Ramp July data: Anthropic at 43.5% U.S. enterprise adoption vs. OpenAI's 39.7%

Per Ramp's July spend data, Anthropic reached 43.5% of eligible U.S. businesses vs. OpenAI's 39.7%. Anthropic's monthly adoption gain of 1.1 percentage points was nearly five times OpenAI's 0.23-point increase, though the period of rapid ascension appears to have slowed. Despite the overall lead, Anthropic's flagship Fable 5 model accounts for only 6% of Anthropic's tokens and 11.4% of model spend after roughly a month, with no rising share. The vast majority of Claude tokens run on Opus or Sonnet rather than Fable. Price is the cited constraint: Fable 5 costs approximately $10 per 1M tokens, about twice GPT-5.6 Sol. GPT-5.6 Sol represents 25% of OpenAI tokens and 23% of spend, while Fable 5 generated about 75% as much model-attributed spend as Sol in July. AI spending is heavily concentrated: the top 1% of businesses spent a median $7,400 per employee on AI in July, the top 10% spent $650, and the median firm spent $11.95 per employee, with the top 10% of businesses accounting for most total spending.