Rohan Paul· @rohanpaul_ai · X·· 2026-08-21AI 评分43
AI 导读
OpenAI 与 Anthropic 的企业竞争态势逆转：Ramp 数据显示，Q3 至今 OpenAI API 支出环比增长 82%，超过 Anthropic 的 76%，为 Q2 以来首次反超。GPT-5.6 Sol 正成为开发者首选，而 Fable 5 因价格与监管数据留存要求，采用不及预期。
正文 · 原文
The OpenAI-Anthropic enterprise race has changed direction.
Q3-to-date API spend growing 82% for OpenAI vs 76% for Anthropic.
This data is from Ramp, and it says this token-spend dataset updates daily and has tracked companies’ publicly disclosed revenue growth surprisingly closely.
Till now, Anthropic had led OpenAI’s quarter-over-quarter growth in every period since Q2 2025, sometimes by a wide margin.
GPT-5.6 Sol is increasingly becoming a developer choice, while Fable 5 has faced weaker adoption alongside price and regulatory data-retention constraints.
May startle the markets with this but: OpenAI is growing faster than Anthropic, actually. While data through Q2 shows tepid growth for OpenAI vs. Anthropic, Q3 to date shows that OpenAI has surpassed Anthropic in QoQ enterprise growth: 82 vs. 76. Why? GPT-5.6 Sol is really good, increasingly the choice for developers. Fable 5, meanwhile, disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators.在 X 查看被引用的帖子
来源：Rohan Paul · x.com