New data indicates OpenAI is gaining on Anthropic with business users, signaling an intensifying race for the enterprise AI market. But the same data suggests the finish line may be a moving target: corporate clients show little hesitation in jumping between platforms with each new model release.
That churn could matter for investors. Businesses are willing to flop back and forth as each lab releases new models, volatility that undermines the notion of stable, long-term enterprise commitments and points to spending that may be less durable than it appears.
The pattern challenges the foundational business case for AI labs betting on recurring enterprise revenue, and it should give both companies' investors pause about how 'sticky' enterprise AI spending really is.