En 30 secondes
Matthew Berman highlights Ramp's May 2026 AI Index, in which Anthropic leads OpenAI among businesses measured by Ramp. The index uses Ramp corporate-card and invoice spending, so its percentages should not be generalized to every business. Berman also comments on revenue and predicts further growth; the clip does not substantiate a like-for-like revenue comparison.
- 1Adoption changesBerman says Anthropic has overtaken OpenAI in business adoption, citing Ramp's index.
- 2The figuresRamp reports 34.4% for Anthropic and 32.3% for OpenAI among businesses in its data.
- 3Overall AI adoptionRamp's overall figure is 50.6% within its spending-based sample; it is not a census of all businesses.
- 4Revenue and growthBerman claims Anthropic revenue has surpassed OpenAI's and cites 80-fold growth; the clip does not provide comparable financial disclosures or a growth period.
À retenir
- Ramp reported Anthropic adoption at 34.4% and OpenAI at 32.3% in its April 2026 data.
- The index measures businesses through Ramp card and invoice spending, not a census of all businesses.
- Ramp reported overall AI adoption of 50.6% within its measured population.
- Berman's revenue comparison and prediction of future dominance are not established by the adoption chart.
Lire le texte remanié, chapitre par chapitre
Ramp adoption and revenue claims
Berman discusses Anthropic's rise in a spending-based index and comments on revenue and future growth. The data and his predictions have different evidentiary scopes.
Anthropic has grown quickly, and I highlight a new Ramp AI Index report showing it ahead of OpenAI in business adoption. The May 2026 report gives 34.4% for Anthropic and 32.3% for OpenAI. Ramp bases this index on its own corporate-card and invoice payments, so the figures describe businesses in its data rather than all businesses ([Ramp](https://ramp.com/data/ai-index-may-2026)).
The chart shows Anthropic's measured adoption rising sharply over the preceding year while OpenAI's is comparatively flat. Overall adoption is 50.6% in the index. I find that level surprisingly low, but it should not be treated as the percentage of every business using AI.
I claim that Anthropic's revenue has far surpassed OpenAI's and say CEO Dario Amodei cited 80-fold growth. The short does not give a growth period or comparable financial disclosures supporting the revenue comparison; adoption figures alone do not establish revenue. I predict Anthropic could become the world's biggest company, which is my speculation.
Sur la même chaîne
34:21EN
Matthew Berman· 27 oct. 2026Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
25:50ENMatthew Berman· 24 oct. 2026Kimi K3.1 Pro Tested: Strong 3D Demos, Uneven Results and Competitive PricingMatthew Berman · Forward FutureMatthew Berman tests the open-weight model on coding, 3D rendering and visual explanations, then compares benchmark results and prices.
32:20ENMatthew Berman· 23 oct. 2026Who Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
1:03:37ENMatthew Berman· 23 oct. 2026Matthew Berman’s Team Tests Kimi K3.1 on Animation, Games, and ChartsMatthew Berman, Alex, Brian · Forward FutureA live team AMA turns into an informal test of Kimi K3.1, from personal-agent workflows to motion graphics, a browser game, and a benchmark chart.
0:53ENMatthew Berman· 22 oct. 2026Sam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.
0:22ENMatthew Berman· 21 oct. 2026A Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.