Ara Kharazian(@arakharazian):OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1. Anthropic took a big risk in its recent call to pace the frontier. It's frontier model has already fallen behind on adoption. 2. OpenAI's growth is primarily coming from shifts from Sol and some Anthropic models, net-new usage too. That's good for them and suggests some pricing power remains by having a good, competitive frontier model.

2026.09.15 16:27

OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1. Anthropic took a big risk in its recent call to pace the frontier. It's frontier model has already fallen behind on adoption. 2. OpenAI's growth is primarily coming from shifts from Sol and some Anthropic models, net-new usage too. That's good for them and suggests some pricing power remains by having a good, competitive frontier model.