New usage data shows OpenAI clawing back business customers from Anthropic, with companies switching providers each time a new model drops.
TechCrunch reports OpenAI is gaining ground on Anthropic among business users, reversing some of the enterprise share Anthropic built with Claude. The data shows real volatility — companies are moving spend between labs as new releases land.
That churn cuts against the narrative that enterprise AI contracts are sticky. It suggests procurement teams are treating model providers more like commodity vendors than platform partners.
Switching costs for enterprise AI are lower than investors assumed, which undercuts the moat thesis behind both companies' valuations. Leaders buying AI tools should negotiate shorter contracts and build abstraction layers rather than betting on one lab's roadmap.
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