Discussion

• @zephyr_z9 @zephyr_z9 on x

  No wonder Fidji is cutting side projects and focusing on enterprise GPT 5.4 is a really good coding model (better than Opus 4.6) I think they will win back market share

• @wallstengine @wallstengine on x

  Anthropic now accounts for more than 73% of spending from enterprise buying AI tools for the first time. Just 10 weeks ago, it was split 50/50 with OpenAI. In early December, OpenAI was still ahead 60/40. [image]

• @conorsen Conor Sen on x

  Tough to make long-term forecasts in an industry where things can change this much in two months.

• @buccocapital @buccocapital on x

  Wow. Anthropic is eating OpenAI's lunch in the enterprise [image]

• r/ClaudeAI r on reddit

  73% of AI spend now on Anthropic, OpenAI now down to 26%