anthropic commanded 40% of total AI spending compared to OpenAI's 29% and Google's 22%. OpenAI disputes the survey figures and cites 1 million paying business customers versus Anthropic's 330,000.
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