Eseandre Mordi
● Stefan Schubert recently shared Menlo Ventures data showing that Anthropic has overtaken OpenAI in the enterprise large language model API market. It's a significant turning point in corporate AI as OpenAI's long-standing lead gives way to a competitor focused on safety and enterprise needs.
● The charts tell a striking story. OpenAI held nearly 50% of the enterprise LLM API market in 2023 but has dropped to around 25% by mid-2025. Anthropic, meanwhile, jumped from roughly 10% to over 30%, making it the new enterprise leader. Google and Meta are growing steadily at about 15% and 10% respectively, but neither matches Anthropic's momentum.
● This shift reflects what enterprises actually want: trustworthy AI systems they can explain and comply with. Anthropic's Claude models have resonated with corporations thanks to better safety alignment, fewer hallucinations, and smooth enterprise integration. The result? A 10× revenue increase for Anthropic in regional enterprise markets over the past year.
● According to Oguz O. | 𝕏 Capitalist, Anthropic's edge comes partly from heavyweight backing—especially Amazon, now its largest external investor with an estimated 15-19% stake (beating Google's 14%). This partnership gives Anthropic AWS infrastructure and strengthens its enterprise offerings.
● The stakes are real. OpenAI now faces pressure to defend its corporate API business while juggling consumer products like ChatGPT. Anthropic's rise is changing the conversation from "who has the biggest model?" to "who builds the most reliable, ethical enterprise AI?"
Eseandre Mordi
