30초 요약
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.
핵심 정리
- 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.
챕터별로 다듬은 전문 읽기
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.
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