Anthropic is on a tear! #1 in the app store. Just passed $19bn run rate and fastest growing in SMBs. New Data from @tryramp shows 1 in 5 businesses on Ramp now pay for Anthropic. A year ago, it was 1 in 25. The Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural question: is Anthropic winning at OpenAI's expense? Here's what people miss: 79% of Anthropic's customers are already OpenAI customers. And churn rates are nearly identical at 4%. So most of Anthropic's growth is coming from existing OpenAI customers. People use both. What's really impressive is their revenue run rate. - At $10bn in Janaury - At $14bn in February - And on track for $19bn in March In the month they "lost" a $200m contract with the US Gov't.