Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5
AI lab's Fable 5 has met with sluggish demand from corporate clients — Anthropic's US customers are using cheaper alternatives …
The careers of Z.ai's Tang Jie and Moonshot AI's Yang Zhilin, once teacher and pupil at Tsinghua University, show that China's AI leap is no sudden development
University lab nurtured the computer scientists who are using ingenuity and imitation to chase down Anthropic and OpenAI; ‘they know perfectly how to monetize their work’
Source: Anthropic plans a change later in 2026 that still requires enterprises to retain data for 30 days but lets them do so on their own cloud infrastructure
Source: Anthropic plans a change for later this year that still requires enterprises to retain data for 30 days but lets them do so on their own cloud systems
Anthropic PBC plans to allow business customers to keep greater control of their data when using its most capable artificial intelligence models …
Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its loss jumped 32% to $12.3B; Anthropic's sales grew 2x+ to $11.6B as it swung to a small operating profit
The ChatGPT-maker's revenue disappointed some investors, although the company told them its growth accelerated in the third quarter
Sources: OpenAI's Q2 revenue grew 18% QoQ to $6.7B, but its operating margin sank further; Anthropic more than doubled its revenue to $11.6B in the same period
The ChatGPT-maker's revenue disappointed some investors, although the company told them its growth accelerated in the third quarter
How Anthropic's Claude made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis, aided by an employee's encouragement
The world's smartest AI models are now superhuman at math. They still respond to moral support and encouragement from mere humans.
Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost
Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost
Dear Colleagues: Today's letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI.