Anthropic is nowhere near as well-known as OpenAI, but its AI model, Claude, is gaining traction almost unnoticed. Perhaps because he is doing it in a somewhat more opaque sector like that of companies. at least like this I pointed it out this summer a study by Menlo Ventures that certainly paints an interesting picture for this corporate AI war.
Overtaking on the right. The data of that company venture capital companies reveal that at the beginning of 2023 OpenAI dominated the business segment with its AI models: it had a 50% share, when Anthropic barely had 12%. In July the situation had changed radically, and while OpenAI had reduced its share to 25%, Anthropic had managed to grow it to 32%.
Source: Menlo Ventures.
Companies bet on Claude. According to data from OpenAI itself, the company already has 800 million users. A small part of them already use a paid subscription, and that has allowed annual revenue to rise to $13 billion by 2025. Of them, 30% come from companies. Anthropic itself points out that revenues in 2025 will be about 5,000 million dollars – although they may end the year with 9,000 – but 80% of them come from business clients, whose number now amounts to 300,000. The difference is notable.
The programmers, protagonists. The Menlo Ventures report further argues that there is one type of professional user that is especially important in those numbers: programmers. In fact, Anthropic’s market share among developers is 42%, while OpenAI’s is 21%. A priori and according to this data, the developers’ preference is clear: they like Claude more than ChatGPT—and specific products, Claude Code and OpenAI Codex—when it comes to programming.
Source: Menlo Ventures.
Companies pay more easily. This reality seems to make it clear that for business users the benefits seem to be clearer and that is why companies do not seem to have qualms when it comes to paying for subscriptions to these AI models. Not only in programming, but for example in legal or administrative departments is where ChatGPT or Claude can improve productivity and save work for professionals, who pay to be able to use these options without the limitations of free plans.
Even Microsoft signs up. Anthropic’s reputation is making companies traditionally linked to OpenAI also want to start betting on its models. This is what happened with Microsoft, which in September announced that Claude would be available in the Copilot suite in addition to ChatGPT.
Meanwhile, OpenAI conquers the ordinary user. OpenAI’s approach is quite different. Although it obviously has part of its business focused on companies, its latest movements are very focused on attracting the largest possible number of users. The launch of Sora 2 and its social network Sora, and the recent presentation of the ChatGPT Atlas browser – which of course can also be used by professionals – indicate this.
But. The data that puts Anthropic in this excellent position among companies comes from the Menlo Ventures study, but this company is an interested party because one of the startups in which it has invested is precisely Anthropic. Not only that, it is a common criticism among Anthropic users that their models are comparatively more expensive than those of competitors like OpenAI. These conclusions from the Menlo Ventures study may therefore be subject to suspicion.
Image | Fortune Brainstorm Tech 2023
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