Anthropic just passed OpenAI in business adoption for the first time, 34.4% vs 32.3%, per Ramp's latest AI Index.

But the same report that announces this spends most of its word count explaining why it probably won't last. Uber already blew through its entire 2026 AI budget. A recent model update triples the cost of any prompt that includes an image.

Meanwhile the fastest-growing AI vendors on Ramp's platform right now? Inference platforms selling access to cheap open-source models.

Anthropic is winning the adoption race at the exact moment their product is getting more expensive to use. Thats actually the interesting part behind this story tbh.