Rohan Paul· @rohanpaul_ai · X·· 2026-09-16AI 评分53
AI 导读
据 Ramp AI Index 数据，本周 OpenAI（Astra）占企业 AI 支出约 13%，超过 Anthropic（Fable）的约 8%。作者认为 OpenAI 的增长部分来自从 Sol 和部分 Anthropic 模型的迁移及净新增使用，且企业模型忠诚度较弱，若有厂商缩小质量差距，开发者和企业切换工作负载的速度会远快于传统企业软件市场。
正文 · 原文
wild how quickly enterprise spend moved once OpenAI had a strong frontier model in market.
OpenAI reached roughly 13% of enterprise AI spend versus Anthropic at about 8%.
also shows enterprise model loyalty is fairly weak.
If another provider closes the quality gap, devs and companies can move workloads much faster than traditional enterprise software markets would suggest.
OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1. Anthropic took a big risk in its recent call to pace the frontier. It's frontier model has already fallen behind on adoption. 2. OpenAI's growth is primarily coming from shifts from Sol and some Anthropic models, net-new usage too. That's good for them and suggests some pricing power remains by having a good, competitive frontier model.在 X 查看被引用的帖子
来源：Rohan Paul · x.com