For a long time, "ChatGPT" was almost synonymous with "AI." That shorthand is getting harder to defend.
The ground it's ceding isn't going to a single challenger. Google's Gemini went from 7.27% to 26.7% in the same window—nearly quadrupling its share. Claude jumped from 1.37% to 7.95%, a near-sixfold increase.
Grok, Perplexity, and DeepSeek also grew, though less dramatically. The AI market is fragmenting, and OpenAI is carrying the cost of that fragmentation more than anyone else.
It's worth being precise about what web traffic share actually measures. It counts visits to chatbot websites—not API calls, enterprise contracts, or the usage baked into third-party apps. Someone opening ChatGPT.com to write an email counts. A developer routing millions of API calls through Claude does not. So the web traffic numbers show consumer mindshare more than revenue or deployment at scale.
Anthropic's adoption rose 3.8% in April to 34.4% of businesses; OpenAI fell 2.9% to 32.3%.
Ramp lead economist Ara Kharazian called it "a stunning reversal." A year ago, only 9% of businesses on the platform were paying for Anthropic at all. That number has now quadrupled. OpenAI, meanwhile, grew its business adoption by just 0.3% over the same 12 months.
Still, Ramp doesn't think the lead will be easy to hold. The report flagged three specific risks: Anthropic's token-based pricing model incentivizes pushing users toward more expensive models; Claude has experienced service outages and quality complaints in recent weeks; and newer, cheaper inference platforms are growing fast on Ramp's own data. The index notes that OpenAI's Codex does similar developer tasks at lower cost, with minimal friction to switch.
Both OpenAI and Anthropic pushed back against these markets, but still those statistics are a decent thermometer, if even on relatively illiquid markets, of what the global market is expecting and how people are seeing these companies.
